October 8, 2025 • 17 mins
Stop asking AI for answers and start letting it act. We break down how OpenAI’s Agent Kit flips sales from reactive prompts to proactive, multi-step workflows that coordinate CRM, email, calendar, and call intelligence like an orchestra under a single baton. I walk through what launched, why it’s different from traditional automation, and how a visual Agent Builder, Chat Kit for human-in-the-loop feedback, and built-in evals make it practical for frontline reps—not just ops and engineering—to build production-ready agents in minutes.
We get specific with three high-impact use cases you can clone: an inbound orchestrator that checks Salesforce, enriches with public insights, drafts a reply, and summarizes in Slack; a deal health sentry that monitors engagement, multithreading, and silence windows, then escalates with context; and a proposal producer that pulls your last call, maps to your statement-of-work template, asks clarifying questions, and outputs a Google Doc v1. Along the way, I share a story from my early career about finding conversion “quiet pockets” and how the same insight now takes thirty minutes to automate end-to-end.
There are guardrails: keep the human touch for tone and senior outreach, expect occasional connector changes, and invest time upfront to define quality. But the upside is real and immediate—sellers who learn agents can 2–3x output and build compounding advantage. If you’ve ever felt buried in follow-ups, prep, and proposals, this is your way out through orchestration, not hustle theater. Subscribe, share this with your team, and tell me the first workflow you’ll automate. And if you want hands-on help, join our AI certification and leave with working agents and a repeatable playbook.
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
SPEAKER_00 (00:00):
Many sales bots do one thing.
They might reply.
They might schedule.
But with an agent, you can builda flow.
So you can say, hey, if somebodywho is a prospect in Salesforce
emails, the agent can then checkthe CRM.
It could one, obviously, draft awrite-up.
It could escalate something.
You could say, hey, Jake, youshould probably send this to
(00:21):
your leader.
It could immediately enrich witha third-party trend.
You could create an agent thatsays, Hey, if a prospect emails
me, I want you to then go andfind three publicly available
insights about that company thatare relevant to what we do, and
then feed that back to me inSlack.
You could do that today.
AI Powered Seller.
(00:42):
What is going on, everybody?
Welcome to a very specialedition of the AI Powered
Seller.
I am your host, Jake Dunlap.
Really excited for you all tojoin.
Very, very big news on Monday.
If you did not see it, um OpenAIin their dev day.
They actually announced this devday uh quite a bit, I think back
(01:04):
in June, maybe.
Um but this dev day turned outto be a lot more than I think
what a lot of people thought washappening.
And yeah, I like to describewhat OpenAI rolled out.
It's think about like you're aconductor of an orchestra.
Okay, there's hundreds ofinstruments, they're all playing
in time, all contributing tothis beautiful symphony.
(01:26):
Now imagine that orchestra isyour sales org and your data
systems, your sales tools, yourCRM, quoting, follow-up,
cross-functional customersupport.
Uh all of those things are nowhumming together.
That the person conducting canbe you as an individual seller.
(01:47):
It can be you as a sales leader.
And this whole concept of beingable to bring all these systems
together in a way that wasn'tthis like data lake of this and
this, and oh my gosh, we've gotto spend you know two years to
clean up our data, seemedimpossible.
But on Monday, it becamepossible.
(02:09):
And within one tool.
Now, you know, for a lot of youwho might be more advanced,
there's there's tools, workflowautomation, workflow connecting
tools like uh N8N and Make andZapier, even uh Workado, like
you name it.
These tools have been around fora little bit.
But but there's something reallyspecial about Agent Kit, which
is what was announced andlaunched on Monday that I think
(02:32):
is going to have a massiveimpact on all sellers out there.
Um, it is also really exciting.
So we have our AI certificationprogram jumping off.
Make sure to sign up and teachyou how to build in the new tool
as well, too, or make if youhave another tool that you want
to use, we can help you there.
Uh, but but this to me wasreally a wake-up call for
(02:55):
anybody in sales.
These tools are becoming easy,they're becoming so integrated
that not using them is almost,you know, it's like I'm I'm
gonna keep using the yellowpages when the internet exists,
or I'm gonna keep reading bookswhen I can go to a search
engine.
