Common Tasks to Assign to AI Tools

Hey Salespeople: Here is a collection of current use cases for AI in sales & CS: ** GenAI in Sales ** --> Draft messaging for personalized email outreach --> Generate post-call summaries with action items; draft call follow ups --> Provide real-time, in-call guidance (case studies; objection handling; technical answers; competitive response) --> Auto-populate and clean up CRM --> Generate & update competitive battlecards --> Draft RFP responses --> Draft proposals & contracts --> Accelerate legal review & red-lining (incl. risk identification) --> Research accounts --> Research market trends --> Generate engagement triggers (press releases; job postings; industry news; social listening; etc.) --> Conduct role-play --> Enable continuous, customized learning --> Generate customized sales collateral --> Conduct win-loss analysis --> Automate outbound prospecting -->Automate inbound response --> Run product demos --> Coordinate & schedule meetings --> Handle initial customer inquiries (chatbot; voice-bot / avatar) --> Generate questions for deal reviews --> Draft account plans ** Predictive AI in Sales ** --> Score leads & contacts --> Score /segment accounts (new logo) --> Automate cross-sell & upsell recommendations --> Optimize pricing & discounting --> Surface deal gaps / identify at-risk prospects --> Optimize sales engagement cadences (touch type; frequency) --> Optimize territory building (account assignment) --> Streamline forecasting (incl. opportunity probabilities; stage; close date) --> Analyze AE performance --> Optimize sales process --> Optimize resource allocation (incl. capacity planning) --> Automate lead assignment --> A/B test sales messaging --> Priortize sales activities ** GenAI in CS ** --> Analyze customer sentiment --> Provide customer support (chatbot; voice-bot / avatar; email-bot) --> Draft proactive success messaging --> Update & expand knowledge base (incl. tutorials, guides, FAQs, etc.) --> Provide multilingual support --> Analyze customer feedback to inform product development, support, and success strategies --> Summarize customer meetings; draft follow-ups --> Develop customer training content and orchestrate customized training --> Provide real-time, in-call guidance to CSMs and support agents --> Create, distribute, and analyze customer surveys --> Update CRM with customer insights --> Generate personalized onboarding --> Automate customer success touch-points --> Generate customer QBR presentations --> Summarize lengthy or complex support tickets --> Create customer success plans --> Generate interactive troubleshooting guides --> Automate renewal reminders --> Analyze and action CSAT & NPS ** Predictive AI in CS ** --> Predict churn; score customer health; detect usage anomalies, decision maker turnover, etc. --> Analyze CSM and support agent performance --> Optimize CS and support resource allocation --> Prioritize support tickets --> Automate & optimize support ticket routing --> Monitor SLA compliance

Stop treating AI like a magic wand. Start using it like a smart assistant. You're drowning in tasks that AI could handle in seconds. But most people ask it the wrong questions. While others struggle with vague requests, you'll have exact prompts that actually work. 10 AI Prompts That Replace Hours of Work 🔥 1) "Summarize this email thread and highlight action items" ↳ Paste long email chains. Get clarity in seconds, not minutes. 2) "Turn these meeting notes into 3 clear next steps" ↳ Stop leaving meetings confused. Get actionable takeaways instantly. 3) "Write a professional response declining this request" ↳ Say no gracefully without spending 20 minutes crafting the perfect email. 4) "Create a 1-week meal plan using ingredients I already have" ↳ Stop staring into your fridge. Get dinner planned in 30 seconds. 5) "Draft a follow-up email for this overdue project" ↳ Navigate awkward check-ins without the stress of perfect wording. 6) "Explain [complex concept] in simple terms for my team" ↳ Break down complicated ideas without hours of research and rewriting. 7) "Create a template for [recurring task] I do weekly" ↳ Stop reinventing the wheel. Build reusable systems once. 8) "Proofread this and suggest improvements" ↳ Catch errors and improve clarity without multiple read-throughs. 9) "Generate 5 subject lines for this important email" ↳ Stop overthinking your inbox approach. Get options fast. 10) "Break this big project into smaller, manageable tasks" ↳ Turn overwhelming projects into clear action steps in minutes. AI isn't magic. It's a tool that works best when you know how to use it ✨ What's one task you wish AI could handle for you? -- ♻️  Repost to help your network work smarter with AI 🔔 Follow Dr. Carolyn Frost for more practical productivity strategies

5 AI frameworks that save top performers 10+ hours every week I watched a CEO friend close his laptop at 2pm on Thursday. "Done for the day," he said. Six months ago? 8pm was normal. The difference? Not harder work. Smarter AI systems. PwC research shows: AI users see 4x productivity gains and earn 56% more. Here's what winners do differently: 1. The Brain Offload System - Turn repeating thoughts into AI prompts - Let AI handle small decisions - Save your focus for what matters most 2. The Batch Processing Method - Group similar AI tasks together - Use one knowledge base for all tools - Create prompts once, use them everywhere 3. The Tomorrow Prep Framework - Set AI to prepare what tomorrow-you needs - Train it on your best past work - Automate the setup tasks you hate 4. The Results-First Approach - Focus on outcomes, not process - Tell AI the goal, not just the steps - Review only the final product 5. The Connection System - Link your AI tools to work together - Build feedback loops between you and machines - Set up once, benefit daily 92% of businesses see real results from AI. But most use it randomly, not strategically. The difference isn't having AI tools. It's having an AI system. Which framework will you try first? ↓ Share below ♻️ Repost if this shifted your perspective 🔔 Follow Kabir Sehgal for more productivity insights

I keep a simple rule for tools. Match the job, not the hype. Over the past months I tested dozens of AI products across my daily workflow on The Ravit Show. Research. Writing. Slides. Data analysis. Coding. Voice. Design. Video. Hiring. Dev tooling. I pulled the keepers into a one-page guide so my team can grab the right tool fast and move on with the work. How to use this carousel 1. Start from the job you need this week. 2. Pick one tool. Give it a 30 minute test with your real task. 3. Write down what worked and what did not. 4. If it saves time, keep it. If it adds friction, drop it. A few stacks I reach for • Agents and workflows: LangGraph or CrewAI when I need orchestration without heavy setup • Docs and slides: Tome or Gamma to go from notes to a deck quickly • Data insights: Akkio or DataSquirrel to turn CSVs into answers • Code help: Codeium or Tabnine for quick refactors and tests • Voice and video: ElevenLabs for voice, Runway or Pika for fast visuals • LLM app plumbing: Langfuse to trace, PromptLayer to manage prompts The full list with categories is in the carousel. Save it for your team and update it as your needs change. ---- ✅ I post real stories and lessons from data and AI. Follow me and join the newsletter at www.theravitshow.com