Sales

How the Sales team uses AI to reduce manual prep, improve response speed, and operate with more consistency — from meeting prep and follow-up to pipeline prioritization and GTM automation.

All workflows

19 workflows

Zach Perkel

Deal Intelligence Layer

Zach Perkel built the Deal Intelligence Layer, an internal forecasting workflow that uses Claude Opus 4.6 to predict whether a deal will close in quarter. Instead of training a new ML model on handpicked features, Zach combines every piece of deal context the company has into a single prompt and lets the model decide what matters.

Timothy Davison

CSM Account Handover

Account handovers happen constantly in customer success, whether through promotions, team changes, or territory shifts. Timothy Davison built a tool in Nora Plan that pulls years of buried account history out of Gong, Salesforce, and other systems and turns it into clean, linkable handover briefs, making sure no context gets lost when an account changes hands.

Jason Yu

Customer Ticket Status

Jason Yu built a scheduled email briefing that hands AEs and CSMs a customer's open bugs, RFEs, and account context before every meeting. The briefing runs on Glean's Nora Task, no heavy integration required, and replaces a workflow that had been stuck on a shelved integration project for months.

Shaheen Ebrahimi

Salesforce Pipeline Prediction

Shaheen Ebrahimi built Salesforce Pipeline Prediction with RevOps to compare recorded stages with Gong's actual indications. Daily, explainable stage predictions flag mismatches, reduce manual pipeline scrubbing, and help leaders catch forecast risk earlier across teams.

Tyler Takaro

POV Plan Agent

Sales engineers spend significant time assembling POV (Proof of Value) plans, pulling together insights from Salesforce, Gong, and email to prepare for customer engagements. Tyler Takaro built a Glean agent that automates this entire process, generating a structured, insight-rich POV plan in minutes instead of hours.

Nancy Mixon

SIREN: Software Investment Renewal Early Notice

Nancy Mixon built SIREN, an automated renewal early warning system, using Claude and Google Apps Script. Weekly emails provide shared visibility into software renewals, expand negotiation time, reduce missed notices, and help teams right-size tools and spend across stakeholders.

Haren Bhatia

Salesforce Updater

Salesforce data is only as useful as it is accurate, but keeping it updated is one of the most consistently neglected (and unrealistic) expectations placed on GTM teams. Haren Bhatia’s Salesforce Updater tackles this head-on by shifting from asking reps to update fields to automatically capture what actually happened across calls and emails.

Timothy Davison

Account Prioritizer

Sales teams are flooded with leads from multiple sources, but without a unified way to prioritize them, reps spend more time deciding who to reach out to than actually selling. Timothy Davison built the Account Prioritizer to solve that, bringing all signals into one place and turning them into clear, actionable outreach priorities.

Tyler Takaro

Sales to SQL Agent

Tyler Takaro, AI Solution Engineer, built the Sales to SQL Agent with the SDR team to help them stay current on active opportunities. The agent consolidates Salesforce context into a weekly or daily digest to prevent follow-ups from slipping through the cracks.

Timothy Davison

Nora Task Builder

As AI workflows become more common across go-to-market teams, customization has become the bottleneck. The Nora Task Builder was built to remove that friction, enabling reps to define their own AI tasks through prompts instead of product requests.

Timothy Davison

AI Risk Report

Customer health lives across dozens of disconnected systems, making subtle risk signals easy to miss. That’s why Tim Davison built an AI risk-reporting workflow that unifies these signals into a single narrative: revealing competitor threats, feature frustrations, and long-term risk trends in minutes.

Mickey Dang

AI-Powered POV Loss Analysis

Understanding why deals are lost is critical for improving sales strategy, but manual loss analysis doesn’t scale. That's why Mickey Dang built an AI-driven workflow that synthesizes lost POV data into comprehensive reports and aggregate insights, helping leaders make faster, data-informed decisions.