The dinner-planning workflow can extend beyond audience selection into campaign execution. It enriches contacts, writes outreach copy, creates Apollo sequences, assigns appropriate senders, and adds the relevant prospects, turning a strategic recommendation into an executable campaign.

Enrichment tools identify the appropriate audience
AI writes personalized campaign copy
Sequences can be created directly in Apollo or other connected tools
Contacts and senders can be assigned automatically

“not only can it pick the audience through enrichment tools, but it can actually make the the copy and insert the sequences or campaigns directly…”
Nate · 07:00

“I've actually two-line built full Apollo sequences and added uh the relevant contacts to those with the right sender for those people.”
Nate · 07:30

#apollo#outreach#event marketing#sales automation

Explainer09:00

How an AI Workflow Graduates From Manual Review to Autonomy

Nate starts with a small task, expands it into an end-to-end workflow, and retains approval checkpoints at consequential stages. Once the workflow repeatedly produces acceptable results, it can run on a schedule and present a completed campaign for a short human review rather than requiring the team to repeat the whole project.

Begin with a simple, bounded task
Expand the task into an end-to-end recurring workflow
Keep approval and review checkpoints where needed
Reduce recurring work to a short approval session

“I typically have started with something simple, and then it grows into an end-to-end flow where I have my check-ins as to when to approve,…”
Nate · 09:30

“once this is always on, it turns into a 30-minute check-in of like, oh, let's just approve this each each week versus let's do a…”
Nate · 10:00

#human in the loop#autonomous agents#workflow design#trust

Explainer18:00

How Experimental AI Skills Become Organization-Wide Standards

Individuals are encouraged to build skills for their own work and share successful experiments with colleagues. Useful skills such as pipeline hygiene, stale-deal follow-up, testimonial discovery, and personalized gifting are then hardened before being promoted across the organization.

Centralized starter skills give teams a useful baseline
Employees can freely create and share their own skills
Successful experiments are hardened before broad deployment
Common examples include pipeline hygiene, lead leakage, and stale-deal re-engagement

“My take on this is I do build something to as a starting point, and oftentimes we have improvements every single week.”
Nate · 18:30

“So everybody on the team is developing cool skills and sharing, and then we usually harden them and share them across the entire org once…”
Nate · 19:30

#skills library#sales enablement#governance#knowledge sharing

Story· 2

Story02:00

How One Person Took On the Work of a 15-Person RevOps Team

Nate explains that he currently handles RevOps, enablement, CRM administration, procurement, analysis, and strategy as a team of one. He contrasts this with his previous company, where similar responsibilities were distributed across systems specialists and multiple operations roles.

Nate's current RevOps team consists of one person supported by AI agents
His remit includes enablement, analysis, CRM administration, procurement, and strategy
Comparable work previously required roughly 10 to 15 people
AI increased both project throughput and deployment speed

“So my team is one right now.”
Nate · 02:00

“computer has vastly changed the way that we work and just the volume of output and speed that we can deploy new projects and test…”
Nate · 02:30

#revops#ai agents#team productivity#automation

Story11:30

A Two-Line Prompt Replaced an Intake Meeting and RevOps Ticket

A finance leader wanted to know whenever the sales team booked a meeting with a sufficiently large finance company. Instead of requesting a report, attending an intake meeting, and waiting for RevOps implementation, the team created the targeted Slack alert with a short prompt.

Business users can create narrowly targeted operational alerts
The alert combines meeting, industry, and company-size criteria
A prompt can replace an intake-and-ticket workflow
Finance can join relevant sales calls sooner

“This is just a two-line prompt today.”
Nate · 12:00

“So we just ask computer, send a Slack channel alert when when our sales team books a new meeting with a finance company of a…”
Nate · 12:00

#slack#alerts#finance#sales operations

Tool· 4

Tool04:30

Using a Model Council to Choose the Best City for an Executive Dinner

Perplexity Computer can ask several AI models to analyze the same business decision and compare where they agree, disagree, or identify unique findings. In the demonstrated use case, the models combine live CRM opportunity data with multiple analytical perspectives to recommend a city and target audience for an executive dinner.