I really feel like this conceptof what goes into being an
(03:18):
innovative seller and anAI-powered sale seller has
really changed.
And for all my Chat GPT users,it's changed for you in a very
big way.
So let me start with the gist.
Okay.
Agent Kit, okay, is theiranswer.
It's a complete set of buildingblocks that's gonna help you
tape agents uh from prototype toproduction in this demo.
(03:41):
It's pretty crazy.
We'll link to the demo as well.
They built two automations ineight minutes.
They connected multiple systemsand built autonomous agents in
eight minutes.
And that's why when a lot of youhear this stuff, you might
originally go, Jake, I'm nevergonna build in a workflow tool.
I don't need to know this.
(04:01):
My tech team does.
No, there are many, manysalespeople, you know, who are
understanding how to build thesethings.
There are many, many people outthere that are realizing the
future is now.
The future is in these types oftools.
And if I don't learn how to usethese tools, I am going to be
left behind.
So let's talk about what goesinto Agent Kit.
(04:25):
The first is Agent Builder.
It's this visual tool.
Think of it like a Canva foragents, where you design the
logic and workflow.
If you've seen an N8N, you know,you're saying, okay, the first
is this webhook that pulls indata from Salesforce.
Then it goes to this agent thatdoes account research and prep.
And then it goes to this onefrom Gong and pulls in the call,
(04:45):
and then it combines the newcall prep and research with the
Gong and then pipes it back toSalesforce.
That's just an example of one ofthese workflows.
Uh the next is a chat kit.
What does a chat kit do?
Well, it allows you to turn anyof these into your own like
little mini app.
So let's say if you're a rep andyou want to, you're tired of
sending out recap emails.
You know, you can then you knowhave not only the automation,
(05:08):
but you could also have a littlechat where it chats you and
says, Do you like this output?
And you're like, nah, make it alittle more like this.
It's like, okay, great, and nowI'll send it for you.
So it the ability to go back andforth in a chat environment is
huge.
This is pretty crazy.
Okay.
This is this is where we startto get a little meta, which is
evals for agents.
These are tools that evaluatethe quality of the agents
(05:32):
themselves.
So think step-by-step uh tracegrading of like the different
instructions, promptoptimization, data set
evaluation.
So literally the tools now canevaluate each other as you build
it.
And then obviously, this kind ofconnector registry where you
know I can kind of pull togetherall the different third-party
APIs or get access to otherAPIs.
(05:53):
So these these tools, theseno-code tools have been around
for a little bit.
The the issue has been and whythis is such a big deal, it's we
used to have to, you have toused to kind of understand a
little bit how to use these.
Maybe the APIs weren't thatgood.
But you know, the fact that thisis really kind of moving
(06:13):
everything into not justreactive chat or prompt-based
chat, but truly multi-stepactions that are being
coordinated across systems, thatis the next level.
My my big takeaway for everyoneis to think about this concept
of where we are today.
We're moving away from thisworld where we ask AI to do
(06:35):
something to a world where AIdoes things for us.
And that is where I feel like ifyou're in sales, I'm gonna talk
through what I think are threevery, very relevant use cases
for you.
That you as an individual rep,yes, you are 22 years old.
You are sitting there, you aretrying to figure out how to
optimize your day-to-day.
You can be doing this.
(06:56):
I did a version of this, okay.
Let me tell you theback-in-the-day version of this.
When I was uh just out ofcollege, I was 23, um, and I
ended up uh at a professionalsports team in baseball.
They had an inbounds sales loop.
And what would happen is that ifyou were on a call, it would
skip you and go to the nextperson.
And so I was already one of thetop two performers on the team.
(07:18):
And at the end of the season, Iwent in, and again, I was not
like a math wizard, but what Iwas is I I love stats.
And so what I went and did is Iwent and analyzed every single
inbound call sale and what timeof day it happened.
And I found these pockets reallyearly morning, about 11 o'clock,
about two o'clock, like 410,these little pockets of 20, 30
(07:43):
minutes where nobody called in.
And so by using the data, Irealized, well, why don't I just
make all my calls then?
