AGI / Half-day workshop
AI automation workshop
A half-day workshop for sales, marketing and RevOps teams. We map your routine work across HubSpot, Clay and your other tools, then rank what AI agents can take over. Within two working days you get a written top five, each with its business impact and first steps.
Plan your workshopWhat’s in your top five?
The task
The routine job it takes off your team.
Business impact
Hours, cost per task and speed, from your numbers.
What it needs
The data, tools and access involved.
Effort and risk
A first build estimate and the checks it needs.
We also say which one to build first.
| Task | Effort | Impact |
|---|---|---|
| Lead routing | Small | Faster first reply |
| Account research | Medium | Hours back for reps |
| CRM clean-up | Small | Reports you can trust |
| Pipeline digest | Medium | Risks seen earlier |
| Invoice reminders | Small | Cash in sooner |
- Format
- Half day, remote or on site in the EU
The check marks the task we’d build first.
Where can AI save the most?
Go-to-market and RevOps
Lead routing
New leads reach the right owner fast.
Account research
A brief before every sales call.
CRM hygiene
Duplicates, gaps and stale stages fixed weekly.
Pipeline reporting
Deals at risk flagged every week.
Across the business
Finance operations
Invoice reminders and spend checks, drafted for approval.
Support triage
Tickets sorted and routed, with draft replies.
Reporting
Analytics and CRM numbers in one summary.
Team onboarding
Accounts, checklists and first-week tasks set up.
How does the workshop run?
- Before
Kickoff call
A call with your team lead about your tools, volumes and costs.
- Session, part 1
See it live
We show AI agents and sub-agents doing real work, including the routines that run our company.
- Session, part 2
Map and rank
Your team lists its routine work. We score each task on time, cost, risk and effort, then pick five together.
- After
Top five in writing
Within two working days: the written top five with impact estimates, plus a 30-minute walkthrough.
What does it change?
Time back
Hours spent copying data between tools go back to selling.
Lower running cost
Each task gets a cost per run to weigh against the hours and tools it replaces.
A clear budget call
Effort and expected return side by side, before you spend on a build.
AI automation workshop FAQ
What do we get from the workshop?
A written top five within two working days and a 30-minute call. Each use case covers the task, its business impact, what it needs, the rough effort and the checks.
How do you estimate the impact?
From your own numbers: how often the task runs, how long it takes and who does it. We don’t promise results we haven’t measured.
Which tools do you work with?
HubSpot, Clay, Google Analytics, Search Console, Gmail, Slack and most tools with an API. We build with Claude Code agents and sub-agents.
Who runs the workshop?
The founder runs every workshop and scopes every build we take on. Before AGI Technologies, the founder led the HubSpot consulting unit at an agency.
Who should join?
The people who do the routine work in sales, marketing, RevOps or operations, plus one person who can decide on a build. Up to 10 people in total.
Do we need AI experience?
No. The first part shows what AI agents can do today, so everyone starts from the same place.
Do you need access to our systems?
No. The session works from what your team tells us about its work. Access only comes up later, if you decide to build.
Is it remote or on site?
Both work. We run it remotely, or come to your office anywhere in the EU.
Do we have to build with you afterwards?
No. The top five is yours to keep, and you can build it with anyone.
What should your team automate?
Tell us who would join and which tools they use. We’ll plan the workshop around your team’s work.
Prefer writing? Email us. We reply within two working days.
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