Exploring AI-Driven Workflow Tools for RevOps Efficiency
Hi RevOps folks, Have a quick question for you'all. We have all been in the shoe of building a lot of workflows for our business teams on our CRMs. What do you think of an AI agent builder tool that is pre-integrated with all your data sources and enables you to build an AI workflow for your marketing/sales/CS teams to solve for use cases in a smarter way. Ex:
- 1.
Auto-summarising a customer journey just after closure and sending that summary to the onboarding/success manager on Slack
- 2.
Identify use-cases to pitch to existing customer based on AI's understanding of your customer's website scraped and context of your business.
And many more - just be creative. Would you use something like this or do you already? What would be the first workflow you build on a tool like this?