And so, and that began everyoneelse's uh week from hell, where
I just sat there and I was doingmy emails, I did my follow-ups,
and then it would be Tampa BayRays.
This is Jake.
(08:03):
Next one, Tampa Bay Rays.
So they they kept making callsand kept making calls, and I
just let the phone loop skip allthe way around to me.
Then I made all my calls duringthe times whenever uh you know
somebody didn't call in.
And after about two or threedays, people figured this out.
And and I went and I showed themthe scatter plot.
I showed them what I had done.
(08:24):
What do you think people did?
Do you think they're like, ohwow, okay, that makes sense,
Jake.
That's databased.
Um, I should do that.
The answer is no.
They kept doing, they kept justdoing it.
And so eventually, like over aweek, they like changed the
phone system, which is fine.
But you know, it's a goodexample.
I had to do that by hand.
I had to pull in CRM data,normalize it into some type of
(08:46):
Excel, um, look for thepatterns, etc.
But now with these types oforchestrations, I could
literally have built that agentin like 30 minutes.
And not only that, it would haveprobably been even more precise.
It's like, oh, Jake, also youshould do like a 10-minute call
block here or a five-minutethere.
So that for me, I have alwaysbeen the type of frontline
(09:06):
seller who is always looking forways to, you know, get ahead and
to continue to outperform bystill working extremely hard.
And so if you're a frontlineseller and you're like, well,
Jake, this seems interesting.
I'm telling you, my friends,this is interesting to you
because this can be your gamechanger.
This can be your two to threeXer.
(09:27):
And so I want to try to give youmaybe three tactical examples of
the types of autonomous agentsthat you could build.
One, you could do what I justsaid.
If you're on an inbound loop orsomething like that, you could
try to build that one.
Like, okay, webhook into mySalesforce runs through this
agent that's looking for thistype of data, build it out into
a table, et cetera.
So you could build that one.
(09:47):
Um, so the the thing that Iwould think about is automating
personalized orchestrationacross tools.
Okay.
And these are the types ofagents that could coordinate
across CRM, email, calendar, andmaybe like your conversational
intelligence, right?
So many sales bots do one thing.
They might reply, they mightschedule.
But with an agent, you can builda flow.
(10:09):
So you can say, hey, if somebodywho is a prospect in Salesforce
emails, the agent can then checkthe CRM.
It could one, obviously, draft awrite-up.
It could um escalate something,you could say, hey, Jake, you
should probably send this toyour leader.
It could immediately enrich witha third-party trend.
You could create an agent thatsays, hey, if a prospect uh
(10:31):
emails me, I want you to then goand find three publicly
available insights about thatcompany that are relevant to
what we do, and then feed thatback to me in Slack.
You could do that today, right?
In AgentKit, you can do this.
Um, think about number two,real-time contextual like
escalation/slash assist, right?
(10:53):
An agent could observe one ofyour activities and suggest or
perform actions proactively.
So the agent's watching a livedeal, it sees that you know
there's rules in place.
Um, there's only one person andyou've had three meetings, for
example.
Um, there hasn't been any typeof interaction in the last five
(11:14):
days, something like that.
And then immediately escalate,immediately slack you.
Hey, what's up, Jake?
Just so you know, you haven'thad an email from Tim, you might
want to follow up.
Right?
That's a really big one.
And last but certainly notleast, is just the ability to
continue to scale yourself.
Um, you know, I can see a worldwhere, like, let's say the
(11:34):
things that I do over and overagain, you know, let's say uh
again, I mentioned follow-upemails, but let's say I also
have to create proposals.
You know, I what I might do is Imight, as I continue to try to
optimize and scale myself, issay, hey, um, initial uh Zoom
API pulls in a call recordingfrom my number specifically.
I then say, hey, here is mystatement of work or how I like
(11:57):
to structure my statements ofwork.
I then process that, I then pushback a couple of clarifying
questions to Slack.
So using the builder back toSlack, I clarify and then it
spits out a Google Doc with aversion one of the statement of
work.
Again, scaling yourself.
Okay, so when I think about youknow this type of world, you
(12:19):
know, if you are a top seller,this is what you have to do.
