ZapierLet me ask you a question: how long does it take a salesperson to research and prepare before meeting clients? It’s like a full day’s work organizing the stuff, researching the potential sales strategy, and drinking healthy amounts of coffee. What if we told you that now you can relax and do what pleases you the most, and walk into a meeting as if you're taking a stroll in the park? Yes, you guessed it correctly. I'm talking about AI agents handling the legwork, researching sales strategies, and preparing a detailed brief that you can review quickly before walking into a meeting with a winning attitude.
In this tutorial, we’ll walk you step by step on how to use Zapier Agents to create an automated sales prep assistant that not only researches clients but also provides detailed briefs that delve into their past, giving you valuable insights into what the client actually wants.
You'll learn how to:
- Set up a Zapier sales prep assistant
- Configure calendar trigger
- Give enhanced instructions to the agent
- Test your sales prep agent
Let’s dive right into it!
