Putting it together · for sales professionals
Building AI workflows in sales
One prompt can draft one follow-up email. A rep with a full calendar runs the same cycle many times a week. The cycle covers research before the call, notes during it, and a recap and CRM update after it. Doing each step from a blank prompt gives uneven results and wastes time.
Putting it together means splitting the recurring cycle into steps. Each step gets a saved prompt or template. A human check sits where an error would cost the most. The result is a process the rep and the team can run again.
Where it comes up
A pre-call research routine
Gather the company’s recent news, the prospect’s role, and your CRM history. Run a saved prompt that produces a one-page brief in a fixed format. Check the facts before the call.
A post-call routine
Turn the transcript into a summary, a CRM update in the required fields, and a recap email. Review the summary once, then build the other two from the checked version.
A weekly forecast summary
Export open opportunities from the CRM. Use a fixed template to draft the summary for your manager. Check every amount and close date against the export. Write the risk notes yourself.
What it looks like at each band
E1 · Foundational
Uses AI for single tasks and moves information between them by hand. Starts each research brief or recap from a new prompt. Quality and format change from week to week.
E2 · Proficient
Runs recurring tasks as a sequence of saved prompts. Uses fixed templates for briefs and recaps. Reviews output at a set point before it goes to a buyer or into the CRM.
E3 · Distinguished
Designs each workflow so the rep reviews output at the points where an error would reach a buyer or the CRM. Uses different tools for different steps, such as one that cites sources for research and another for drafting. Writes the workflow down so a teammate can run it.
E4 · Exceptional
Builds the team’s shared workflows and tracks where errors enter them. Removes steps that add no value and adds review where errors recur. Other reps adopt these workflows because they produce consistent results.
Common mistakes
Building recap, CRM note, and email from separate prompts
Three prompts on the same transcript can produce three different accounts of the call. Check one summary, then build the other outputs from it.
Automated sequences nobody reviews
An outbound sequence that sends AI-written messages without a person reading them will eventually send an error or an offensive mistake to many prospects.
Skipping the fact check because the routine is familiar
A saved prompt does not make the output correct. The check step matters as much in week twenty as in week one.
A worked example
Handling the follow-up work after each discovery call in a busy week.
After each call, paste the transcript into a chat and ask for a follow-up email, a CRM note, and next steps all at once.
The format changes each time. The email and the CRM note sometimes disagree. There is no fixed point where the rep confirms the summary is correct before it reaches the buyer.
Step 1: a saved prompt turns the transcript into a summary with the buyer’s priorities, objections, and agreed next steps. Step 2: the rep checks the summary against the call. Step 3: a second saved prompt fills the CRM fields from the checked summary. Step 4: a third drafts the recap email from it. Step 5: the rep reads the email and sends it.
Every output comes from one checked summary, and no step does two jobs. The rep’s review sits where an error would reach the buyer. A teammate could run the same steps.
The full study guide for this skill, for every role, is Putting it together. The other five skills for sales professionals are on the AI skills for sales professionals page. A one-page summary is in the AI workflow checklist.
See where you stand
The free check grades putting it together and the other five skills in about fifteen minutes. Nobody sees the grade but you.
Then build the skills and prove it. The three steps for sales professionals list the courses and templates that fit the work.