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.
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.
The best initial use for AI in marketing operations is automating high-volume, low-complexity "digital janitor" tasks. Focus AI agents on answering repetitive questions (e.g., "Why didn't this lead qualify?") and cleaning data (e.g., event lists) to free up specialist time for more strategic work.
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.
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.
Use an AI agent to systematically analyze sales call transcripts. By automatically extracting and categorizing data like competitor mentions and objections into a structured format (e.g., a spreadsheet), product marketers can quickly identify trends and prioritize their roadmap and messaging.
Tools like Granola.ai offer a key advantage by recording locally without joining calls. This privacy, combined with the ability to search across all meeting transcripts for specific topics, turns meeting notes into a queryable knowledge base for the user, rather than just a simple record.
Legacy systems like CRMs will lose their central role. A new, dynamic 'agent layer' will sit above them, interpreting user intent and executing tasks across multiple tools. This layer, which collapses the distance between intent and action, will become the primary place where work gets done.
Feed recordings of sales calls from lost deals into an AI for a post-mortem. The AI can act as an impartial sales coach, identifying what went wrong and what could be done better, providing instant, actionable feedback without needing a manager's time.
Within three years, the default for all enterprise meetings will shift to "record on." This ambient data capture will feed a new system of intelligence, automatically extracting insights, monitoring for compliance risks, and diffusing issues proactively. Unstructured conversation data will become a core enterprise asset.
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.