[Use cases](https://www.automaticcompany.co/use-cases/) # Sales & leads Prospect research, outreach, follow-ups and CRM upkeep. - [ Grok Bot · Sales & leads ## Turn years of calendar meetings into a tagged contact database A founder asked Grok Bot to go through ten years of calendar meetings and log every person met into a Notion database with their LinkedIn profile, current role and tags. It worked for hours without stopping. - ](https://www.automaticcompany.co/use-cases/grok-bot-calendar-history-to-contact-database/) - [ Grok Bot · Sales & leads ## Run account management with daily briefs and promise reminders A post-sales account manager at SpaceXSI describes a team of Grok Bots, led by a chief-of-staff bot, that preps calls, tracks promises, scans for usage risk and builds a weekly account health view. - ](https://www.automaticcompany.co/use-cases/grok-bot-post-sales-account-management/) - [ Grok Bot · Sales & leads ## Run a daily SDR routine that flags risky contacts before outreach An SDR at SpaceXSI describes a set of Grok Bots, working alongside Cursor agents, that run his morning prospecting, keep the contact sheet and CRM sequences in order, and sort every contact into safe or needs review before anything goes out. - ](https://www.automaticcompany.co/use-cases/grok-bot-sdr-daily-prospecting-review-gate/) - [ Hermes Agent · Sales & leads ## Let an agent answer sponsorship emails and book discovery calls A marketing agency founder runs Hermes Agent in the team's Slack, connected to the call and CRM tools, and lets its revenue agents send sponsorship replies and book customer development calls on their own. - ](https://www.automaticcompany.co/use-cases/hermes-agent-revenue-agent-books-calls/) - [ OpenClaw · Sales & leads ## Research each day's new signups as sales prospects A startup founder ran OpenClaw for its first day and had it prospect the company's new signups, then scheduled that job to run daily. It also drafted follow-up emails, with one serious misfire along the way. - ](https://www.automaticcompany.co/use-cases/openclaw-daily-new-signup-prospecting/) - [ OpenClaw · Sales & leads ## Find stalled deals and write follow-ups from call transcripts A small agency team connected OpenClaw to HubSpot, asked which deals needed chasing, and had it write a follow-up sequence personalized from each lead's discovery call transcript. - ](https://www.automaticcompany.co/use-cases/openclaw-hubspot-deal-follow-up-sequences/) - [ Grok Bot · Sales & leads ## Score yesterday's sales calls against your framework every morning The founder of the Prompt Warrior newsletter runs eight Grok Bot routines for his business. One reviews the previous day's sales call transcripts each morning, scores them against his sales framework and pulls out action items. - ](https://www.automaticcompany.co/use-cases/grok-bot-morning-sales-call-scoring/) - [ Hermes Agent · Sales & leads ## Run the outbound prospecting week while a salesperson handles replies A consultant has deployed Hermes Agent prospecting systems for several clients, including consulting firms and web agencies. The agent builds LinkedIn and email sequences, reads replies and escalates warm leads, while the salesperson keeps the conversations that matter. - ](https://www.automaticcompany.co/use-cases/hermes-agent-linkedin-outbound-week-with-human-handoff/) - [ Hermes Agent · Sales & leads ## Summarize inbound chat leads and ask before replying A consultant who sets Hermes up for small French businesses says one engine-cleaning shop has it check Facebook Messenger leads every 15 minutes, summarize each one and ask the owner how to reply. Another client dictates quotes straight into a CRM. - ](https://www.automaticcompany.co/use-cases/hermes-smb-messenger-lead-triage/) - [ Hermes Agent · Sales & leads ## Brief sales reps on a prospect's stack before discovery calls Artie, a 17-person startup, gives its sales team a Hermes Agent profile that researches each prospect, maps their current tools, and pulls deal context before a discovery call. Because it also knows the company's product docs, it can warn the rep where a prospect's existing tool tends to break before the call starts. - ](https://www.automaticcompany.co/use-cases/hermes-startup-sales-precall-research/) - [ Grok Bot · Sales & leads ## Research accounts overnight and queue outbound drafts The vendor says its own sales team uses Bots that research accounts overnight, score contacts by intent and draft email and LinkedIn messages in each seller's voice for approval. Other Bots keep CRM and org-chart records clean, flag stalled deals and produce a Monday pipeline scoreboard. - ](https://www.automaticcompany.co/use-cases/grok-overnight-sales-outbound-pipeline/) - [ Grok Bot · Sales & leads ## Log sales call notes into the CRM and draft follow-ups At launch, the vendor said its own sales team runs a Grok Bot that pulls notes from call transcripts into the CRM and drafts follow-up emails. A salesperson quoted in the announcement says that after showing the bot a workflow once, they feel much more efficient. - ](https://www.automaticcompany.co/use-cases/grok-sales-call-notes-crm-followups/) - [ Hermes Agent · Sales & leads ## Research and rank sales leads into tickets A three-person Polish software house had Hermes write a brief on each lead in its list, each a ticket with a company profile, the likely problem, a first-contact suggestion and a hot/warm/cold rating. It also produced a long competitor report and critiqued the team's first outreach email as too generic. - ](https://www.automaticcompany.co/use-cases/hermes-three-person-firm-lead-research/) ## Want this running for your business? We pick the bots, set them up in your account and run them. They do the work while you run the business. [ Hire your team ](https://www.automaticcompany.co/founding-waitlist/)