AI agents for sales

Agents that find leads, research prospects and run outreach pipelines. Each entry has a copy-paste prompt, difficulty, setup time and known pitfalls.

Use cases

SalesReddit

Prospect B2B leads autonomously for 2 weeks (lessons)

An agent running 24/7 on a Mac Mini finds prospects, verifies emails, sends outreach, makes PDF briefings, and tracks the pipeline, keeping a lessons log so it improves over time.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Strong evidence
OpenClawSource-linked
SalesReddit

Research inbound leads when HubSpot fires a webhook

A HubSpot webhook alerts a 'Researcher' agent, which scrapes the prospect's site and LinkedIn for recent news. The trigger itself is a plain webhook, not an LLM.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Some evidence
OpenClawSource-linked
SalesX · 2026-10

Grok Bot as a musician's booking agent (30 shows)

An Elvis tribute singer says Grok Bot emails venues, negotiates prices, closes deals and reports back, and booked 30 shows in a month.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Some evidence
Grok BotSource-linked
SalesWeb

WhatsApp Day 1/3/7 follow-ups that don't re-nudge

An n8n builder logs WhatsApp chats to a sheet, runs a morning schedule for status=asked leads, routes Day 1/3/7 templates, and writes last_nudged_date so the same nudge never fires twice — after a bug that re-sent Day 3 every run.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Some evidence
n8nSource-linked
SalesReddit

Get a daily job shortlist judged against your resume

A Reddit user built Pinloop, an open-source CLI, with Claude Code: it pulls postings from company hiring systems, judges each against their resume, and drops strong fits into a morning shortlist — they applied to 190 picks from ~10k reads and got 2 offers.

  • Level Beginner
  • Setup~30 min*
  • Evidence Some evidence
Claude CodeSource-linkedBeginner-friendly
SalesX · 2026-10

86.8%, 87.5%, 74.1%, 89.5%: Grok Bot Grades Every Inbound Call to Show an HVAC Shop's Real Booking Rate

A second-generation HVAC and plumbing operator has Grok Bot grade every inbound call from the recordings at 5 pm each day. It works out the real booking rate (booked divided by booked plus not booked, not counting calls from techs and vendors). The last four windows were 86.8%, 87.5%, 74.1% and 89.5%.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Some evidence
Grok BotSource-linked
SalesX · 2026-10

100+ Personal Follow-Ups Sent From His Phone, One Became a $2,000 Sale: An HVAC Owner's Grok Bot Pulled the Details From His CRM

Can a bot revive stalled quotes for a home-services company? The owner of an HVAC and plumbing company in Northern Virginia had Grok Bot send 100+ personalized follow-up emails from his work email, running it all from his phone in minutes. For each one it pulled the customer from the company's CRM, mentioned details from their actual appointment and asked where things stood. Replies came in the same day: one turned into a $2,000 sale, and a few more jobs started moving again.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Some evidence
Grok BotSource-linked
SalesWeb

Three Missed Calls Got No Text Back: The Three Fixes That Made His n8n Text-Back Work

He built a missed-call text-back for an HVAC-style business with Twilio and n8n, then tested it and three calls got no text. Carrier voicemail answered after about 25 seconds, so he cut the ring timeout to 18 seconds and treats any 'completed' call under 10 seconds as missed. Landlines can't get texts, so a Twilio lookup now flags them for a callback. Panicked redialers got three identical texts, so he sends only one per 30 minutes and tells the owner 'called 3x, urgent'. Every missed test call now gets a text or a flagged callback in under a minute.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Some evidence
n8nSource-linked
SalesWeb

Reorder Reminders Timed to Each Wholesale Buyer's Own Cycle, Not a Flat 30 Days

A flat 30-day reorder reminder is wrong for wholesale buyers: a cafe that orders every 10 days hears too late, and a 60-day distributor gets nagged early. This n8n workflow for Shopify works out each buyer's usual cycle from the median gap between their last 10 orders, adds a few grace days, skips anyone with an order that hasn't shipped yet, and lets sales reps turn reminders off per account. Errors go to one 'email me' branch instead of failing silently.

  • Level Advanced
  • Setup1–3 hrs*
  • Evidence Some evidence
n8nSource-linked
SalesX · 2026-10

Contract Sent 2 Hours After the Inquiry: Grok Bot Ran a Property Manager's Lead Flow and Won 6 New Doors

Can a bot turn a mailer into a signed client? A property management broker traced one new client back through his Grok Bot setup. The bot made the mailer she got, built out the Google Business Profile, and wrote the blog posts in his voice that she read. When she filled out the contact form, it replied right away asking for a good time to call and drafted a text for him. It also looked up what she owns so he could talk knowledgeably on the call. She got a contract 2 hours after her inquiry: 6 new doors to manage.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Some evidence
Grok BotSource-linkedNeeds verification
SalesWeb

Same Lead Scored 25 to 77: Why This n8n Workflow Skips AI Scoring When Enrichment Fails

