Salesforce AI Sales Assistant | AE/BDR Automation Agent

The ultimate AE/BDR sidekick. This AI sales assistant that automates your entire Salesforce workflow. Built for account executives (AEs) and business development reps (BDRs), this sales automation agent handles opportunity creation, customer research, meeting scheduling, pipeline reviews, and more, all through natural conversation.

Key sales automation features

• Salesforce CRM automation: Create opportunities, update deals, and manage pipeline without switching tools

• Sales intelligence & research: Enrich contacts and research prospects using Apollo and Parallel

• Email automation: Draft personalized outreach with proven frameworks (4T, SMYKM, 30MPC)

• Meeting scheduling automation: Coordinate calls automatically via Google Calendar

• Deal qualification: Qualify opportunities using MEDDPICC, SPICED, or BANT methodologies

• Multi-platform integration: Connects Gmail, Slack, Apollo, Salesforce, and more

How this agent works

This agent connects to several tools:

• Apollo: for enriching contacts and organizations

• Google Calendar: for scheduling meetings and creating calendar events

• Gmail: for sending emails to prospects

• Parallel: for performing web research and enrichment

• Salesforce: for creating and managing opportunities, and retrieving relevant deal information

• Slack: for retrieving relevant information from Slack channels

Tip: this agent will ignore any messages in a thread if you preface them with “aside.”

How to set up this agent

• Authenticate services with your credentials: Google Calendar, Gmail, Salesforce, and Slack

• Explain your role: in the General Overview section of the Instructions, replace the “My job…” sentence with a description of your own role.

• Specify your preferred time zone and scheduling parameters: by default, this agent is set to operate in Pacific time. In the General Overview section of the Instructions, you can replace the section about PST with your own time zone and any additional timing restrictions (e.g., prefer these days of the week, avoid scheduling over this recurring meeting, etc.)

How to customize this agent further

• Add additional tools/Remove extra tools: if there are other tools that you use in your own sales processes, feel free to add them to this agent. Remove any tools you don’t use, too — removing unnecessary tools will improve agent performance.

• Replace the sales qualification/email writing frameworks with your own preferred frameworks: If you have your own frameworks you’d prefer to use, feel free to replace MEDDPICC, SPICED, etc. with something else.