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Category · 33 cases

AI in business and sales

Cases of people using AI to sell more or spend less time on the boring parts of running a business: prospecting, proposals, competitor analysis, pricing, lead follow-up and reports for partners. There are accounts from freelancers, small companies and larger sales teams. Before copying, check whether the source shows a real result or only an intention, and remember that customer data calls for care under Brazil's LGPD. Each page covers what was done, how it went and a prompt to try in your own context.

33 cases, 15 of them from Brazil, from newest to oldest. The tools cited most here are Claude Code, ChatGPT, and Meta Muse. People who show up most in these accounts: salesperson, business owner, and entrepreneur.

The cases

33 cases

Illustrative photo: Construction sector01
Business and Sales🇺🇸 United States

Disputing a contractor's prices on a building project

A project owner gave the AI every item, the purchase order and the emails; it found charges he hadn't noticed.

Property OwnerIA generativa
X · via agentusecases.aiSee prompt →
Illustrative photo: Finance sector02
Business and Sales🇬🇧 United Kingdom

Paying an overseas supplier with an agent and human approval

An agent checks balances in several currencies and prepares the payment; a person reviews and approves it.

Business OwnerAirwallex
X · via agentusecases.aiSee prompt →
Illustrative photo: Insurance sector03
Business and Sales🇺🇸 United States

Canceling insurance by phone and recovering money with an agent

Forbes reports on people who used an agent to call the insurer and cancel a policy with a refund.

Business OwnerMeta Muse
News · via agentusecases.aiSee prompt →
Illustrative photo: Retail sector04
Business and Sales🇺🇸 United States

Selling a VR headset on Marketplace with an agent

With access to Facebook, the agent listed the Quest 3 and talked to buyers within a minimum price.

ConsumerMeta Muse
X · via agentusecases.aiSee prompt →
Illustrative photo: Education sector05
Business and Sales🇺🇸 United States

University recovers US$100,000 with a treasury skill

Cornell's finance and AI teams built a skill to identify and chase unidentified payments.

Financial AnalystClaude
X · via agentusecases.aiSee prompt →
Illustrative photo: Services/Technology sector06
Business and Sales🌐 International

Pre-qualify leads before they reach a salesperson

Futurepedia built an agent that researches each company, writes a fit summary and forwards the best leads.

SalespersonZapier Agents
X · via agentusecases.aiSee prompt →
Illustrative photo: Finance sector07
Business and Sales🇸🇪 Sweden

Bookkeeping for a Swedish company with agents

A cofounder had agents read receipts, suggest accounts and VAT, and prepare entries for approval.

Business OwnerAccountantClaude CodeCodex
Engineering Blog · via agentusecases.aiSee prompt →
Illustrative photo: Automotive sector08
Business and Sales🇺🇸 United States

An agent makes dealerships compete on the price of a car

AJ Stuyvenberg let an agent research prices, request quotes and pass the best offer on to rival dealers.

EngineerOpenClaw
Blog · via agentusecases.aiSee prompt →
Illustrative photo: SMB sector09
Business and Sales🌐 International

Separating business expenses from personal card statements

The author had Claude talk through the first few statements to learn her patterns before classifying the rest.

EntrepreneurClaude Code
Newsletter · via agentusecases.aiSee prompt →
Illustrative photo: SMB sector10
Business and Sales🇺🇸 United States

Two agents reviewing each other on the company tax return

Claude Code wrote the calculations from QuickBooks data and Codex reviewed them until they agreed.

Business OwnerClaude CodeCodex
Blog · via agentusecases.aiSee prompt →
Illustrative photo: Tourism sector11
Business and Sales🇬🇧 United Kingdom

Travel tech company tests whether an agent can book on 11 hotel sites

Triptease gave the same request to 11 booking engines and documented where the agent got stuck.

Tourism ProfessionalManus
News · via agentusecases.aiSee prompt →
Illustrative photo: Tourism sector12
Business and Sales🇺🇸 United States

Business lunch in Houston chosen by an agent

Nielsen Norman Group researchers watched the agent run 10 searches and propose three restaurants.

UX ResearcherChatGPT Agent
News · via agentusecases.aiSee prompt →
Illustrative photo: Services/Technology sector13
Business and Sales🇺🇸 United States

An automatic 6 a.m. briefing on who you're about to meet

A Zapier agent reads your calendar, researches external attendees and sends the summary to Slack.

SalespersonConsultantZapier Agents
Blog · via agentusecases.aiSee prompt →
Illustrative photo: Services/Technology sector14
Business and Sales🌐 International

Automatic preparation for sales meetings

Annika Helendi used a template that triggers on events with "discovery" in the title and researches the contact.

SalespersonContent CreatorLindy
Newsletter · via agentusecases.aiSee prompt →
Illustrative photo: Services/Technology sector15
Business and Sales🇺🇸 United States

Journalist uses an AI browser to find sources on LinkedIn

Joanna Stern asked for posts from people laid off from customer service because of AI, plus draft messages.

JournalistWriterPerplexity Comet
Newsletter · via agentusecases.aiSee prompt →
Illustrative photo: Services/Technology sector16
Business and Sales🇳🇱 Netherlands

Researching 50 target companies and filling in the CRM

A Dutch consultant filters the list by hand, then the agent researches each company and creates records ready for outreach.

