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A sales manager with no coding background wired the AI into his CRM, mail and notes

He is a sales manager who does not code. In five weeks he built a system that connects the AI to his CRM, Microsoft 365, his reMarkable and his Plaud recorder. It tracks meetings and calls, updates his todo list, drafts follow ups and puts them in his calendar, imports business cards, prepares quotations, keeps the CRM updated with meeting reports, benchmarks his prices against competitors, sends personalised mailings, and every night reads the day's email and prepares a recap of the next day.

How it works

  1. He builds the connections over five weeks
  2. Meetings and calls recorded and read
  3. Todo list updated and follow ups drafted into the calendar
  4. Business cards imported and quotations prepared
  5. Nightly run reads the day's email and writes tomorrow's recap

Why it’s worth knowing

Five weeks, no coding background, and the system spans four tools his company already used. The nightly recap is the piece most sales people would pick first.

Where it’s from

Summarized from a public post on reddit.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
Upgraded prompts are coming soon.

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Every idea is a real post from someone who tried it, summarized in our words, with a link to the original. App names are swapped for plain words.