She built an n8n workflow that takes a web-form lead, enriches it with Apollo, has an OpenAI agent score it 0 to 80 as Hot, Warm or Cold, saves it to Airtable without duplicates, and alerts the team in Slack and Gmail. In testing, the same lead got scores anywhere from 25 to 77 when company data was missing. So if enrichment fails, the workflow now skips scoring, marks the lead 'Not Scored', still saves it and sends a separate Slack alert.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Some evidence
n8nSource-linked
SalesWeb

After-Hours WhatsApp Assistant for a Study-Visa Consultancy: Answers in English, Hindi or Punjabi and Never Guesses Fees

A builder made an n8n WhatsApp assistant that answers student questions for a study-visa consultancy after hours. It answers only from the consultancy's own material on services, documents, intakes and offices, and never makes up fees, test scores or visa chances; those go to a counsellor. It collects the student's name, service, country and best time to call one question at a time, replies in the student's own language (English, Hindi or Punjabi) and saves each lead to a table. He shares what tripped him up, including the AI telling students their details were saved when they weren't, until he told it to confirm only after the save worked.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Some evidence
n8nSource-linked
SalesX · 2026-10

5 eBay Listings a Day From iCloud Photos: Grok Bot Drafts Them and Reworked His Stale Listings Overnight

His eBay assistant, which he calls Flipper, drafts listings from a shared iCloud photo link, about 5 a day, and he checks each one. It also rewrote titles and item details on listings that weren't selling, flagged items to bundle or donate, and reorganized his store categories overnight.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Some evidence
Grok BotSource-linkedNeeds verification
SalesWeb · 2026-10

A Sales Deck Built From Her Phone, Ticket Shopping That Never Finished: Claire Vo's Week With Claude Duet

Claire Vo (ChatPRD, How I AI) reviewed Claude Duet for Lenny's Newsletter. It built a sales deck in Google Docs while she was on her phone, and pulled sales pipeline data from Slack, email and her CRM. Other jobs were slower: shopping for Warriors tickets took more than 10 minutes and never closed the loop, and inbox triage was only okay.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Some evidence
Claude DuetSource-linkedNeeds verification
SalesWeb

Cake Orders in Nepali, Roman Nepali and English: A 98-Node n8n WhatsApp Agent That Can Never Mark an Order Paid

A developer in Nepal built a WhatsApp and website-chat ordering agent for a cake shop. Customers write in Nepali, Roman Nepali and English, often mixed, and send voice notes, photos and payment screenshots. The agent proposes orders, but code checks items, dates and delivery fees, prices come from the shop's own database, and a vision model only flags payment screenshots for the owner to confirm. A staff reply pauses the bot for that customer and the owner gets a Telegram alert when it needs help. It runs in production for the client.

  • Level Advanced
  • Setup1–3 hrs*
  • Evidence Some evidence
n8nSource-linked
SalesX · 2026-03

Run a 4-agent cold outreach pipeline

Scrapes 500+ leads, verifies the emails, writes a personalized icebreaker from each lead's website, and uploads everything to an Instantly campaign.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Anecdotal
OpenClawClaude CodeSource-linked
SalesX · 2026-02

Generate a client meeting-prep microsite

Before a client call, the agent built a meeting-prep website and a demo dashboard of the data it can pull, tested on a real use case.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Anecdotal
OpenClawSource-linked
SalesReddit

Manus lead-to-meeting workflow for a freelancer

Picks a contact from the database, writes a briefing, drafts a custom message, attaches portfolio assets, builds a presentation, logs it in the CRM, sends, follows up, and adds booked meetings to Calendar. It runs daily.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Anecdotal
ManusSource-linkedNeeds verification
SalesReddit

$50/24h outreach experiment: brutal site critiques, 60% replies

A context bug made the agent drop its polite template and send blunt, specific critiques of founders' sites to 40 founders. The author reports a 62% reply rate, 8 calls, and 2 paid $300 audits.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Anecdotal
Custom agentSource-linked
SalesReddit

Clay + Claude: 2,000 sends to 5 meetings in 5 days

Sales Navigator list enriched in Clay, Claude writes a personalized first email, 2 follow-ups and 3 subject lines, then emails are verified and sent via Smartlead.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Anecdotal
ClaudeSource-linkedNeeds verification
SalesX · 2026-10

Find local businesses already advertising, as sponsor leads

For a local newsletter, the agent finds businesses already running local ads, checks they serve the area, finds the contact info they publish, and saves each lead with the original ad attached. It never guesses contact details and flags anything it couldn't verify.

  • Level Beginner
  • Setup~30 min*
  • Evidence Anecdotal
Hermes AgentChatGPT AgentCodexSource-linkedBeginner-friendly
SalesWeb

Text back missed callers and answer them with AI

An n8n workflow texts anyone whose call goes unanswered, answers questions from the business's own info, and texts the owner when a lead is ready. It double-checks the call was really missed and won't double-text. It's live at a bike touring company.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Anecdotal
n8nSource-linked
SalesX · 2026-09

Find a dormant lead and write the re-engagement email

A marketer connected Grok Bot to his lead tracker. It found a lead that had gone quiet, came up with an approach, and wrote a re-engagement email.

