Roar WorkflowsAll recipes › Sales
💼 Best AI workflows for sales
Practical, real-tool recipes for sales work. Each one lists the tools, setup steps, cost and difficulty.
AI lead research and personalized first lines
Reps waste hours researching prospects before writing outreach.
Tools: Clay, Apollo.io, OpenAI API, Google Sheets · cost: paid · difficulty: medium
Inbound lead qualification to CRM
Form leads sit unscored and unrouted.
Tools: Typeform, Zapier, ChatGPT, HubSpot, Slack · cost: low · difficulty: easy
Meeting notes to CRM follow-up
Call notes and next steps never make it into the CRM.
Tools: Fireflies.ai, Zapier, HubSpot, Gmail · cost: low · difficulty: easy
Auto-booking replies for interested prospects
Back-and-forth scheduling slows deals.
Tools: Gmail, Make, OpenAI API, Calendly · cost: low · difficulty: medium