If you want to know how to dothis stuff, make sure to sign up
for our certification program.
But again, eight minutes.
Literally in the demo, theybuilt two of these things in
eight minutes.
And and I do want to hit on thechallenges here too, that maybe
some things and risks that Iwant for you all to watch for as
(12:41):
well, too.
You know, blind optimism andthis is going to do everything
is not true.
You want to make sure that we'rekeeping the human touch.
So that's why, again, you're nothearing me talk about a lot of
like automated automated emails.
Now, you know, look, uh, youknow, hey, create trigger if uh,
you know, propose email equalsproposal type to type up a draft
that I can then potentiallysend.
(13:02):
I'm all for that.
Have it type up a draft and thenyou know, uh go ahead and you
know try to make it a littlemore personalized the situation
for sure.
But again, make sure you youthink about yeah, it'd be great
if if a workflow could do that,but a machine, you know, might
not, you know, do as good as Icould do, etc.
Um another thing is tounderstand that as APIs change,
(13:26):
you're gonna have to adjustthings.
So, you know, maybe one of yourconnection tools, they change
their API.
Um, sometimes they degrade,sometimes they update their
logic, and so things flowdifferently.
Um, but again, make sure thatyou're staying on top of some of
those things as well.
And and number two is the timethat it's gonna take you up
front to invest in this.
(13:46):
And I don't really think thatthat's a risk.
I think it's a risk for thepeople that don't invest in it.
And so if I was a rep, I wassitting in your shoes, this is,
you know, I don't really know ifthere's anything that's come
about to where I could actuallydouble or triple my output.
And this is no bullshit.
This isn't, you know, oh yeah,maybe I could get a little
better.
This is double to triple myoutput than this.
(14:08):
So um, that's what I've got,man.
That is my quick little recapfor you on open AI's dev day.
I want you to think thisconcept, a couple key takeaways
I want you all to run with is,you know, number one, agent
infrastructure is the next waveof automation.
We're moving from bots and APIsto autonomous agents, tools that
(14:31):
reason and act.
And agent kit is a major kind ofout-of-the-box enabler, if you,
especially if you're a ChatGPTfan.
Um, these workflows, number two,um, the ability to orchestrate,
assist, and iterate on thesedifferent workflows are
literally gonna allow people totwo to three X themselves.
Um, and and three is the time toexperiment is now.
(14:54):
Early adopters are going to gaina massive, competitive and not
only competitive, compoundingadvantage.
You as a seller are gonna beable to experiment and start to
realize the art of possible.
And as the next thing comes out,you're like, I already know what
to do with that.
I already know what to do withthat.
And you as a rep are truly goingto be in a different class as
(15:15):
the rest of your sellers.
So that's what I've got hot offthe press, hot off the press, um
uh just from Monday.
And again, I want you to thinkabout you know, the orchestra,
right?
The conductor, that agent kitand tools like it, you know, are
gonna be the conductor forcebehind your revenue machine,
right?
And you actually have anopportunity as the seller to be
(15:38):
the conductor.
You have the opportunity toorchestrate these things
together in a way that's notsuper techie.
And I think that that's whatstopped a lot of sellers, and
that's what stopped us frommoving forward is like, oh, it's
technical.
I don't know about this.
Well, guess what?
In today's day and age, youdon't need to be that technical
to build a lot of these out.
And the first movers are gonnahave massive, massive advantage.
(16:00):
So that's a quick hitter for youon this Wednesday.
Uh, make sure to forward thisalong to your teams.
Um, if you're watching onYouTube, make sure to subscribe
to the channel, sign up for thenext one if you're listening.
Um, make sure you go get infront of your computer
immediately.
We will put some links so youcan go check out you know other
summaries as well.
But I want all of you to realizewhether you're a Chat GPT fan or
(16:22):
not, the concept of what we'retalking about of agents and
workflows working across toolsis the future.
And it's time to get up to speedand make sure you tune in every
single week to the AI PoweredSeller, where I do my absolute
best to bring you what I thinkis the most relevant AI news for
everyone in sales.
Make sure if you want morehands-on support, you want to
(16:43):
nerd out on this, sign up forour AI certifications.