  • Level Beginner
  • Setup~30 min*
  • Evidence Anecdotal
Grok BotSource-linkedBeginner-friendly
SalesWeb

Screen hundreds of daily brand-deal emails for the few real leads

An influencer agency had about 500 new emails a day, with only 2–4 qualified brand deals among them. It set up Lindy on each influencer's Gmail inbox with custom prompts to qualify leads and send replies.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Anecdotal
LindySource-linkedNeeds verification
SalesWeb

Generate a prospect list from your ideal customer profile

A media company trained a Zapier agent on its target advertiser personas. The agent searches the web for matching companies and contacts and drops them into Google Sheets, ready for review or for import into Salesforce or Instantly.

  • Level Beginner
  • Setup~30 min*
  • Evidence Anecdotal
Zapier AgentsSource-linkedBeginner-friendlyNeeds verification
SalesWeb

Enrich every new HubSpot contact automatically

Zapier's tutorial sets up an agent that runs whenever a contact is added in HubSpot. It searches the web for the person and company and fills in the empty fields. A second agent checks your calendar each morning and sends you a Slack DM with background on external meeting guests.

  • Level Beginner
  • Setup~30 min*
  • Evidence Anecdotal
Zapier AgentsSource-linkedBeginner-friendlyNeeds verification
SalesWeb · 2026-09

Grok Bot Drops a Prep Card 15-35 Minutes Before Every Customer Call

An xAI post-sales lead runs a routine that checks every 15 minutes but only writes a prep card when a call is 15 to 35 minutes away. The card covers who's on the invite and who actually accepted, the one thing to leave the call with, a few talking points with links, and a short do-not list. Other routines list unfinished promises three times a day and surface unanswered asks where the next move is hers.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Anecdotal
Grok BotSource-linkedNeeds verification
SalesReddit · 2026-10

An Agent Logs Every Sales Call and Blocks Repeat Calls to the Same Lead

After every sales call, an agent writes it into the call log and the CRM, and before anyone gets a number to call, it checks that log first. The team once almost called a broker they had already spoken to, with three new scripts ready; since then nothing goes on the call list without that check.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Anecdotal
Unnamed agentSource-linkedNeeds verification
SalesWeb · 2026-08

Grok Bot Sends 1 Weekly Roundup of Everything a Key Account Said in Public

xAI's enterprise GTM lead shares the prompt for a weekly media rundown on each strategic account. Before the first run it asks which industry, signal topics and roles matter. Then it searches for new webinars, podcasts, talks, exec interviews and X posts from people at the account, keeps a state file so it only reports genuinely new items, and actually consumes each one: 3 to 6 takeaways, every mention of your category and competitors with sentiment, quotes with timestamps, and possible buying signals. If nothing is new, it sends one line saying so.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Anecdotal
Grok BotSource-linkedNeeds verification
SalesX · 2026-10

20,000+ Tooling Items Searched in Seconds: A 30-Year CNC Veteran's Grok Bot Preps Every Customer Visit

A machine-tool salesman with 30 years in manufacturing uses Grok Bot as an engineering assistant. It searches more than 20,000 tooling items, cross-references competitor part numbers, checks tool fit on a customer's Swiss lathe, recommends inserts and starting speeds and feeds, and reviews part drawings so he walks into each visit prepared.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Anecdotal
Grok BotSource-linked
SalesX · 2026-10

Over $8,000 in Unclaimed Money for 150 Contacts, 4 Meetings Booked: Grok Bot Checked a Customer List

How do you give clients a reason to call you? He built an unclaimed-property bot and had it check his customer list. It found more than $8,000 waiting for 150 of his personal contacts and emailed each one how to collect it. He already has 4 client meetings from it, and clients are sending him photos of the checks they got.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Anecdotal
Grok BotSource-linked
SalesX · 2026-10

Call Notes to CRM, Morning Route Planned: An Outside Sales Rep's Grok Bot Flags Accounts Quiet for 30+ Days

How do I spend more time with customers and less on admin? An outside B2B sales rep says his Grok Bot turns his voice-dump call notes into Notion CRM updates, so he never types into Notion. Every morning it plans his driving route around existing meetings, overdue accounts and drive time. Every Monday it flags accounts with no meeting in 30+ days, and it keeps reminding him about follow-ups until he says they're done.

  • Level Intermediate
  • Setup1–3 hrs*
  • Evidence Anecdotal
Grok BotSource-linked
SalesX · 2026-10

A $5.99 Card Listed With the Wrong Player's Photo: Now His Grok Bot Checks Every Live Title Against Its Own Picture

Could your listings show the wrong product? A side-business sports card seller's Grok Bot team found one of their live listings titled for one player at $5.99, but the photo was a different player. The catalog had matched the wrong card and nobody had looked. Now the bot checks every live title against its own photo.

  • Level Beginner
  • Setup~30 min*
  • Evidence Anecdotal
Grok BotSource-linkedBeginner-friendlyNeeds verification

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