Build an AI Sales Rep with Zapier Agent
Build an AI Sales Rep with Zapier Agent
Hosted by Anna Marie Clifton, Jane Zhang
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Timestamps
[00:00] Open with welcome from Rundown and Zapier teams
[02:12] Share agenda and what attendees will learn
[05:30] Demo basic AI workflows using Zapier Agents
[09:23] Explain how agents differ from traditional Zaps
[15:20] Build custom AI sales agent via prompt commands
[20:50] Collect and enrich leads using Tables + Clearbit
[27:11] Auto-send leads and emails to Slack
[35:05] Share free agent template with all attendees
[36:03] Give tips for clear, specific prompting
[41:00] Compare Agents vs Zaps: control and flexibility
[43:30] Swap tools in agents: Slack, Gmail, Clearbit
[45:00] Share prompt design do’s and don’ts
[47:00]Break down...
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