How I Built an AI Agent That Runs My Sales, CRM and Proposals скачать в хорошем качестве

How I Built an AI Agent That Runs My Sales, CRM and Proposals

☎️ Book a call with me: https://prometheusagency.co/book-audit How I Built an AI Agent That Runs My Sales, CRM and Proposals In this video, I walk you through how I built an AI agent system that runs my sales process, CRM, proposals, and client intelligence for my agency Prometheus. I show you the full AI architecture behind this system, including the orchestration layer, meta agent, Anthropic Claude models, Slack integration, HubSpot automation, and the context layer that acts as long-term memory for calls, transcripts, and meeting notes. You’ll see how my agent, Py, processes sales conversations, updates my pipeline in HubSpot, drafts proposals from a content bank in Google Drive, runs scheduled Slack briefings, and helps me prepare for 1:1s and L10 meetings using real-time data from across the business. I also break down how the data foundation, context layer, Supabase Postgres database, and strict memory validation rules work together to make this AI system reliable, cost-efficient, and future-proof for middle-market companies and agency owners who want to implement AI agents in their own operations. ============================== 🔶 https://prometheusagency.co 🔷 LinkedIn: linkedin.com/company/teamprometheus/?viewAsMember=true 🔷 LinkedIn:   / brantleydavidson   ============================== Learn more Who are we, and why should you listen to us? Prometheus Agency works with business leaders who know AI matters, but want clarity on where to start, what to prioritize, and how to create real value from it. Our work combines business strategy, operational thinking, and AI implementation support - helping organizations transform in ways that are practical, measurable, and aligned with how they actually operate. We focus on outcomes, not noise. That means less trend-chasing, more practical application, and a clearer path to AI adoption that supports both the business and the people inside it. If you want expert help applying AI inside your company, book an audit here: https://prometheusagency.co/book-audit