# AI for Sales Teams: 37 Workflows Source: https://maito.app/workflows/team/sales 37 AI workflows for sales teams, like research an account before a call, weekly pipeline review, update the CRM from a Slack thread. Each shows the steps, an example and how to set it up. 37 workflows. Call prep, follow-ups, CRM updates and pipeline reviews: the work around selling that eats the week. Hand it to an AI teammate in Slack or by email. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fteam%2Fsales)[Book a demo](mailto:support@maito.app?subject=Maito%20demo) $149/month per workspace · Unlimited people · AI usage billed by your provider 28% of a sales rep's time goes to actual selling; the rest is admin and other tasks. [Salesforce, State of Sales 2023](https://www.salesforce.com/news/stories/sales-research-2023/) ## All sales workflows. 37 workflows - [Start here Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call) - [Start here Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread) - [Start here Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review) - [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically) - [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call) - [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads) - [Write personal first emails to a list Give it a list of companies and get a researched first email for each one. Sales · When you ask Works with Airtable, Microsoft 365.](https://maito.app/workflows/write-personal-first-emails-to-a-list) - [Answer a security questionnaire Fill in the 200-row security spreadsheet from answers you've given before. Sales · When you ask Works with Box.](https://maito.app/workflows/answer-a-security-questionnaire) - [Draft an RFP response Start from your best past proposals instead of a blank page. Sales · When you ask Works with Box.](https://maito.app/workflows/draft-an-rfp-response) - [Prep a renewal or upsell conversation Know usage, open issues and contract terms before you talk renewal. Sales · When you ask Works with HubSpot, Salesforce, Stripe, PayPal, Intercom, Pylon, Amplitude, Mixpanel.](https://maito.app/workflows/prep-a-renewal-or-upsell-conversation) - [Hand over a closed deal When a deal closes, everyone who needs to know gets the full story. Sales · When something happens Works with HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/hand-over-a-closed-deal) - [Find patterns in lost deals Ask why you lose and get an answer from the actual call notes. Sales · When you ask Works with HubSpot, Salesforce, Granola, Fireflies.](https://maito.app/workflows/find-patterns-in-lost-deals) - [Coach reps from their calls Get feedback on how a call went: talk time, questions asked, objections handled. Sales · When you ask Works with Granola, Fireflies.](https://maito.app/workflows/coach-reps-from-their-calls) - [Clean up duplicate and stale CRM records Find duplicates, bounced contacts and dead accounts, and fix them in batches. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/clean-up-duplicate-and-stale-crm-records) - [Write a quote or proposal from a call Turn what the customer asked for into a priced proposal using your price list. Sales · When you ask Works with Box, HubSpot, Salesforce.](https://maito.app/workflows/write-a-quote-or-proposal-from-a-call) - [Track buying signals on target accounts Hear when a target company hires, raises money or launches something. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/track-buying-signals-on-target-accounts) - [Answer "what's the status of this deal?" in Slack Anyone can ask about a deal and get the answer from the CRM and email history. Sales · When you ask Works with HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/answer-whats-the-status-of-this-deal-in-slack) - [Translate a sales deck for a new market Get a deck and one-pager ready for another language and market. Sales · When you ask Works with Box.](https://maito.app/workflows/translate-a-sales-deck-for-a-new-market) - [Call back every missed call Missed calls go on a callback list, so no customer slips through while you're on a job. Sales · When something happens Works with Slack, Email.](https://maito.app/workflows/call-back-every-missed-call) - [Turn enquiry emails into job records A free-text job request becomes one checked enquiry record, without anyone retyping it. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/turn-enquiry-emails-into-job-records) - [Check the job address is in our area Every enquiry gets a clear in-area or out-of-area answer from your zone table, not a guess. Sales · When something happens Works with HubSpot, Salesforce, Airtable, Microsoft 365.](https://maito.app/workflows/check-the-job-address-is-in-our-area) - [Ask customers only for missing job details Maito checks each request against your checklist and asks only for what's missing. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/ask-customers-only-for-missing-job-details) - [Merge duplicate enquiries before they double up When one customer calls and fills in the form, Maito spots it and keeps one case. