Sales and business development
Account research in minutes, proposals tailored to each client and follow-ups that never fall through the cracks.
What sales leaders are doing:
- Pre-meeting briefs: "Research [company] from its website, annual report and news. Give me their priorities, recent changes and three questions to ask."
- Proposals and tenders: feed past winning proposals plus the client brief and get a tailored first draft in your house style.
- Lead triage: an automation that reads every inbound enquiry, scores it against your ideal customer and drafts a reply for a human to send.
- Call follow-ups: meeting tools such as Fireflies or Otter transcribe calls; ask the AI for next steps, owners and a follow-up email.
- Pipeline review: paste the CRM export and ask which deals are stalling and why.
Try tonight:
I sell [product] to [type of customer] in Malaysia.
Here are notes from my last call with [client]: [paste].
Write a short follow-up email that confirms the next steps,
then list any risks to the deal I should raise with my team.Sources
- When to use AI agents versus automation Make, 2026
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