Is Anyone Actually Automating Sales Processes with AI? Share Your Experiences

Taras B. · 2026-04-14T12:56:41.640Z

Hey! 👋 Seeing so much AI automation hype on social media lately. But is anyone here actually doing it for real? What specific sales process did you manage to automate?

Is Anyone Actually Automating Sales Processes with AI? Share Your Experiences | RevGenius

14 comments

· Sorted by Oldest

Dhiraj P.
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I do! I give claude cowork a list of companies that are in my target. It takes contol of my chrome and finds me all relevant people from that company and their LI url in google sheet - intelligently deciding hierarchy and all other nuances a human would ideally tackle while manually prospecting. That google sheet is connected to a tool that automatically sends LinkedIn invites and drafts messages that I just need to approve to be sent
Kendra R.
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It's really only efficient if the quality is good, if its a bad sales person and they use automation its not gonna be any better
Taras B.
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Dhiraj P. Does it then fill in CRM?
Dhiraj P.
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Not yet. But pretty doable if the CRM you use has Claude MCP. We only put meeting booked/active conversation leads to CRM and hence the volume is low hence doing manually for now.
Khalid J.
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The process definitely looks interesting. However, LinkedIn is quite strict when it comes to detecting automated or bot-like activity, and such actions are often flagged quickly. Do you think using an AI tool for LinkedIn (outreach) in this way would be a sustainable and safe approach in the long run?
Dhiraj P.
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I agree with Kendra R.. When I built that claude cowork project - I had to train it on how to do linkedin prospecting and it created a claude skill automatically based on the guidelines i gave. So if you train well, it does well - if you train bad, it does bad.
❤️1
Dhiraj P.
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Khalid J. that is a pretty solved problem these days. Few tools get your LinkedIn blocked - everyone else in that industry has learnt how to smartly adjust limits to not encounter that problem
Monique L.
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Taras B. I have some people I'm connecting with who have AI programs that will fulfill your requirements and everything has free trials. I'll send them over to you as I'm getting them, if that helps.
Victoria P.
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Dhiraj P. that's a great flow - I have a tool that can do that without needing to take over your computer (it's in a VM sandbox) - would you be interested in giving it a try?
Sourabh
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for linkedin outreach, you can also try https://linkedvue.com/ - free chrome extension
Dhiraj P.
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Hi Victoria P. sure. Please share
Md S.
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I have built my own claw boat, given it all major LLMs api keys and relavent platforms api key, it does email outreach on my behalf, sends me the icps with real pain point or intent im catering to with a calling script. Also have given it access to notion crm where it maintains its own pipeline
👀1
Steve K.
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Taras B. I've built a CPQ engagement layer where we can talk into the chat bar, tell it to build a quote, reviewing the transcript from a previous calls and build a quote that automatically updates in Salesforce. And I don't have to pay tokens every time I generate a quote.
Leon B.
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Hey Taras, I’m definitely doing it "for real." My philosophy is "Stories as Code." Most people use AI to write better emails; I use it to automate the judgment of the funnel. I built a custom GTM Signal Engine that scrapes ATS data (Greenhouse/Lever) to identify specific technical hiring triggers. Instead of brute-forcing outreach, the AI identifies the exact moment a prospect has a "Revenue Gap" and drafts a specific Strike Brief. Currently using this architecture to scale a venture from 200 to 1,000 users in 90 days. Happy to share the logic behind the Signal Engine if you're interested.
👍2

Dhiraj P.
·
·
I do! I give claude cowork a list of companies that are in my target. It takes contol of my chrome and finds me all relevant people from that company and their LI url in google sheet - intelligently deciding hierarchy and all other nuances a human would ideally tackle while manually prospecting. That google sheet is connected to a tool that automatically sends LinkedIn invites and drafts messages that I just need to approve to be sent
Kendra R.
·
·
It's really only efficient if the quality is good, if its a bad sales person and they use automation its not gonna be any better
Taras B.
·
·
Dhiraj P. Does it then fill in CRM?
Dhiraj P.
·
·
Not yet. But pretty doable if the CRM you use has Claude MCP. We only put meeting booked/active conversation leads to CRM and hence the volume is low hence doing manually for now.
Khalid J.
·
·
The process definitely looks interesting. However, LinkedIn is quite strict when it comes to detecting automated or bot-like activity, and such actions are often flagged quickly. Do you think using an AI tool for LinkedIn (outreach) in this way would be a sustainable and safe approach in the long run?
Dhiraj P.
·
·
I agree with Kendra R.. When I built that claude cowork project - I had to train it on how to do linkedin prospecting and it created a claude skill automatically based on the guidelines i gave. So if you train well, it does well - if you train bad, it does bad.
❤️1
Dhiraj P.
·
·
Khalid J. that is a pretty solved problem these days. Few tools get your LinkedIn blocked - everyone else in that industry has learnt how to smartly adjust limits to not encounter that problem
Monique L.
·
·
Taras B. I have some people I'm connecting with who have AI programs that will fulfill your requirements and everything has free trials. I'll send them over to you as I'm getting them, if that helps.
Victoria P.
·
·
Dhiraj P. that's a great flow - I have a tool that can do that without needing to take over your computer (it's in a VM sandbox) - would you be interested in giving it a try?
Sourabh
·
·
for linkedin outreach, you can also try https://linkedvue.com/ - free chrome extension
Dhiraj P.
·
·
Hi Victoria P. sure. Please share
Md S.
·
·
I have built my own claw boat, given it all major LLMs api keys and relavent platforms api key, it does email outreach on my behalf, sends me the icps with real pain point or intent im catering to with a calling script. Also have given it access to notion crm where it maintains its own pipeline
👀1
Steve K.
·
·
Taras B. I've built a CPQ engagement layer where we can talk into the chat bar, tell it to build a quote, reviewing the transcript from a previous calls and build a quote that automatically updates in Salesforce. And I don't have to pay tokens every time I generate a quote.
Leon B.
·
·
Hey Taras, I’m definitely doing it "for real." My philosophy is "Stories as Code." Most people use AI to write better emails; I use it to automate the judgment of the funnel. I built a custom GTM Signal Engine that scrapes ATS data (Greenhouse/Lever) to identify specific technical hiring triggers. Instead of brute-forcing outreach, the AI identifies the exact moment a prospect has a "Revenue Gap" and drafts a specific Strike Brief. Currently using this architecture to scale a venture from 200 to 1,000 users in 90 days. Happy to share the logic behind the Signal Engine if you're interested.
👍2