📚 Main Topics

1. Purpose of the AI Sales Assistant

   • Automating repetitive tasks in sales such as scheduling calls, sending follow-up emails, and qualifying leads.
   • Freeing up time to focus on high-value activities like closing deals.

2. Tools Used

   • ZapierFor automating workflows and triggering actions.
   • OpenAI ChatGPTFor natural language processing and generating tailored responses.
   • Google SheetsFor storing leads and relevant data.
   • GmailFor sending follow-up emails.

3. Workflow Mapping

   • Importance of mapping out the workflow to determine which tasks the AI will handle and how it will interact with data.

4. Building the Automation

   • Creating a form for prospects to fill out, collecting essential information such as company name, email, business description, familiarity with automation, pain points, and current software used.
   • Setting up Zapier to trigger actions based on form submissions.

5. Integrating ChatGPT

   • Using ChatGPT to generate automation ideas and craft personalized follow-up emails based on the information collected from the form.

6. Testing and Finalizing the Automation

   • Testing the automation to ensure it works as intended and generates a customized email draft in Gmail.

✨ Key Takeaways

• Automating sales processes can significantly reduce manual work and increase efficiency.
• Properly mapping out workflows is crucial for effective automation.
• Utilizing AI tools like ChatGPT can enhance communication and provide tailored solutions for prospects.
• The integration of various tools (Zapier, Google Sheets, Gmail) can create a seamless workflow for managing leads and follow-ups.

🧠 Lessons Learned

• Building an AI sales assistant from scratch is achievable with the right tools and a clear plan.
• Automation not only saves time but also helps in improving the quality of interactions with prospects.
• Continuous testing and iteration are essential to ensure the automation functions correctly and meets business needs.
• Engaging with the audience through tutorials can foster a community of learners interested in automation.