ConsultantSalespersonClaude CodePerplexity
Newsletter · via agentusecases.aiSee prompt →
Illustrative photo: Food sector17
Business and Sales🇬🇧 United Kingdom

Competitor analysis as a presentation and a spreadsheet

The author asked for a presentation on the UK's 5 biggest coffee subscriptions and a table of differentiators.

Marketing ProfessionalChatGPT Agent
Newsletter · via agentusecases.aiSee prompt →
Illustrative photo: SMB sector18
Business and Sales🌐 International

Comparing prices of 15 CRMs in a spreadsheet

The reviewer asked Manus for plans, free-tier limits and G2 ratings for the 15 leading CRMs.

Business OwnerManus
Blog · via agentusecases.aiSee prompt →
Illustrative photo: Services/Technology sector19
Business and Sales🇧🇷 Brazil

Giving an agent a server and the mission of building a business

A dev let Claude Code run every 30 minutes on a VPS, with memory kept in files, asking for help via Telegram.

DeveloperEntrepreneurClaude CodeTelegram
TabnewsSee prompt →
Illustrative photo: Retail sector20
Business and Sales🇧🇷 Brazil

Discovering the problem wasn't the model, it was the question asked to customers

An entrepreneur improved a demand forecasting model, but only made progress in sales after changing the question asked to customers.

EntrepreneurData ScientistMachine learningPython
TabnewsSee prompt →
Illustrative photo: Health sector21
Business and Sales🇧🇷 Brazil

Building an app at 66 without knowing how to code

An Argentine numerologist in Belo Horizonte used AI to create Aurameets, which connects patients with holistic therapists.

EntrepreneurTherapistIA generativa
NewsSee prompt →
Illustrative photo: Retail sector22
Business and Sales🇧🇷 Brazil

Using ChatGPT to sell footwear on marketplaces

A sandal seller who does everything herself describes the four moments of the week when she uses ChatGPT.

Marketplace SellerChatGPT
BlogSee prompt →
Illustrative photo: Services/Technology sector23
Business and Sales🇧🇷 Brazil

Using several AIs as critics to validate an idea

A developer created a "tribunal" of 25 AI personas to judge ideas without the flattery typical of chatbots.

EntrepreneurLLMs
TabnewsSee prompt →
Illustrative photo: Automotive sector24
Business and Sales🇧🇷 Brazil

A neighborhood auto shop reminds customers about quotes without becoming spam

An auto repair shop in Curitiba set up automatic WhatsApp quote follow-ups using AI.

Repair Shop OwnerSalespersonWhatsApp APIGPT-4o-mini
BlogSee prompt →
Illustrative photo: Health sector25
Business and Sales🇧🇷 Brazil

Sell a WhatsApp scheduling agent to a clinic

A student in an AI agents course built a scheduling agent for an aesthetics clinic and began charging a monthly maintenance fee.

FreelancerDeveloperAgente de IAWhatsApp
BlogSee prompt →
Illustrative photo: SMB sector26
Business and Sales🇧🇷 Brazil

Automate the WhatsApp sales funnel with PIX payments

A developer automated customer service and billing on WhatsApp to stop losing customers to slow replies.

DeveloperSalespersonFastAPIRedis
TabnewsSee prompt →
Illustrative photo: SMB sector27
Business and Sales🇧🇷 Brazil

Build prospecting lists from Google Maps

A developer built a local lead extractor with Python and Playwright, speeding up development with AI.

DeveloperSalespersonPythonPlaywright
TabnewsSee prompt →
Illustrative photo: Health sector28
Business and Sales🇧🇷 Brazil

Let an AI send prospecting emails on your behalf

The founder of BloodLink authorized Claude to write and send emails to blood centers and hospitals.

EntrepreneurClaudeResend
TabnewsSee prompt →
Illustrative photo: Construction sector29
Business and Sales🇧🇷 Brazil

Developer Launches a Building Conceived with the Help of AI

Vitacon used AI to design a 700-studio development in Vila Mariana, in São Paulo.

ArchitectBusiness OwnerIA generativa
NewsSee prompt →
Illustrative photo: SMB sector30
Business and Sales🇧🇷 Brazil

Craft Fair Vendor Checks PIX Payments with an AI Assistant

A stall owner in Belo Horizonte uses a WhatsApp assistant to generate PIX QR codes and confirm payments while she serves customers.

Micro-Entrepreneur (MEI)Store OwnerJota
NewsSee prompt →
Illustrative photo: Services/Technology sector31
Business and Sales🇧🇷 Brazil

Consultant Closes a Sale with a Client Who Came Through ChatGPT

A sales consultant says a CEO found him by asking ChatGPT for recommendations.

SalespersonConsultantChatGPT
LinkedInSee prompt →
Illustrative photo: Food sector32
Business and Sales🇧🇷 Brazil

Pay-by-Weight Restaurant Lets AI Draft the Menu for the Owner to Approve

The owner of Cantinho das Delícias, in Diadema, uses a ChatGPT assistant that proposes the menus.

Restaurant OwnerEntrepreneurChatGPT
NewsSee prompt →
Illustrative photo: Health sector33
Business and Sales🇧🇷 Brazil

Dentist in the Brazilian backlands cross-references clinic data with AI to track metrics

Centro Odontológico SorriBem, in Patos (PB), began organizing management reports with AI.

DentistBusiness OwnerIA generativa
NewsSee prompt →

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