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/merge-duplicate-enquiries-before-they-double-up) - [Chase enquiries nobody has answered A twice-daily list of enquiries with no owner or reply, with the thread summarized. Sales · On a schedule Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/chase-enquiries-nobody-has-answered) - [Decide if a job needs a site visit A short brief on each visit request shows whether a remote estimate is enough. Sales · When you ask Works with Google Calendar, Microsoft 365, Gmail.](https://maito.app/workflows/decide-if-a-job-needs-a-site-visit) - [Track every partner referral to an outcome Each referral gets an owner, a thank-you to the partner and a logged result. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/track-every-partner-referral-to-an-outcome) - [Turn site notes into a quote draft Voice memos and notes from a job visit become a priced quote draft by the evening. Sales · When you ask Works with Box.](https://maito.app/workflows/turn-site-notes-into-a-quote-draft) - [Price standard jobs from the price list Standard jobs get the same price every time, from the current rate table. Sales · When you ask Works with Slack, Email.](https://maito.app/workflows/price-standard-jobs-from-the-price-list) - [Retire old quote versions when one changes When a quote is revised, the old version is marked superseded and any open signature is flagged. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/retire-old-quote-versions-when-one-changes) - [Check margin before approving a discount Before you agree to a discount, see the margin and whether it needs approval. Sales · When you ask Works with HubSpot, Salesforce, Airtable, Microsoft 365.](https://maito.app/workflows/check-margin-before-approving-a-discount) - [Assemble a proposal from approved parts A first-draft proposal built from your approved modules, with the customer's details filled in. Sales · When you ask Works with Notion, Confluence, HubSpot, Salesforce, Box.](https://maito.app/workflows/assemble-a-proposal-from-approved-parts) - [Ask why a quote was lost Each lost quote gets one polite question, and the reasons are sorted into price, timing and capacity. Sales · On a schedule Works with HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/ask-why-a-quote-was-lost) - [Follow up on unanswered quotes Quotes that sit unanswered get timely reminders, and real questions go to a person. Sales · On a schedule Works with HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/follow-up-on-unanswered-quotes) - [Check equipment is free for a rental request A customer's request is checked against stock, buffers and holds, so you can confirm once with no double bookings. Sales · When you ask Works with Airtable, Calendly, Cal.com, Gmail, Microsoft 365.](https://maito.app/workflows/check-equipment-is-free-for-a-rental-request) - [Check every quote request is complete Each request for quote is checked for revision, quantities, material, finish and date, and anything missing is flagged before you start. Sales · When something happens Works with Gmail, Microsoft 365, Box, Airtable.](https://maito.app/workflows/check-every-quote-request-is-complete) - [Draft the cost worksheet for a quote Maito fills in the costing sheet from your own rates, shows what's missing, and leaves the price to you. Sales · When you ask Works with Airtable, Microsoft 365, Box.](https://maito.app/workflows/draft-the-cost-worksheet-for-a-quote) - [Invite customers back for repeat service Customers due for their next visit get an invitation with a booking link, and the owner sees who replied. Sales · On a schedule Works with HubSpot, Salesforce, Calendly, Cal.com.](https://maito.app/workflows/invite-customers-back-for-repeat-service) ## Where AI helps a sales team. Maito takes the prep and paperwork that eat a rep's day. Ask it to research an account before a call and it reads the invite, your CRM and the company's news, then writes a one-page brief. It drafts the follow-up after a sales call from your call notes, updates the CRM from a Slack thread, and turns a call into a quote or proposal using your price list. A weekly pipeline review runs on its own and lands in a channel. The relationship and the decisions stay with your reps. A rep edits and sends every follow-up, confirms each CRM change before it is written, and approves the price on a quote. Discounts beyond your rules go to the manager. Borderline leads go to a person. Maito does not email customers on its own, and it does not promise an outcome on a deal. Start with account research. Mention @Maito in Slack, or email the workspace address, with the meeting you want prepped, and connect your calendar and CRM first. Once the brief is useful, set up the weekly pipeline review as a Loop so it arrives every Monday without anyone asking. ## Questions. ### Which CRMs does it work with? HubSpot, Salesforce, Attio and Pipedrive connect through MCP. Other CRMs work through a skill with an API key or a browser sign-in. ### Will it email customers on its own? Only if you ask it to. Most sales workflows here draft the email for a rep to send. ### How long does it take to set up? Minutes for the workspace: create it, connect your AI provider and connect Slack. Each workflow then takes one request to your agent, plus signing in to any tool it needs. ### Do we need a developer? No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work. ### What does it cost? $149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately. ## Put your AI teammate to work. Set it up in minutes. Start with one workflow, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fteam%2Fsales)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)