Sales Call Enrichment Agent Workflow

Sales Call Enrichment Workflow

How it works:

1/ The workflow starts with a new sales call on Google Calendar.

2/ An OpenAI model processes the initial meeting context, initiating the enrichment.

3/ The Lead Enrichment Director (AI agent) then activates multiple tools:

- Website Analyzer scans company info

- LinkedIn Research digs into prospect details

- Perplexity searches for recent news & updates for both company and individual

4/ A Document Agent takes all this and creates meeting briefs, updates calendar event and sends email summaries.

5/ This agent runs automatically before every sales call.

Watch the video here: https://www.youtube.com/@stanrokas