Sales Operations Automation
Automate quote generation, outbound campaigns, lead enrichment, and follow-up sequences with AI agents that work directly in your spreadsheets.
Last updated: January 15, 2026
Why Sales Teams Choose Decisional
Sales operations involves repetitive tasks that eat into selling time: creating quotes, researching prospects, personalizing outreach, and managing follow-ups. These tasks require judgment but follow patterns that AI can learn.
Decisional's AI agents automate these workflows while keeping sales reps in control. Agents work through your spreadsheet of leads, quotes, or opportunities—doing the operational work while you focus on relationships.
Sales Automation Use Cases
Quote Generation
Generate custom quotes from requirements and pricing data automatically.
Example workflow:
- Upload customer requirements spreadsheet
- Agent reads requirements for each opportunity
- Agent looks up products and pricing from price list
- Agent applies volume discounts and custom terms
- Agent generates quote documents (PDF/Word)
- Quotes ready for review or auto-send
Lead Enrichment
Research companies and contacts to enrich your prospect database.
Example workflow:
- Upload lead list with company names
- Agent researches each company (website, news, LinkedIn)
- Agent finds decision-maker contacts
- Agent extracts firmographic data (size, industry, tech stack)
- Enriched data populates your spreadsheet
Personalized Outbound
Send personalized emails at scale based on prospect research.
Example workflow:
- Upload prospect list with email addresses
- Agent researches each company for personalization hooks
- Agent drafts personalized email for each prospect
- Emails sent via connected email account
- Send status and timestamps logged to spreadsheet
Follow-Up Sequences
Automate follow-up emails based on engagement and timing rules.
Example workflow:
- Track sent emails and response status in spreadsheet
- Agent identifies prospects due for follow-up
- Agent crafts contextual follow-up based on prior interaction
- Follow-up sent and logged
- Sequence continues until response or max attempts
RFP Response Drafting
Generate initial RFP responses from your content library.
Example workflow:
- Upload RFP questions to spreadsheet
- Agent reads your past responses and product documentation
- Agent drafts answers tailored to the specific questions
- Responses populated for review and refinement
- Final document assembled for submission
Why AI Agents Work for Sales
Scales Personalization
AI can research and personalize at scale—doing for 100 prospects what you could only do for 10.
Handles Complexity
Quote generation with custom pricing, discounts, and terms requires judgment that AI can provide.
Maintains Context
Follow-up sequences need context from prior interactions. Agents remember and reference previous communications.
Works in Your Tools
No new CRM to learn. Agents work in your spreadsheets and connect to your email—your existing workflow.
Impact for Sales Teams
90%
Time saved on quotes
10X
More personalized outreach
0
Missed follow-ups
100%
Leads enriched
Related Resources
Scale your sales operations
Let AI agents handle quotes, outreach, and follow-ups.