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    How to Automate Workflows with AI

    ProfitlyAIBy ProfitlyAINovember 15, 2025No Comments8 Mins Read
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    of most builders’ work. We use instruments equivalent to Cursor, Windsurf, OpenAI Codex, Claude Code, and so forth, to change into far more productive at work. Nevertheless, from discussions with folks working in non-technical strains of labor, I usually see lots 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 lots of guide work. The objective of the article is to focus on how even non-technical folks could make use of the most recent coding brokers to create highly effective automation instruments.

    All through the article, I’ll be highlighting my essential ideas with:

    It is a essential tip

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

    Why do we want computerized prospect discovering

    Enterprise growth representatives work with:

    1. Discovering attention-grabbing prospects
    2. Retrieving their contact info, equivalent 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 often takes over, although I’ll be specializing in learn how to optimize the primary three steps.

    This three-step course of is often fairly intensive, as discovering prospects on-line requires scouring by means of lots of LinkedIn profiles or different web sites to seek out attention-grabbing firms. After discovering an organization, you sometimes begin in search of particular folks within the group to succeed in out to. This can often be key resolution makers, who generally is a center supervisor in a bigger firm, or a CFO in a smaller firm. After discovering the proper particular person, you have to get their contact info, often discovered on LinkedIn or on the corporate’s web site. Lastly, it is best to attain out to this particular person with a personalised message.

    Discovering attention-grabbing prospects

    I’ll begin creating this device utilizing Claude Code. You possibly can primarily use any coding device there, equivalent 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 slim down the scope of your software and ensures you present your ideas on any ambiguity. For instance, I received prompted on:

    • Which location are you concentrating on (in my case, I’m taking a look at prospects in Norway)
    • Which programming language would you like your software in (I selected Python, however TypeScript or different languages are after all additionally doable)
    • What are some web sites you need to have a look at (in Norway, proff.no has lots of info on firms and staff, so you will discover related instruments, and even ask your coding agent to seek 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 out there API’s, and solely search for info from related firms. Fetching private info could possibly be towards the rules, relying on the place you reside.

    At all times present your coding agent as a lot instruments as doable. It could possibly be MCP servers, OpenAI credentials, or entry to any packages by means of an API.

    Moreover, I additionally made an OpenAI key, which I advised Claude Code it may load from my .env file with OPENAI_API_KEY. That is helpful as a result of lots of operations will in all probability require utilizing an LLM to seek out or course of info. Thus, offering Claude Code entry to a robust API service is essential. If in case you have different related API’s, you must also 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 may carry out it with the operate under:

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

    After I answered all of the clarifying questions, I advised Claude to begin constructing, and it constructed an software to discover a record of prospects, returned in CSV format. This covers each step 1 and a couple of, of first discovering attention-grabbing prospects, and getting a maintain of their contact info.

    After discovering all of those prospects, you must also do a guide overview, 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 rules when discovering prospects. You need to solely be discovering related firms on-line, after which discovering people manually to abide by GDPR rules. Thus, to seek out extra info, such because the title, 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 possibly can learn lots of stats and knowledge on learn how to carry out chilly emails, however I’ll not get into that right here, since my focus is on the expertise and the way we will use it to optimize our processes.

    Up up to now, 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 in a position to craft customized messages

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

    • Particular person title
    • Particular person e mail
    • Particular person function
    • Firm title
    • Firm dimension
    • Firm income

    Additionally, usually, including extra info to your prompts is often higher. In the event you favor a selected type or tone in your emails, it is best to add that info. A good suggestion can 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 doable

    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 might be an skilled at creating customized emails. You might be given info
    about a person and should create an e mail to succeed in out to them for the 
    first time.
    
    Title: {title}
    E mail: {mail}
    Position: {function}
    Firm title: {company_name}
    Firm dimension: (company_size}
    Firm income: {company_revenue}
    
    Create each a topic tag, and the total e mail, together with no different feedback
    or reasoning.
    """
    
    shopper = OpenAI(api_key=OPENAI_API_KEY, base_url=API_URL)
    
    import os
    from openai import OpenAI
    
    outcome = shopper.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 particular person 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 related. AI is barely used that can assist you and make processes more practical, to not take away all people from the loop essentially.

    Conclusion

    On this article, I’ve highlighted how you should use the most recent coding instruments, equivalent to Claude Code, to automate some processes. On this article particularly, I lined learn how to optimize the method of reaching out to prospects through the use of AI to robotically discover related firms and robotically 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 may be quick at integrating AI into your every day life, you’ll be able to have an enormous benefit over your friends.

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