They kick off in a few weeks.
I promise you, and I've saidthis again, if you do not leave
that course saying, Jake, thishas changed my life, 100% money
back guarantee.
100%.
Right.
And we're gonna build on what Ijust talked about as well, too,
which is really cool.
Brian, our AI lead, was tellingme, he's like, Jake, I think we
(17:04):
should do this in the AI agentkit.
I was like, Well, I'm good withthat.
So that's what I got, everybody.
Appreciate you tuning in.
Thank you, as usual, uh, for thesupport, the comments, the DMs.
I appreciate it more than youknow.
Uh, and make sure to share withyour teams.
Uh, and I hope it was, you know,helpful and actionable for you
on a Wednesday.
Have a great rest of your week,everybody.
Many sales bots do one thing.
They might reply.
They might schedule.
But with an agent, you can builda flow.
So you can say, hey, if somebodywho is a prospect in Salesforce
emails, the agent can then checkthe CRM.
It could one, obviously, draft awrite-up.
It could escalate something.
You could say, hey, Jake, youshould probably send this to
(00:21):
your leader.
It could immediately enrich witha third-party trend.
You could create an agent thatsays, Hey, if a prospect emails
me, I want you to then go andfind three publicly available
insights about that company thatare relevant to what we do, and
then feed that back to me inSlack.
You could do that today.
AI Powered Seller.
(00:42):
What is going on, everybody?
Welcome to a very specialedition of the AI Powered
Seller.
I am your host, Jake Dunlap.
Really excited for you all tojoin.
Very, very big news on Monday.
If you did not see it, um OpenAIin their dev day.
They actually announced this devday uh quite a bit, I think back
(01:04):
in June, maybe.
Um but this dev day turned outto be a lot more than I think
what a lot of people thought washappening.
And yeah, I like to describewhat OpenAI rolled out.
It's think about like you're aconductor of an orchestra.
Okay, there's hundreds ofinstruments, they're all playing
in time, all contributing tothis beautiful symphony.
(01:26):
Now imagine that orchestra isyour sales org and your data
systems, your sales tools, yourCRM, quoting, follow-up,
cross-functional customersupport.
Uh all of those things are nowhumming together.
That the person conducting canbe you as an individual seller.
(01:47):
It can be you as a sales leader.
And this whole concept of beingable to bring all these systems
together in a way that wasn'tthis like data lake of this and
this, and oh my gosh, we've gotto spend you know two years to
clean up our data, seemedimpossible.
But on Monday, it becamepossible.
(02:09):
And within one tool.
Now, you know, for a lot of youwho might be more advanced,
there's there's tools, workflowautomation, workflow connecting
tools like uh N8N and Make andZapier, even uh Workado, like
you name it.
These tools have been around fora little bit.
But but there's something reallyspecial about Agent Kit, which
is what was announced andlaunched on Monday that I think
(02:32):
is going to have a massiveimpact on all sellers out there.
Um, it is also really exciting.
So we have our AI certificationprogram jumping off.
Make sure to sign up and teachyou how to build in the new tool
as well, too, or make if youhave another tool that you want
to use, we can help you there.
Uh, but but this to me wasreally a wake-up call for
(02:55):
anybody in sales.
These tools are becoming easy,they're becoming so integrated
that not using them is almost,you know, it's like I'm I'm
gonna keep using the yellowpages when the internet exists,
or I'm gonna keep reading bookswhen I can go to a search
engine.
I really feel like this conceptof what goes into being an
(03:18):
innovative seller and anAI-powered sale seller has
really changed.
And for all my Chat GPT users,it's changed for you in a very
big way.
So let me start with the gist.
Okay.
Agent Kit, okay, is theiranswer.
It's a complete set of buildingblocks that's gonna help you
tape agents uh from prototype toproduction in this demo.
(03:41):
It's pretty crazy.
We'll link to the demo as well.
They built two automations ineight minutes.
They connected multiple systemsand built autonomous agents in
eight minutes.
And that's why when a lot of youhear this stuff, you might
originally go, Jake, I'm nevergonna build in a workflow tool.
I don't need to know this.
(04:01):
My tech team does.
