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Day 6
Practical application ROI focus
Sales Support Ops Templates

Business use cases: lead, sales, support

Apply your 5‑day toolkit to real business scenarios. Steal these templates, adapt them, and deliver value immediately.

3 departments
6 ready templates
ROI calculator
reuse skills
Day1 prompts
Day2 Zapier
Day3 Make
Day4 API
Day5 lead AI
Day6 use cases
All previous skills → now applied to sales, support, and operations.

🎯 From tools to business impact

📌 You have the superpowers. Now where to use them?

Days 1‑5 gave you a complete automation toolkit: prompt engineering, Zapier, Make, OpenAI API, and a full lead system. Today we zoom out and look at the most common, high‑ROI business patterns. You'll see how to mix and match the tools for each scenario.

Think of it as a toolbox: You own a hammer, screwdriver, drill (Days 1‑5). Today we show you how to build a bookshelf, a picture frame, and a birdhouse (use cases). You reuse the same tools but in different combinations.

🏢 Three departments, endless automations

Sales

Lead qualification, follow‑up emails, meeting scheduling, CRM enrichment.

Support

Ticket categorization, auto‑responses, sentiment analysis, Slack alerts.

Operations

Data entry, report generation, invoice processing, cross‑app syncing.

📈 Sales playbook – 3 ready templates

1. Hot lead alert + personalized video

Scenario: A prospect fills a "contact sales" form. You want immediate notification and a custom intro.

Tools: Zapier + OpenAI API (Day4) + Gmail

Flow:

  1. Trigger: Typeform / Gravity Forms (new entry).
  2. OpenAI API: Generate a 2‑sentence icebreaker based on their message (Day1 prompt).
  3. Gmail: Send email to sales rep with lead details + icebreaker.
  4. Slack: Post to #sales-leads with a button to schedule meeting (Calendly).
Prompt snippet: "Write a friendly, professional icebreaker for a sales email. Mention the prospect's industry: {{industry}} and their interest: {{message}}. Max 2 sentences."

2. Meeting no‑show recovery

Scenario: A scheduled meeting (Calendly) was missed. Automate a graceful follow‑up.

Tools: Make.com + OpenAI API + Gmail (draft)

Flow:

  1. Trigger: Calendly "event cancelled" or 5 min after start if not started.
  2. OpenAI: Generate a soft, re‑scheduling email (tone: understanding, not pushy).
  3. Gmail: Create draft for sales rep to review & send.
  4. Sheets: Log missed meeting for reporting.

3. Lead scoring from email inquiries

Scenario: General inbox (hello@) receives inquiries. Automatically score leads based on content.

Tools: Gmail trigger (Day2) + OpenAI API (Day4) + Sheets (Day2) + Slack (Day3)

Flow: (This is Day5 simplified)

  1. Gmail: Watch for new emails.
  2. OpenAI: Classify as "hot/warm/cold" with reason.
  3. Sheets: Log all.
  4. Slack: Only hot leads posted to #sales.

Reuse Day5 qualifier prompt.

🎧 Support playbook – 3 ready templates

1. AI‑powered ticket triage

Scenario: Support emails arrive at support@. Auto‑categorize and set priority.

Tools: Gmail → OpenAI (classify) → HelpScout / Zendesk (or Sheets)

Prompt (Day1): "Read this support email. Return JSON with: category (billing/tech/account), priority (high/medium/low), and a 1‑line summary."

2. Sentiment alert for angry customers

Scenario: Detect negative sentiment and notify a senior support agent immediately.

Tools: Make.com + OpenAI API + Slack

Flow:

  1. Trigger: Gmail (new email to support).
  2. OpenAI: Sentiment analysis (positive/neutral/negative).
  3. Router: if negative, post to #urgent-support with email snippet.
  4. Always log to sheet.

3. Auto‑reply for common questions

Scenario: Frequently asked questions (password reset, pricing) get instant answers from a knowledge base.

Tools: Zapier + OpenAI API + Gmail

Flow:

  1. Trigger: Gmail with label "faq".
  2. OpenAI: "Answer this question politely based on our FAQ: [insert FAQ text]. If unsure, say 'I'll connect you with a human.'"
  3. Gmail: Send reply.

Safety: Always add "If this doesn't help, a human will reply within 24h".

⚙️ Operations playbook – 3 ready templates

1. Invoice data extraction

Scenario: Invoices arrive as PDF attachments. Extract amount, due date, vendor.

Tools: Make.com + OpenAI API (vision if needed) + Google Sheets + accounting software

Flow:

  1. Trigger: Gmail (invoice label).
  2. Extract attachment, send to OpenAI (with prompt: "extract JSON: total, due_date, vendor").
  3. Add row to "Invoices to pay" sheet.
  4. Slack alert: "New invoice ${amount} from ${vendor} due ${date}".

2. Daily report generator

Scenario: Every morning, gather data from multiple sources and email a summary.

Tools: Make.com (scheduler) + OpenAI + Gmail

Flow:

  1. Scheduled trigger (8 AM daily).
  2. Get new leads from CRM (API), new support tickets, sales figures.
  3. OpenAI: "Summarise these stats in a friendly 3‑bullet update for the team."
  4. Email to team.

3. CRM enrichment from email signatures

Scenario: When someone emails, extract their job title, company, phone from signature and update CRM.

Tools: Gmail trigger + OpenAI API + HubSpot / Pipedream

Prompt: "Extract from this email signature: name, job title, company, phone. Return JSON."

🧠 Choosing the right tool for the job

Use Zapier when…
  • Simple, linear workflows (≤5 steps).
  • Quick integration between two apps.
  • You want pre‑built OpenAI actions (no HTTP).
  • Example: Typeform → OpenAI → Sheets.
Use Make.com when…
  • Complex logic: routers, iterators, aggregators.
  • Full HTTP control (custom API calls).
  • Need error handling & data transformation.
  • Example: multi‑path lead router with AI.
Still unsure? Start with Zapier. If you hit a limitation (no router, can't parse JSON easily), switch to Make. Both are free to start.

Blueprint templates (copy & adapt)

Sales: Lead → Slack

Zapier: Gmail (label "lead") → OpenAI (summarize) → Slack (message)

Support: Negative → urgent

Make: Gmail → OpenAI (sentiment) → router → Slack (urgent) + Sheets

Ops: Invoice parser

Make: Gmail (attachment) → OpenAI vision (extract) → Sheets → Slack

These are not theoretical – they are directly built from Days 1‑5 skills.

⚠️ Pitfalls to avoid (real business lessons)

  • Automating a broken process: Fix the manual process first, then automate.
  • No error handling: If API fails, do you have a fallback? (Make: error routes).
  • Over‑automating: Not every email needs a reply. Use filters (Day2).
  • Ignoring privacy: Be careful with sensitive data in AI calls (anonymize if needed).

💰 Quick ROI calculator

Example: Lead qualification (Day5)

  • Time saved per lead: 5 minutes (reading + typing).
  • Leads per month: 200.
  • Hours saved: 200 × 5 / 60 = 16.7 hours.
  • Hourly cost $50 → monthly saving $835.
  • AI cost: ~$0.01 per lead × 200 = $2.
  • ROI = 417x 🚀

Use this formula for any use case.

📚 Real-world case studies

Day 6: You've applied automation to real business cases

✔ 9 ready‑to‑use templates (sales, support, ops)
✔ Decision framework: Zapier vs Make
✔ ROI calculator to justify your work
✔ Avoid common pitfalls
✔ Reused all skills from Days 1‑5 in new combinations

From prompt engineer to automation architect.

Premium automation tutorial — Day 6: Business use cases (lead, sales, support)

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