AI workflow examples for Sales and Marketing

Reported operating use

AI ad campaign management: Advolve example

Advolve · Digital marketing operations

Generate creative, configure and deploy advertising campaigns and allocate budgets across platforms

Reported operating use

AI car buyer qualification: Cars24 example

Cars24 · Automotive marketplace

Buyer qualification, catalog recommendation, test-drive booking and follow-up; seller inspection scheduling; purchase-order review

Limited published evidence

AI sales deal briefs: Rippling example

Rippling · HR/finance software / internal sales

Sales opportunity research, Gong-call synthesis and Slack deal briefs

Limited published evidence

AI lead follow-up dashboard: Zapier example

Zapier · Automation software / revenue operations

Lead follow-up coverage and weekly executive dashboard

Limited published evidence

AI launch readiness checks: RingCentral example

RingCentral · Enterprise communications / product operations

Monthly launch readiness checks across product and go-to-market work

Reported operating use

AI sales email CRM: Anthropic example

Anthropic · Sales and customer operations

Sales email drafting, CRM coordination and pipeline visibility

Reported operating use

AI merchandising analysis: Walmart example

Walmart · Retail and merchandising

Merchandising product analysis and operational questions

Reported operating use

AI welcome email workflow: Vetano example

Vetano · Revenue operations and customer onboarding

Revise account-welcome workflows with test-email approval

Reported operating use

AI merchandise recommendations: Fanatics example

Fanatics · Retail and ecommerce

Assemble coordinated merchandise recommendations

Reported operating use

AI retail team debriefs: Credit Saison example

Credit Saison · Financial services and retail sales operations

Summarize daily retail team debriefs and next-day handover items

Limited published evidence

AI security questionnaire: Box example

Box product demonstration · Security review and sales operations

Answer a security questionnaire from approved policies and route unsupported claims for review

Source accounts: @Box, @levie

Limited published evidence

AI RFP contract agent experiments: Box example

Box internal experiments · Sales, legal operations and engineering

Draft RFP responses, extract contract data, fix bugs and update SDKs

Source accounts: @levie

Limited published evidence

AI content strategy in Google Docs: Mike Fishbein example

Unnamed agency (reported by Mike Fishbein) · Marketing and content strategy

Prepare source-linked content-strategy suggestions and tag open questions in Google Docs

Source accounts: @mfishbein

Limited published evidence

AI cold call practice: Mike Fishbein example

Unnamed client (reported by Mike Fishbein) · Sales enablement and onboarding

Practice cold calls and review readiness using company-specific buyer scenarios

Source accounts: @mfishbein