No, there are many, manysalespeople, you know, who are
understanding how to build thesethings.
There are many, many people outthere that are realizing the
future is now.
The future is in these types oftools.
And if I don't learn how to usethese tools, I am going to be
left behind.
So let's talk about what goesinto Agent Kit.
(04:25):
The first is Agent Builder.
It's this visual tool.
Think of it like a Canva foragents, where you design the
logic and workflow.
If you've seen an N8N, you know,you're saying, okay, the first
is this webhook that pulls indata from Salesforce.
Then it goes to this agent thatdoes account research and prep.
And then it goes to this onefrom Gong and pulls in the call,
(04:45):
and then it combines the newcall prep and research with the
Gong and then pipes it back toSalesforce.
That's just an example of one ofthese workflows.
Uh the next is a chat kit.
What does a chat kit do?
Well, it allows you to turn anyof these into your own like
little mini app.
So let's say if you're a rep andyou want to, you're tired of
sending out recap emails.
You know, you can then you knowhave not only the automation,
(05:08):
but you could also have a littlechat where it chats you and
says, Do you like this output?
And you're like, nah, make it alittle more like this.
It's like, okay, great, and nowI'll send it for you.
So it the ability to go back andforth in a chat environment is
huge.
This is pretty crazy.
Okay.
This is this is where we startto get a little meta, which is
evals for agents.
These are tools that evaluatethe quality of the agents
(05:32):
themselves.
So think step-by-step uh tracegrading of like the different
instructions, promptoptimization, data set
evaluation.
So literally the tools now canevaluate each other as you build
it.
And then obviously, this kind ofconnector registry where you
know I can kind of pull togetherall the different third-party
APIs or get access to otherAPIs.
(05:53):
So these these tools, theseno-code tools have been around
for a little bit.
The the issue has been and whythis is such a big deal, it's we
used to have to, you have toused to kind of understand a
little bit how to use these.
Maybe the APIs weren't thatgood.
But you know, the fact that thisis really kind of moving
(06:13):
everything into not justreactive chat or prompt-based
chat, but truly multi-stepactions that are being
coordinated across systems, thatis the next level.
My my big takeaway for everyoneis to think about this concept
of where we are today.
We're moving away from thisworld where we ask AI to do
(06:35):
something to a world where AIdoes things for us.
And that is where I feel like ifyou're in sales, I'm gonna talk
through what I think are threevery, very relevant use cases
for you.
That you as an individual rep,yes, you are 22 years old.
You are sitting there, you aretrying to figure out how to
optimize your day-to-day.
You can be doing this.
(06:56):
I did a version of this, okay.
Let me tell you theback-in-the-day version of this.
When I was uh just out ofcollege, I was 23, um, and I
ended up uh at a professionalsports team in baseball.
They had an inbounds sales loop.
And what would happen is that ifyou were on a call, it would
skip you and go to the nextperson.
And so I was already one of thetop two performers on the team.
(07:18):
And at the end of the season, Iwent in, and again, I was not
like a math wizard, but what Iwas is I I love stats.
And so what I went and did is Iwent and analyzed every single
inbound call sale and what timeof day it happened.
And I found these pockets reallyearly morning, about 11 o'clock,
about two o'clock, like 410,these little pockets of 20, 30
(07:43):
minutes where nobody called in.
And so by using the data, Irealized, well, why don't I just
make all my calls then?
And so, and that began everyoneelse's uh week from hell, where
I just sat there and I was doingmy emails, I did my follow-ups,
and then it would be Tampa BayRays.
This is Jake.
(08:03):
Next one, Tampa Bay Rays.
So they they kept making callsand kept making calls, and I
just let the phone loop skip allthe way around to me.
Then I made all my calls duringthe times whenever uh you know
somebody didn't call in.
And after about two or threedays, people figured this out.
And and I went and I showed themthe scatter plot.
I showed them what I had done.
(08:24):
What do you think people did?
Do you think they're like, ohwow, okay, that makes sense,
Jake.
That's databased.
Um, I should do that.
The answer is no.
They kept doing, they kept justdoing it.
And so eventually, like over aweek, they like changed the
phone system, which is fine.
