Here are my learnings in the AI Agent world so far, as a RevOps professional! I plan to continue to add learnings, as I go along in my own journey!
AI agents are no longer futuristic ideas or experimental toys. They’re here, they’re powerful, and they’re reshaping how work gets done — especially in GTM, RevOps, and Marketing Ops.
But most people still don’t know where to start, what’s possible, or how to make agents reliable.
This guide is built for practitioners who want real-world use cases, tools, and frameworks to build agents that actually work inside their ops stack. I am not claiming to be the end-all resource on AI Agents, but I want to share my learnings with you.
An AI Agent is more than just ChatGPT with tasks. It's an autonomous worker that:
| Agent Type | What it Does | Example Tools |
|---|---|---|
| Data Fetcher + Summarizer | Pulls CRM or sheet data and writes reports | Zapier, Relevance, ChatGPT |
| Sales/CS Coach | Flags stale deals, gives tips | Zapier, GPT, HubSpot |
| Content Generator | Writes copy in your voice | Claude, ChatGPT, Jasper |
| Monitoring Agent | Watches CRMs, forms, or inboxes | Clay, Zapier |
| Routing Agent | Sorts leads based on fit or intent | Clay, Clearbit + GPT, Default |
Each of the use cases below includes a sample prompt to help you get started fast with tools like ChatGPT, Claude, or Zapier AI Agents.