Build an AI sales assistant with Google Sheets and Slack
About this event
We're excited to be joined by Chris Brownridge, owner of Nuts & Bolts agency, who will demonstrate how to create custom AI copilots to enhance your sales efforts. These AI assistants can significantly improve your team's efficiency and productivity.
In this session, Chris will cover:
- How his agency uses GPT4o and various data APIs on top of Google Sheets to make a sales AI 'copilot'
- A step-by-step workflow you can copy and integrate into your own workflows
- How his agency's AI copilots help make their sales and account management teams more efficient
Sign up below to catch this event. Recordings will be emailed to all those registered.
When
August 13, 11:00 AM EDT
Recording
Resources
🚀 Introduction and Background (00:01 - 05:04)
- Chris Brownridge is CEO of Flixer, a video creative agency
- Chris is a self-taught engineer focusing on Python
- Chris builds AI products and consults with companies on AI processes
- Chris uses Relet AI, Flawed, and GPT-4 for coding
💼 AI in Video Production (05:04 - 19:11)
- Flixer experimented with AI-generated influencer videos
- Clients showed resistance to AI-generated content
- AI used for concept and script writing, but human polish needed
- Vision models used to analyze creative performance, but consistency issues
- AI sales assistant most successful use case for Flixer
🛠️ AI Sales Assistant Details (20:13 - 30:37)
- Built with Google Sheets and Slack
- Three tools: Google Sheet AI prospecting, Slack signals bot, LinkedIn profile analysis
- Automates finding people, researching companies, and drafting emails
- Connects to HubSpot and Apollo for CRM and follow-ups
- Signals bot sends weekly alerts on product launches, new hires, etc.
📊 Tool Functionality and Results (31:57 - 47:08)
- Google Sheet pulls company and contact information
- AI summarizes buyer motivation and drafts emails
- Slack signals provide valuable insights for upselling
- Lead generation increased 3x from April to July
- Existing customer revenue up due to new opportunities identified
💡 Future Plans and Costs (48:31 - 53:49)
- Working on more simple tools for identifying target companies
- Refining signals in Slack to reduce noise
- Costs include Apollo subscription ($99/month) and API usage fees
- Overall system is relatively cheap to run
🔍 Technical Details and Q&A (55:12 - 01:02:57)
- Discussion on improving AI-generated email tone
- Evaluation of other AI sales tools like Clay
- Explanation of tools like Exa AI and Fire Crawl
- Emphasis on simplicity and integration with existing workflows

