AI Builder

Create custom AI-powered workflows without code. AI Builder lets you design intelligent automations that match your unique sales process.

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What is AI Builder?

AI Builder is a visual workflow designer that lets you create custom AI automations. Instead of using pre-built templates, design workflows that match exactly how your team works.

Key Features

Feature	Description
Visual Designer	Drag-and-drop workflow creation
AI Actions	Built-in AI for writing, analyzing, and deciding
Custom Triggers	Start workflows from any event
Conditional Logic	Branch workflows based on conditions
Integrations	Connect with your existing tools
Templates	Start from pre-built workflow templates

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Getting Started

Access AI Builder

1. Go to https://app.salestools.io
2. Navigate to AI Builder in the main menu
3. Click Create New Workflow or choose a template

Workflow Components

Every workflow has three main components:

1. Trigger - What starts the workflow
2. Actions - What the workflow does
3. Conditions - Logic that controls flow

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Triggers

Available Triggers

Trigger	Description	Use Case
Email Received	New email arrives	Auto-respond to inquiries
Form Submitted	Lead form completed	Qualify and route leads
Meeting Booked	Calendar event created	Send prep materials
Contact Created	New contact added	Enrich and assign
Stage Changed	Pipeline stage updated	Trigger next actions
Scheduled	Time-based trigger	Daily/weekly reports
Webhook	External system event	Custom integrations

Setting Up Triggers

1. Click + Add Trigger in the workflow builder
2. Select trigger type
3. Configure trigger conditions
4. Test trigger with sample data

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AI Actions

Write with AI

Generate content using AI:

Use Cases:

• Write personalized emails
• Create follow-up messages
• Generate meeting summaries
• Draft LinkedIn messages

Configuration:

Action: AI Write
Prompt: Write a follow-up email for {{contact.first_name}}
        at {{contact.company}} who attended our demo.
        Focus on: {{meeting.key_points}}
Tone: Professional but friendly
Length: 2-3 paragraphs

Analyze with AI

Extract insights from text:

Use Cases:

• Analyze email sentiment
• Extract key information
• Classify lead intent
• Summarize conversations

Configuration:

Action: AI Analyze
Input: {{email.body}}
Extract:
  - Sentiment (positive/neutral/negative)
  - Intent (interested/objection/question/unsubscribe)
  - Key topics mentioned
  - Urgency level

Decide with AI

Make intelligent routing decisions:

Use Cases:

• Route leads to right rep
• Prioritize hot leads
• Determine next best action
• Qualify opportunities

Configuration:

Action: AI Decide
Context: {{contact.data}}, {{interaction.history}}
Decision: Which sales rep should handle this lead?
Options:
  - Enterprise Rep (if company size > 500)
  - SMB Rep (if company size < 100)
  - Mid-Market Rep (default)

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Standard Actions

Email Actions

Action	Description
Send Email	Send from connected account
Create Draft	Save email as draft for review
Reply to Thread	Reply to existing conversation
Forward	Forward email to team member

CRM Actions

Action	Description
Create Contact	Add new contact record
Update Contact	Modify contact fields
Create Deal	Add opportunity/deal
Update Stage	Move deal in pipeline
Add Note	Log note on record
Create Task	Assign follow-up task

LinkedIn Actions

Action	Description
View Profile	View prospect's profile
Send Connection	Send connection request
Send Message	Message existing connection

Notification Actions

Action	Description
Slack Message	Send to Slack channel
Email Notification	Alert team member
In-App Alert	Show in Salestools
Webhook	Call external URL

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Conditional Logic

If/Then Branches

Create different paths based on conditions:

IF contact.company_size > 500
  THEN Route to Enterprise Rep
  ELSE Route to SMB Rep

Available Conditions

Condition Type	Examples
Field Value	company_size > 100, industry = "SaaS"
Contains	email.body contains "pricing"
AI Classification	sentiment = "positive"
Time-based	is_business_hours = true
List Membership	contact in "Hot Leads" list

Multi-Branch Logic

Create complex decision trees:

IF email.intent = "meeting_request"
  → Send calendar link
ELSE IF email.intent = "objection"
  → AI generate objection response
ELSE IF email.intent = "unsubscribe"
  → Remove from sequence, send confirmation
ELSE
  → Route to rep for manual review

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Workflow Templates

Lead Qualification

Automatically qualify and route new leads:

1. Trigger: New contact created
2. Action: AI analyze company and role
3. Condition: Score > 80?
4. Yes: Assign to rep, create task
5. No: Add to nurture sequence

Meeting Follow-Up

Automate post-meeting actions:

1. Trigger: Meeting completed
2. Action: AI summarize meeting notes
3. Action: Create follow-up task
4. Action: Send summary email to prospect
5. Action: Update CRM with notes

Hot Lead Alert

Instant notification for high-value actions:

1. Trigger: Email received
2. Action: AI analyze intent
3. Condition: Intent = "interested" AND company_size > 100
4. Action: Slack alert to rep
5. Action: Create priority task

Competitor Response

Handle competitive objections:

1. Trigger: Email received
2. Action: AI detect competitor mention
3. Condition: Competitor mentioned?
4. Action: AI generate competitive response
5. Action: Send to rep for approval

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Building a Workflow

Step 1: Define the Goal

What should this workflow accomplish?

• Save time on repetitive tasks?
• Ensure consistent follow-up?
• Route leads intelligently?
• Generate personalized content?

Step 2: Map the Process

Before building, sketch the flow:

1. What triggers it?
2. What information is needed?
3. What decisions are made?
4. What actions result?

Step 3: Build in AI Builder

1. Add your trigger
2. Add actions in sequence
3. Insert conditions where needed
4. Connect the flow
5. Configure each step

Step 4: Test Thoroughly

1. Use Test Mode with sample data
2. Verify each step executes correctly
3. Check edge cases
4. Review AI outputs for quality

Step 5: Deploy and Monitor

1. Activate the workflow
2. Monitor execution logs
3. Review performance metrics
4. Iterate and improve

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Best Practices

Workflow Design

1. Start simple - Build basic version first, then add complexity
2. One goal per workflow - Don't try to do everything
3. Add error handling - What if an action fails?
4. Use clear naming - Name workflows and steps descriptively

AI Prompts

1. Be specific - Detailed prompts give better results
2. Include context - Pass relevant data to AI
3. Set constraints - Specify tone, length, format
4. Test variations - Iterate on prompts

Performance

1. Minimize actions - Each action adds latency
2. Use conditions early - Filter before heavy processing
3. Batch when possible - Group similar actions
4. Monitor execution time - Optimize slow workflows

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Troubleshooting

Workflow Not Triggering

• Verify trigger conditions are met
• Check that workflow is active
• Review trigger configuration
• Check for conflicting workflows

AI Output Quality Issues

• Refine your prompts with more detail
• Add more context variables
• Adjust tone and length settings
• Review and provide feedback

Action Failures

• Check integration connections
• Verify required fields are populated
• Review error messages in logs
• Test action independently

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Support

Need Help?

• Email: info@salestools.io
• Live Chat: Available in the Salestools dashboard
• Documentation: https://docs.salestools.io

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Last Updated: January 2025 Version: 1.0