Wednesday, November 19, 2025

Easy methods to Automate Workflows with AI


of most builders’ work. We use instruments comparable to Cursor, Windsurf, OpenAI Codex, Claude Code, and so forth, to grow to be far more productive at work. Nevertheless, from discussions with folks working in non-technical strains of labor, I typically see quite a lot of processes that may be optimized utilizing AI.

On this article, I’ll present how different non-tech industries can profit from utilizing AI. I’ll spotlight this by automating the method of discovering prospects with AI, a typical gross sales job that requires quite a lot of handbook work. The objective of the article is to focus on how even non-technical folks could make use of the newest coding brokers to create highly effective automation instruments.

All through the article, I’ll be highlighting my most important suggestions with:

This can be a most important tip

This infographic highlights the principle contents of this text. I’ll first talk about why prospect discovering is required, after which proceed to debate the right way to optimize the method, and spotlight particular suggestions utilizing quotes all through the article. Picture by ChatGPT.

Why do we want computerized prospect discovering

Enterprise growth representatives work with:

  1. Discovering fascinating prospects
  2. Retrieving their contact info, comparable to their LinkedIn profile or e mail deal with
  3. Reaching out to prospects, making an attempt to arrange a gathering

From there, an account government normally takes over, although I’ll be specializing in the right way to optimize the primary three steps.

This three-step course of is normally fairly intensive, as discovering prospects on-line requires scouring via quite a lot of LinkedIn profiles or different web sites to search out fascinating corporations. After discovering an organization, you sometimes begin on the lookout for particular folks within the group to succeed in out to. This can normally be key choice makers, who could be a center supervisor in a bigger firm, or a CFO in a smaller firm. After discovering the right individual, it is advisable get their contact info, normally discovered on LinkedIn or on the corporate’s web site. Lastly, you need to attain out to this individual with a customized message.

Discovering fascinating prospects

I’ll begin growing this device utilizing Claude Code. You may primarily use any coding device there, comparable to Codex, Cursor, Windsurf, Replit, and so forth. The primary level is the instructions you employ to make the applying.

At all times use planning mode earlier than creating a brand new software

I at all times begin off utilizing plan mode, which tells the mannequin to learn your immediate, create a step-by-step plan, and ask any clarifying questions. That is very helpful, because it helps you slender down the scope of your software and ensures you present your ideas on any ambiguity. For instance, I obtained prompted on:

  • Which location are you focusing on (in my case, I’m prospects in Norway)
  • Which programming language would you like your software in (I selected Python, however TypeScript or different languages are in fact additionally potential)
  • What are some web sites you need to take a look at (in Norway, proff.no has quite a lot of info on corporations and workers, so you could find comparable instruments, and even ask your coding agent to search out these web sites itself utilizing an online search)
  • What output format do I favor (I selected an Excel sheet)

These are all nice inquiries to make clear, which is why utilizing plan mode is so helpful.

Additionally, be certain that to immediate your mannequin to make use of publicly obtainable API’s, and solely search for info from related corporations. Fetching private info might be in opposition to the laws, relying on the place you reside.

At all times present your coding agent as a lot instruments as potential. It might be MCP servers, OpenAI credentials, or entry to any packages via an API.

Moreover, I additionally made an OpenAI key, which I informed Claude Code it might load from my .env file with OPENAI_API_KEY. That is helpful as a result of quite a lot of operations will most likely require utilizing an LLM to search out or course of info. Thus, offering Claude Code entry to a robust API service is essential. When you’ve got different related API’s, you also needs to present Claude Code with the documentation for these API’s and inform it to make use of them.

I, for instance, knowledgeable Claude that it has entry to internet search, and might carry out it with the operate under:

response = consumer.responses.create(
    mannequin="gpt-5",
    instruments=[{"type": "web_search"}],
    enter="What was a constructive information story from at present?"
)

After I answered all of the clarifying questions, I informed Claude to begin constructing, and it constructed an software to discover a checklist of prospects, returned in CSV format. This covers each step 1 and a pair of, of first discovering fascinating prospects, and getting a maintain of their contact info.

After discovering all of those prospects, you also needs to do a handbook evaluation, guaranteeing correctness. Moreover, I like to recommend prompting GPT-5 or an equal mannequin to undergo your outcomes and confirm any inconsistencies.

Have an LLM undergo your outcomes to confirm correctness

Lastly, it’s additionally essential to abide by laws when discovering prospects. You need to solely be discovering related corporations on-line, after which discovering people manually to abide by GDPR laws. Thus, to search out further info, such because the identify, e mail, and function of particular person prospects, I manually discover the data from the businesses supplied with my software.

Reaching out

After discovering contact info, you now want to succeed in out. You may learn quite a lot of stats and data on the right way to carry out chilly emails, however I’ll not get into that right here, since my focus is on the know-how and the way we are able to use it to optimize our processes.

Up thus far, I assume you’ve fetched an inventory of related prospects, together with their contact info, and also you’re prepared to begin reaching out. We now need to create custom-made messages to every particular person, which is fortunately a activity that LLMs are actually good at.

LLMs are capable of craft customized messages

For instance, at this stage, I’ve the next info per prospect:

  • Particular person identify
  • Particular person e mail
  • Particular person function
  • Firm identify
  • Firm measurement
  • Firm income

Additionally, basically, including extra info to your prompts is normally higher. Should you favor a particular type or tone in your emails, you need to add that info. A good suggestion can also be to point out examples of you’re earlier emails, highlighting the way you write emails your self, and thus utilizing few-shot prompting to enhance output high quality.

Add as a lot info to your prompts as potential

I’ll now use this info to draft up a custom-made message. This may be completed comparatively merely utilizing GPT-5 for instance:

immediate = f"""
You're an knowledgeable at creating customized emails. You're given info
about a person and need to create an e mail to succeed in out to them for the 
first time.

Identify: {identify}
E mail: {mail}
Function: {function}
Firm identify: {company_name}
Firm measurement: (company_size}
Firm income: {company_revenue}

Create each a topic tag, and the total e mail, together with no different feedback
or reasoning.
"""

consumer = OpenAI(api_key=OPENAI_API_KEY, base_url=API_URL)

import os
from openai import OpenAI

end result = consumer.responses.create(
    mannequin="gpt-5",
    enter=immediate,
    reasoning={ "effort": "low"},
    textual content={ "verbosity": "low" },
)

When you’ve gotten the define of the message, you’ll be able to then manually tweak and optimize it for the individual you’re reaching out to, given the data you’ve discovered.

Now you can attain out utilizing these emails. To keep away from breaching any phrases of service and spamming folks, I like to recommend reaching out manually and never utilizing an automatic service. I don’t condone spam emails or comparable. AI is simply used that will help you and make processes simpler, to not take away all people from the loop essentially.

Conclusion

On this article, I’ve highlighted how you should utilize the newest coding instruments, comparable to Claude Code, to automate some processes. On this article particularly, I coated the right way to optimize the method of reaching out to prospects through the use of AI to mechanically discover related corporations and mechanically create emails whereas staying compliant. We’ve seen immense progress with AI in the previous few years, however I nonetheless consider AI is lagging behind on the implementation facet. Thus, for those who might be quick at integrating AI into your each day life, you’ll be able to have an enormous benefit over your friends.

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