Sales & lead generation: AI agent automation recipes
Recipes for qualifying leads, researching prospects and meeting guests, and drafting outreach and follow-ups with a human in the loop. 5 recipes, each based on a real, linked write-up.
Score leads and draft outreach emails with human approval in n8nScoring each new lead and writing a first email by hand is slow, but fully automatic outreach risks sending bad emails to real prospects.Turn new Gmail emails into researched Notion CRM leads with Zapier AgentsPotential customers are buried among ordinary email. Copying them into a CRM and researching each sender is tedious, so leads slip through.Research meeting guests and post a daily Slack briefing with Zapier AgentsBefore calls with external people someone has to look up who they are and what their company does, usually in a rush right before the…Draft follow-up emails automatically when nobody replies (Lindy)Emails that never get an answer are easy to forget, and remembering to nudge each one costs attention.Find local businesses that need a website with an AI research agentFinding local businesses with no website, or a slow one, means hours of clicking through map listings before you can pitch web-design…
Other categories: Customer support · Finance & invoicing · Inbox & calendar · Research & monitoring · Content & social media · Team operations · Engineering & security
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