Automating the right moments in your sales and marketing workflow compounds results. The two builds below are simple to implement and immediately useful for agencies and info businesses. One improves sales performance by analyzing every discovery call. The other enriches new leads automatically so you can qualify and personalize faster.

Why These Automations Work

Both automations remove manual work where speed matters. You get instant insight after sales calls and instant context when a lead submits a form. That means better coaching data for you, sharper follow-up for prospects, and less friction for your team.

Automation 1: AI Diagnostics for Every Discovery Call

Goal: Review each sales call against your framework, surface missed steps and objections, and push an actionable summary to your team channel.

Tools: Fathom, Zapier, a modern LLM, Slack

Build steps:

1. Trigger on new transcript. In Zapier, use Fathom’s new transcript trigger tied to your sales calendar or your user.

2. Filter to discovery calls. Add a Zapier filter where the meeting title contains “Discovery” so you exclude onboarding and delivery calls.

3. Analyze with AI. Send the transcript to your model with a structured prompt that includes your ICP, sales framework, and scoring rubric.

4. Post to Slack. Push a clean summary into a dedicated sales notifications channel with performance notes, objections heard, and action items.

Suggested prompt starter:

• Context: Ideal customer profile, offer, price, and your sales framework stages.

• Task: Score adherence to each stage, list top objections, highlight missed questions, and explain the primary reason for win or loss.

• Output: One paragraph summary, stage-by-stage scores, objection list with counterpoints, and next step recommendations.

What you get:

• A consistent debrief after every call

• A rolling log of objections and patterns by rep or segment

• Clear coaching cues that raise close rates over time

Automation 2: Instant Lead Research From a Single Form Field

Goal: Enrich inbound leads with a concise company overview the moment the form is submitted, without manual research.

Tools: Your form app, Dumpling AI or a reliable web scraper, a modern LLM, Slack or your CRM

Build steps:

1. Capture the website URL. Add a mandatory “Company website” field to your lead form or booking flow.

2. Scrape the site. On form submission, send the URL to Dumpling AI and return a clean text or markdown extract.

3. Summarize with AI. Pass the extract to your model and request a plain English summary in about 75 words, plus basic attributes such as industry, target audience, and product type.

4. Notify and log. Post the summary to your sales channel and write it to the lead record in your CRM for future personalization.

Suggested prompt starter:

• Context: You are analyzing a lead’s company website from raw scrape text.

• Task: Produce a 75 word description in clear language. Include industry, audience, core offer, and any sales motion indicators such as pricing pages or demo CTAs.

• Output: Short paragraph, plus a few labeled attributes for quick scanning.

What you get:

• Faster qualification without tab surfing

• Better first touch personalization

• Cleaner CRM records that help downstream routing and messaging

Choosing Tools Wisely

Zapier excels at simple, event-based workflows that run a few times per day. For high-frequency polling, larger data manipulations, or complex routing, consider Make or n8n. If you plan to embed heavier AI agent behavior or RAG pipelines, n8n’s flexibility can be valuable. Use the lightest tool that reliably handles the job.

Implementation Tips That Save Time

• Name consistently. Standardize meeting titles so filters never miss a discovery call.

• Store the source. Save transcripts and summaries in a central database for trend analysis.

• Protect privacy. Record calls with consent and avoid posting sensitive details to public channels.

• Test with real samples. Run end-to-end tests on a few calls and form submissions before going live.

• Tighten prompts. Include your ICP, offer specifics, and scoring criteria to increase accuracy.

Conclusion

These two automations deliver leverage where it counts. Analyze every sales conversation automatically and enrich every inbound lead the moment it arrives. Put them in place today, refine the prompts over the next week, and you will see more confident calls, tighter follow-up, and a measurable lift in booked meetings and closed revenue.