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Home Artificial Intelligence

The right way to Automate Workflows with AI

Admin by Admin
November 16, 2025
in Artificial Intelligence
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of most builders’ work. We use instruments comparable to Cursor, Windsurf, OpenAI Codex, Claude Code, and so forth, to turn into way more productive at work. Nonetheless, from discussions with folks working in non-technical strains of labor, I typically see a number 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 a number of handbook work. The purpose 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 foremost suggestions with:

It is a foremost tip

AI Infographic
This infographic highlights the primary contents of this text. I’ll first focus on why prospect discovering is required, after which proceed to debate optimize the method, and spotlight particular suggestions utilizing quotes all through the article. Picture by ChatGPT.

Why do we want automated prospect discovering

Enterprise improvement representatives work with:

  1. Discovering attention-grabbing prospects
  2. Retrieving their contact data, comparable to their LinkedIn profile or electronic mail tackle
  3. Reaching out to prospects, trying to arrange a gathering

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

This three-step course of is often fairly in depth, as discovering prospects on-line requires scouring by means of a number of LinkedIn profiles or different web sites to seek out attention-grabbing firms. After discovering an organization, you usually begin searching for particular folks within the group to succeed in out to. This can often be key determination 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 data, 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 instrument utilizing Claude Code. You possibly can basically use any coding instrument there, comparable to Codex, Cursor, Windsurf, Replit, and so forth. The principle level is the instructions you employ to make the appliance.

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

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 utility 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 prospects in Norway)
  • Which programming language would you like your utility in (I selected Python, however TypeScript or different languages are after all additionally doable)
  • What are some web sites you wish to have a look at (in Norway, proff.no has a number of data on firms and staff, so yow will discover comparable instruments, and even ask your coding agent to seek out these web sites itself utilizing an online search)
  • What output format do I choose (I selected an Excel sheet)

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

Additionally, ensure to immediate your mannequin to make use of publicly obtainable API’s, and solely search for data from related firms. Fetching private data might be towards the laws, relying on the place you reside.

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

Moreover, I additionally made an OpenAI key, which I instructed Claude Code it may load from my .env file with OPENAI_API_KEY. That is helpful as a result of a number of operations will in all probability require utilizing an LLM to seek out or course of data. Thus, offering Claude Code entry to a strong API service is essential. In case you have 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 net search, and might carry out it with the perform beneath:

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

After I answered all of the clarifying questions, I instructed Claude to begin constructing, and it constructed an utility to discover a checklist of prospects, returned in CSV format. This covers each step 1 and a pair of, of first discovering attention-grabbing prospects, and getting a maintain of their contact data.

After discovering all of those prospects, you also needs to do a handbook evaluate, making certain 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 necessary to abide by laws when discovering prospects. You need to solely be discovering related firms on-line, after which discovering people manually to abide by GDPR laws. Thus, to seek out extra data, such because the identify, electronic mail, and position of particular person prospects, I manually discover the knowledge from the businesses supplied with my utility.

Reaching out

After discovering contact data, you now want to succeed in out. You possibly can learn a number of stats and data on 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 will use it to optimize our processes.

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

LLMs are capable of craft personalised messages

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

  • Particular person identify
  • Particular person electronic mail
  • Particular person position
  • Firm identify
  • Firm measurement
  • Firm income

Additionally, generally, including extra data to your prompts is often higher. For those who choose a selected type or tone in your emails, it is best to add that data. A good suggestion can also be to indicate 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 data to your prompts as doable

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

immediate = f"""
You're an skilled at creating personalised emails. You're given data
about a person and need to create an electronic mail to succeed in out to them for the 
first time.

Identify: {identify}
E mail: {mail}
Position: {position}
Firm identify: {company_name}
Firm measurement: (company_size}
Firm income: {company_revenue}

Create each a topic tag, and the total electronic 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

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

When you’ve 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 knowledge 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 barely used that will help 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 utilize the most recent coding instruments, comparable to Claude Code, to automate some processes. On this article particularly, I lined optimize the method of reaching out to prospects through the use of AI to routinely discover related firms and routinely create emails whereas staying compliant. We’ve seen immense progress with AI in the previous couple of years, however I nonetheless imagine AI is lagging behind on the implementation facet. Thus, in the event you will be quick at integrating AI into your day by day life, you’ll be able to have an enormous benefit over your friends.

👉 Discover me on socials:

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You may also learn my different articles:

Tags: AutomateWorkflows

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