But you know, it's a goodexample.
I had to do that by hand.
I had to pull in CRM data,normalize it into some type of
(08:46):
Excel, um, look for thepatterns, etc.
But now with these types oforchestrations, I could
literally have built that agentin like 30 minutes.
And not only that, it would haveprobably been even more precise.
It's like, oh, Jake, also youshould do like a 10-minute call
block here or a five-minutethere.
So that for me, I have alwaysbeen the type of frontline
(09:06):
seller who is always looking forways to, you know, get ahead and
to continue to outperform bystill working extremely hard.
And so if you're a frontlineseller and you're like, well,
Jake, this seems interesting.
I'm telling you, my friends,this is interesting to you
because this can be your gamechanger.
This can be your two to threeXer.
(09:27):
And so I want to try to give youmaybe three tactical examples of
the types of autonomous agentsthat you could build.
One, you could do what I justsaid.
If you're on an inbound loop orsomething like that, you could
try to build that one.
Like, okay, webhook into mySalesforce runs through this
agent that's looking for thistype of data, build it out into
a table, et cetera.
So you could build that one.
(09:47):
Um, so the the thing that Iwould think about is automating
personalized orchestrationacross tools.
Okay.
And these are the types ofagents that could coordinate
across CRM, email, calendar, andmaybe like your conversational
intelligence, right?
So many sales bots do one thing.
They might reply, they mightschedule.
But with an agent, you can builda flow.
(10:09):
So you can say, hey, if somebodywho is a prospect in Salesforce
emails, the agent can then checkthe CRM.
It could one, obviously, draft awrite-up.
It could um escalate something,you could say, hey, Jake, you
should probably send this toyour leader.
It could immediately enrich witha third-party trend.
You could create an agent thatsays, hey, if a prospect uh
(10:31):
emails me, I want you to then goand find three publicly
available insights about thatcompany that are relevant to
what we do, and then feed thatback to me in Slack.
You could do that today, right?
In AgentKit, you can do this.
Um, think about number two,real-time contextual like
escalation/slash assist, right?
(10:53):
An agent could observe one ofyour activities and suggest or
perform actions proactively.
So the agent's watching a livedeal, it sees that you know
there's rules in place.
Um, there's only one person andyou've had three meetings, for
example.
Um, there hasn't been any typeof interaction in the last five
(11:14):
days, something like that.
And then immediately escalate,immediately slack you.
Hey, what's up, Jake?
Just so you know, you haven'thad an email from Tim, you might
want to follow up.
Right?
That's a really big one.
And last but certainly notleast, is just the ability to
continue to scale yourself.
Um, you know, I can see a worldwhere, like, let's say the
(11:34):
things that I do over and overagain, you know, let's say uh
again, I mentioned follow-upemails, but let's say I also
have to create proposals.
You know, I what I might do is Imight, as I continue to try to
optimize and scale myself, issay, hey, um, initial uh Zoom
API pulls in a call recordingfrom my number specifically.
I then say, hey, here is mystatement of work or how I like
(11:57):
to structure my statements ofwork.
I then process that, I then pushback a couple of clarifying
questions to Slack.
So using the builder back toSlack, I clarify and then it
spits out a Google Doc with aversion one of the statement of
work.
Again, scaling yourself.
Okay, so when I think about youknow this type of world, you
(12:19):
know, if you are a top seller,this is what you have to do.
If you want to know how to dothis stuff, make sure to sign up
for our certification program.
But again, eight minutes.
Literally in the demo, theybuilt two of these things in
eight minutes.
And and I do want to hit on thechallenges here too, that maybe
some things and risks that Iwant for you all to watch for as
(12:41):
well, too.
You know, blind optimism andthis is going to do everything
is not true.
You want to make sure that we'rekeeping the human touch.
So that's why, again, you're nothearing me talk about a lot of
like automated automated emails.
Now, you know, look, uh, youknow, hey, create trigger if uh,
you know, propose email equalsproposal type to type up a draft
that I can then potentiallysend.
(13:02):
I'm all for that.
Have it type up a draft and thenyou know, uh go ahead and you
know try to make it a littlemore personalized the situation
for sure.