Multiple models independently assess the same decision
The output separates agreement, disagreement, and unique findings
CRM data grounds recommendations in the company's actual pipeline
Different models contribute different analytical lenses

“You can prompt it to ask any models for for answers that you'd like and compare and contrast them.”
Nate · 05:00

“So the checkbox is here and the evidence of why they agree, who they should target.”
Nate · 05:30

#model council#events#crm#decision making

Tool12:30

The Control Panel Nate Uses to Manage Recurring AI Workers

Nate manages agent work through pinned flows, scheduled jobs, attention queues, hosted dashboards, and a daily formatted Slack summary. Perplexity Computer serves as the central control panel, while Slack provides a convenient surface for reviewing updates and collaborating with colleagues.

Items requiring attention appear at the top
Scheduled and pinned jobs remain easy to access
Daily Slack summaries surface the information Nate cares about
Hosted apps provide dedicated dashboards such as sales pipeline views

“So I have my pinned flows in computer.”
Nate · 13:00

“So I can see at the top here everything that needs attention, and I can collapse these sections if I need to.”
Nate · 13:30

#agent management#dashboards#scheduled jobs#slack

Tool19:30

Reconciling Hundreds of Contracts Against the CRM With AI

Perplexity Computer can inspect signed contracts stored in Google Drive or a contract-management platform and reconcile them against CRM opportunities. The workflow extracts contacts, amounts, dates, and line items, produces an audit report, flags records for manual review, and can execute approved uploads at scale.

Contracts can be retrieved from Google Drive or a CLM
Extracted terms are compared with CRM opportunity records
The output identifies generated records and cases requiring manual review
Uploads can remain blocked until a human approves them
The workflow scales to hundreds of deals

“And the goal I put here is to ensure that all signed contracts are represented as opportunities with the relevant contacts, amounts, close dates, opportunities,…”
Nate · 20:00

“But uh, this with hundreds of deals actually works at scale.”
Nate · 21:30

#crm#contracts#data quality#reconciliation

Tool22:30

A Daily Voice-of-Customer Dashboard That Recommends Actions

Nate's preferred RevOps workflow ingests customer transcripts and emails into a dashboard that refreshes daily. It identifies what customers value, surfaces recurring themes, and recommends concrete actions for product, enablement, and marketing teams rather than merely summarizing feedback.

The dashboard refreshes every day
Transcripts and emails provide the source material
It tracks customer sentiment and resonant themes
Recommendations are routed to the teams responsible for acting
Discovered use cases can become testimonials or marketing stories

“I think the main one that I've loved is our voice of customer dashboard, and this refreshes every single day.”
Nate · 22:30

“but we're suggesting things that I can do and my team can do and our product team can do to get better.”
Nate · 23:00

#voice of customer#customer insights#enablement#product marketing

Takeaway· 2

Takeaway03:00

AI Shrinks Compensation-Plan Development From Months to Days

Work such as designing and back-testing a compensation plan once required a lengthy collaborative process. Nate says AI can consolidate expert input, evaluate the plan, and prepare it for approval and deployment within days, while humans remain involved in co-working and decision-making.

AI broadens the range of work one operator can cover
External expertise can be consolidated quickly
Compensation plans can be designed and back-tested faster
Human collaboration remains part of the process

“Things like that that would have taken months or are taking now days to get by in and deploy.”
Nate · 03:30

“And there is still uh work with humans, so it's not all agents all day.”
Nate · 03:30

#compensation#planning#ai collaboration#revops

Takeaway24:00

Why Customer Obsession Still Matters in an AI-Enabled Career

Nate argues that AI does not replace the durable career advantage of understanding customers. The opportunity is to identify precisely what external buyers or internal stakeholders need, then use AI to execute and deliver that value faster and more accurately.

Customer obsession remains a durable career principle
Internal teams should be treated as customers too
Operators should anticipate what leaders and frontline teams need
AI accelerates delivery but does not determine what matters

“I think my general point of view is is be obsessed with the customer”
Nate · 24:30

“now with AI executing on and delivering on what they need it just becomes that much faster and more accurate using tools like Perplexity.”
Nate · 24:30

#career#customer obsession#future of work#ai

Frameworks in this episode

Agent Operations Control Panel

Contract-to-CRM Reconciliation

Internal-and-External Customer Lens

Model Council Decision Review

Recurring Agent Worker Conversion

Seed, Share, and Harden Skill Lifecycle

Staged Autonomy Trust Ladder

Thread-to-Skill Pattern Mining

Voice-of-Customer Action Routing

Insights & moments

✶Explainer· 3

From CRM Analysis to a Ready-to-Send Executive Dinner Campaign