AI kit · Sales
The AI kit for Sales Operations Analysts
Everything your ChatGPT, Claude or Copilot needs to work like an expert sales operations analyst, hand-picked from our libraries and kept up to date. Add it once and just ask your AI for help. We guide you through the set-up.
AI Coach included
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14 skills for sales operations analysts
Picked from our 6,000+ skills. Know-how your AI follows step by step, so the result looks like an expert made it. Just ask for the task; your AI picks the right skill.
Cleans sales data, then calculates win rates, benchmarks, and dashboards, like showing conversion by rep last quarter.
Turns raw CRM exports into segmentation, lead scores, and churn risk, like ranking 500 open leads by close likelihood.
Builds forecasts with scenarios and accuracy checks, like modeling best, likely, and worst cases for Q4 revenue.
Reads CRM figures into funnel, CLV, churn, and campaign insights, like explaining why renewal rates dropped in March.
10 more in the kit for members.
Get the full kit26 prompts in 8 topics
Picked from our 60,000+ prompts. Tested instructions for every task in your job. Copy, paste, done. In your kit they're one click away.
Like "Draft CRM Data Standards"
Like "Select Sales Dashboard KPIs"
Like "Summarize Sales Performance Trends"
Like "Build Forecast Scenario Model"
22 more in the kit for members.
Get the full kit12 AI agents for sales operations analysts
Picked from our 4,000+ AI agents. An agent runs a whole task for you, every day or every month. It stops and asks you before anything important.
A forecast that reflects real buyer evidence.
CRM records that match the signed order exactly.
Every account assigned by the territory rules.
Only real changes in the numbers reach the leadership meeting.
8 more in the kit for members.
Get the full kit12 connections (MCP servers) for sales operations analysts
Picked from our 4,000+ MCP servers. A connection lets your AI look things up and get work done in an app you already use. You only switch on the ones you have, and we show you how.
Ask your AI to run real statistical analysis on your data and get back a chart-filled report you can cite.
Lets your AI create, read and edit Excel workbooks for you, without opening Excel.
Ask your AI to explore Metabase dashboards, run safe SQL queries, and explain your data in plain words.
Your AI can turn plain numbers into interactive charts and dashboards right inside the chat.
8 more in the kit for members.
Get the full kit16 AI apps for sales operations analysts
Picked from our 9,000+ AI apps. The AI apps worth your time in this job, so you don't have to test dozens yourself.
Narrative BI transforms raw data into actionable insights, integrating seamlessly with platforms like Google Analytics and Salesforce. With features like anomal
Airbook AI connects your CRM, marketing, support, and product data to auto-generate SQL, create charts, dashboards, and workflows—all in one platform for seamle
Two Minute Reports simplifies marketing and sales reporting by integrating data from various sources to create customizable, insightful reports. Automate your r
Alkemi turns Slack into your on-demand data analyst. Ask in plain English and get instant charts, summaries, and answers powered by Snowflake, BigQuery, HubSpot
12 more in the kit for members.
Get the full kit10 apps to build for sales operations analysts
Picked from our 2,000+ apps to build. Small tools for your job that your AI builds for you with our step-by-step instructions. No code.
Build this to cut the time from raw data to a source-linked report, with every number traceable.
Build this to stop tool switching and manual queries while keeping each reported number traceable.
Build this for ongoing CRM updates that clearly separate confirmed facts from assumptions.
Build this to cut manual re-entry and keep one traceable record from question to outreach to pipeline.
6 more in the kit for members.
Get the full kit12 Grok Bots for sales operations analysts
Picked from our 1,800+ Grok Bots. Ready-made helpers on Grok Bot that sort files, rename documents and keep folders tidy while you work.
Design and optimize revenue operations, lead lifecycle, scoring, routing, and CRM automation.
Automate Salesforce CRM tasks: leads, contacts, accounts, opportunities, and SOQL queries.
Configure Odoo CRM pipelines, pricelists, and quotation templates with step-by-step instructions.
Automate Zoho CRM record creation, search, update, and lead conversion via Rube MCP.
8 more in the kit for members.
Get the full kitAdd the kit to your AI
Install instructions are for members
Install the kit as a plugin, or connect it through the AI Coach. Both come with every click shown, so you don't have to work anything out.
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