AI sales copilot
An AI assistant your sales team can ask about leads, which looks up and updates your CRM, researches prospects online and sends emails.
What it does
Your team sends a question or instruction, for example "what do we know about this lead?" or "send them a follow-up". An AI agent with short-term memory works out what is needed, searches and updates lead records in Airtable, researches the person or company on the web and LinkedIn, and can send an email from Gmail. It replies with a clear answer.
Trigger
A request arrives from your sales tool or chat interface through a webhook.
Steps
- The request reaches an AI agent that remembers the recent conversation.
- The agent searches lead records and updates them where needed.
- If asked, it searches the web and LinkedIn and reads relevant pages.
- It drafts and sends emails through Gmail when instructed.
- The answer is formatted and returned to the person who asked.
Tools
- n8n
- AI agent (Google Gemini)
- Airtable
- Gmail
- Web search and page scraping
Who it suits
Small sales teams that keep leads in a CRM and want quick answers and updates without clicking through records.
Want this set up for your business?
It starts with the £450 Payback Check: one process timed and scored, a written report and a fixed quote.
£450 Payback Check. Credited if you book a build within 30 days.