Salespeople don’t get into the profession because they love note-taking or CRM data entry. They do it to build relationships, close deals, and help customers succeed. Yet, too often, those high-value activities take a back seat to the manual grind of updating systems, writing follow-ups, and summarizing calls.
That’s exactly the challenge we tackled in the kickoff session of our Agentic Builders webinar series, where I walked through a live demo of a sales-focused agentic workflow I built here at SnapLogic. The goal was simple: show how AI-powered agents can take the burden of repetitive tasks off sellers’ plates so they can get back to selling.
Kicking off the Agentic Builders Series
Agentic Builders is a five-part series designed to do more than just talk about AI. Each week, we’re showing real-world, agentic workflows being built live, across sales, finance, customer success, learning, and RevOps.
Our mission is simple: prove that AI doesn’t have to sit on the sidelines. With SnapLogic, AI sits at the center of the system landscape, connecting data, orchestrating workflows, and enabling new kinds of digital labor. And the best part? Anyone can get started.
The everyday sales grind
When I joined SnapLogic, I saw the same pain points that most sales teams experience:
- Time lost to admin work taking notes, updating CRM fields, and writing summaries after every call
- Gaps in coaching and context sales leaders often lacked complete visibility into what was actually said on calls
- Disjointed tools call transcripts lived in one system, CRM in another, feedback in a third
Individually, each task may seem small. Collectively, they steal hours every week from sales teams; hours that could be better spent progressing deals and building customer relationships.
What we built together
Instead of just talking about what AI could do, I built a sales agentic workflow to show what’s possible right now. Here’s how it flows end-to-end:
- Input: Chorus captures the transcript and metadata from sales calls
- AI orchestration: SnapLogic pipelines ingest and vectorize that data, store it in databases like Snowflake and Pinecone, and trigger our agent driver
- Agent tools:
- Salesforce Opportunity Manager updates CRM fields automatically
- Analysis & Coaching Tool generates a PDF summary and feedback
- Slack Notification Tool delivers key insights directly to reps’ inboxes
- Output: Reps get an instant Slack DM with a call summary, discussion highlights, and suggested next steps. Leaders get consistent coaching data.
The workflow doesn’t require reps to toggle between systems or manually log updates. Everything happens automatically, in real time, in the tools they already use.
A look inside the demo
During the webinar, I walked through one piece of the solution: the Slack summarization tool. A few highlights stood out:
- Automated CRM updates, no more manually filling in Salesforce opportunity fields
- Real-time coaching, with summaries and insights delivered right in Slack threads
- Step-by-step building, starting with one tool, validating, then chaining together more
- Prompt Composer in action, making prompt engineering simple without leaving the platform
What started as a passion project to learn the platform has been especially rewarding to see come to life. Today, it’s running in production and delivering value for our sales teams every day.
The real impact on sales teams
The value of this workflow isn’t abstract. For our AEs and SEs, it means:
- Less time on admin, more time with customers
- Stronger deal visibility and richer coaching insights
- Consistent adoption of sales best practices like MEDDPIC
Perhaps the most important lesson: it doesn’t have to be perfect to deliver value. Start small, get something working, and keep building. That’s the essence of agentic integration: modular, scalable, and always evolving.
Looking ahead
I’m continuing to enhance this workflow, for example, capturing the context of every call in a sales cycle to generate more accurate coaching and qualification scores. This webinar was just the first in our Agentic Builders series. Each session explores a different business function and shows how agentic workflows can eliminate manual work, improve accuracy, and free teams to focus on higher-value priorities.
The best way to learn is by doing. Grab a seat at the next webinar or catch the on-demand recordings, and see what you can build.
