In this video, I'll walk you through my AI-powered sales call enrichment system that automatically gathers crucial information before every sales meeting. It processes calendar events, leverages multiple AI tools to collect prospect data, and delivers ultimate report.
Donwload the workflow:
https://rokastan.gumroad.com/l/byojz?_gl=1*1pdk7ms*_ga*MTYwMzAxMzE0OS4xNzMzNTk3NTMy*_ga_6LJN6D94N6*MTczODY5NTQwNS4xOS4xLjE3Mzg2OTYxMDYuMC4wLjA.
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https://cal.com/rokas-stankevicius-xgl5ge/30min
📧 [email protected]
Timestamps:
0:00 Introduction to AI Sales Agent & Demo of Research Automation
2:08 Setting up Calendar Integration & Lead Data Extraction
4:50 Building the AI Director: Code Structure & GPT-4 Implementation
10:33 Custom Website Analysis with Tavily API Integration
14:00 LinkedIn Profile Scraping & Verification System
18:01 Report Generation & Google Docs Automation
22:24 Resources & Contact Information
Key points:
1/ The workflow starts with a new sales call on Google Calendar.
2/ An OpenAI model processes the initial meeting context, initiating the enrichment.
3/ The Lead Enrichment Director (AI agent) then activates multiple tools:
- Website Analyzer scans company info
- LinkedIn Research digs into prospect details
- Perplexity searches for recent news & updates for both company and individual
4/ A Document Agent takes all this and creates meeting briefs, updates calendar event and sends email summaries.
5/ This agent runs automatically before every sales call.
Connect with me:
LinkedIn: https://www.linkedin.com/in/stanrokas/
X/Twitter: https://x.com/stanrokas/