Honeybook built a ChatGPT agent that logs into LinkedIn, searches for candidates based on a job description, and applies nuanced filters (e.g., tenure, location, activity). This automates a time-consuming, multi-step workflow, freeing up the hiring team for higher-value tasks.

Leverage AI to conduct comprehensive research on a prospect's company, industry, and the specific individuals you're meeting. This allows you to bypass basic discovery questions and dive into more relevant, informed conversations, making the sales call more efficient and valuable for the customer.

Advanced multimodal AI can analyze a photo of a messy, handwritten whiteboard session and produce a structured, coherent summary. It can even identify missing points and provide new insights, transforming unstructured creative output into actionable plans.

An Executive Assistant at Zapier built an AI agent that automates her weekly meeting prep. The agent researches external attendees, checks the CRM and internal comms for context, and delivers a digest and tasks. This saves hours of manual work and ensures thorough preparation.

An executive created a custom AI agent to handle repetitive tasks like meeting prep, calendar triage, and email. This "chief of staff" provides analysis, suggests delegations, and even offers blunt feedback, demonstrating how AI can be personalized to augment executive functions.

Go beyond using AI for research by codifying your North Star, OKRs, and strategic goals into a personalized AI agent. Before important meetings, use this agent as a 'thought partner' to pressure-test your ideas, check for alignment with your goals, and identify blind spots. This 10-minute exercise dramatically improves meeting focus and outcomes.

The tedious manual process of data entry into systems like Salesforce is ripe for disruption. AI agents that analyze meeting recordings (e.g., from Zoom) to automatically extract action items and update records are already emerging as a key use case.

The entire workflow of transforming unstructured data into interactive visualizations, generating strategic insights, and creating executive-level presentations, which previously took days, can now be completed in minutes using AI.

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.