CodexWhen sales context lives in too many places- meeting notes, Slack threads, CRM exports, and loose follow-up tasks- the real problem is not effort. It is knowing what deserves attention next.
Codex works from your local files, connects the dots across them, and produces drafts or review-ready outputs. It does not send customer emails, post to Slack, or update a live CRM on its own. Those steps stay with the human, so your team gets speed without handing over judgment.
This guide shows you how to use Codex as a review-first sales workflow. You will organize scattered deal context, spot the accounts that need action, draft sharper follow-up emails, clean up CRM details, and create close plans that help reps move faster without losing control of the process.
The finished workspace provides your team with a single review surface for the entire follow-up flow. You can inspect the priority queue, review suggested CRM updates, check the close plan, and open a local Gmail-style draft before anything reaches a live sales tool.
By the end of this tutorial, you'll be able to:
Set up your sales follow-up workspace
Build the project in Codex
Connect your sales context
Extract and rank accounts
Let's get started!
