A company solved its sales team's information gap by treating 25,000 hours of recorded Gong calls as the ultimate source of truth. This existing internal data, previously ignored, became the foundation for a company-wide AI automation strategy that transformed their go-to-market operations.

Previously, personalizing a presentation for each customer was manually intensive. AI tools allow users to set up a master template and then generate unique, tailored versions for different audiences on-the-fly, making one-to-one communication scalable.

Upload call recordings or transcripts from tools like Gong or Fathom into an AI model. Ask specific questions like, 'Where was the most friction?' to identify disconnects you missed in the moment. Use this insight to craft hyper-relevant follow-ups that address the core misunderstanding.

The old method involved asking an LLM for a slide outline, then feeding that into a design tool. The modern workflow is more powerful: provide the presentation AI with a raw data source (e.g., a call transcript, Slack channel) and instructions, letting it perform the analysis, outlining, and visualization in a single step.

Connect an AI note-taker to an email tool using an automation platform like Zapier or N8N. After an interview, the AI automatically summarizes the call and sends a personalized follow-up with key discussion points and next steps, preventing candidate communication black holes.

Use AI connectors like Claude's to link your email directly to a presentation tool. This allows you to forward a prep email and instantly receive a visual slide deck summarizing the attendees, their backgrounds, and key talking points, making meeting preparation faster and more engaging.

The context from daily sales and support calls is incredibly valuable but often ephemeral. A powerful, underutilized agent use case is to transcribe these calls and feed them to an LLM to automatically generate sales coaching notes, customer FAQs, testimonials, and even new keyword-targeted landing pages based on customer language.

Consistently feed your AI tool information about your company, products, and sales approach. Over time, it will learn this context and automatically tailor its sales prep output, connecting a prospect's likely problems directly to your specific solutions without needing to be reprompted each time.

A powerful AI use case is running automated agents on sales call transcripts. These agents can perform tasks like extracting and populating MEDPICC data into Salesforce or summarizing competitor mentions for battle cards, saving sales teams hours of manual work per week.