But again, make sure you youthink about yeah, it'd be great
if if a workflow could do that,but a machine, you know, might
not, you know, do as good as Icould do, etc.
Um another thing is tounderstand that as APIs change,
(13:26):
you're gonna have to adjustthings.
So, you know, maybe one of yourconnection tools, they change
their API.
Um, sometimes they degrade,sometimes they update their
logic, and so things flowdifferently.
Um, but again, make sure thatyou're staying on top of some of
those things as well.
And and number two is the timethat it's gonna take you up
front to invest in this.
(13:46):
And I don't really think thatthat's a risk.
I think it's a risk for thepeople that don't invest in it.
And so if I was a rep, I wassitting in your shoes, this is,
you know, I don't really know ifthere's anything that's come
about to where I could actuallydouble or triple my output.
And this is no bullshit.
This isn't, you know, oh yeah,maybe I could get a little
better.
This is double to triple myoutput than this.
(14:08):
So um, that's what I've got,man.
That is my quick little recapfor you on open AI's dev day.
I want you to think thisconcept, a couple key takeaways
I want you all to run with is,you know, number one, agent
infrastructure is the next waveof automation.
We're moving from bots and APIsto autonomous agents, tools that
(14:31):
reason and act.
And agent kit is a major kind ofout-of-the-box enabler, if you,
especially if you're a ChatGPTfan.
Um, these workflows, number two,um, the ability to orchestrate,
assist, and iterate on thesedifferent workflows are
literally gonna allow people totwo to three X themselves.
Um, and and three is the time toexperiment is now.
(14:54):
Early adopters are going to gaina massive, competitive and not
only competitive, compoundingadvantage.
You as a seller are gonna beable to experiment and start to
realize the art of possible.
And as the next thing comes out,you're like, I already know what
to do with that.
I already know what to do withthat.
And you as a rep are truly goingto be in a different class as
(15:15):
the rest of your sellers.
So that's what I've got hot offthe press, hot off the press, um
uh just from Monday.
And again, I want you to thinkabout you know, the orchestra,
right?
The conductor, that agent kitand tools like it, you know, are
gonna be the conductor forcebehind your revenue machine,
right?
And you actually have anopportunity as the seller to be
(15:38):
the conductor.
You have the opportunity toorchestrate these things
together in a way that's notsuper techie.
And I think that that's whatstopped a lot of sellers, and
that's what stopped us frommoving forward is like, oh, it's
technical.
I don't know about this.
Well, guess what?
In today's day and age, youdon't need to be that technical
to build a lot of these out.
And the first movers are gonnahave massive, massive advantage.
(16:00):
So that's a quick hitter for youon this Wednesday.
Uh, make sure to forward thisalong to your teams.
Um, if you're watching onYouTube, make sure to subscribe
to the channel, sign up for thenext one if you're listening.
Um, make sure you go get infront of your computer
immediately.
We will put some links so youcan go check out you know other
summaries as well.
But I want all of you to realizewhether you're a Chat GPT fan or
(16:22):
not, the concept of what we'retalking about of agents and
workflows working across toolsis the future.
And it's time to get up to speedand make sure you tune in every
single week to the AI PoweredSeller, where I do my absolute
best to bring you what I thinkis the most relevant AI news for
everyone in sales.
Make sure if you want morehands-on support, you want to
(16:43):
nerd out on this, sign up forour AI certifications.
They kick off in a few weeks.
I promise you, and I've saidthis again, if you do not leave
that course saying, Jake, thishas changed my life, 100% money
back guarantee.
100%.
Right.
And we're gonna build on what Ijust talked about as well, too,
which is really cool.
Brian, our AI lead, was tellingme, he's like, Jake, I think we
(17:04):
should do this in the AI agentkit.
I was like, Well, I'm good withthat.
So that's what I got, everybody.
Appreciate you tuning in.
Thank you, as usual, uh, for thesupport, the comments, the DMs.
I appreciate it more than youknow.
Uh, and make sure to share withyour teams.
Uh, and I hope it was, you know,helpful and actionable for you
on a Wednesday.
Have a great rest of your week,everybody.
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