Pick one repeated task
We started with a single task the team repeated every day, rather than trying to automate the whole sales process at once.
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Internal project · AI automation case study
How we used AI to cut manual research in our own sales process
An internal project that shows how we run AI pilots: one repeated task, a small batch, then a measured scale-up.
THE BRIEF
The challenge
Good outreach starts with knowing who you are writing to. For our own sales team, that meant reviewing each prospect individually, by hand, before sending anything. It worked, but it was slow, and every hour spent on research was an hour not spent talking to people.
OVERVIEW
What we built
We built an AI-assisted workflow that handles the first pass of that research. Our team now receives prospects that have already been reviewed and are ready for a decision. The workflow uses a large language model connected to our existing sales tools.
This workflow is part of how we compete, so we have kept the specifics private. What we can share is the approach: pick one repeated task, prove it on a small batch, measure the result, then scale. We use the same approach with clients. We are happy to walk you through how it would apply to your business in a free consultation, and we can sign an NDA first.
The approach
Prove it on a small batch
We ran the workflow on a small batch first and checked the output before trusting it with more.
Measure, then scale
Once the small batch worked, we measured the result and only then widened the scope. We use the same pilot-first approach with clients.
TECHNOLOGY
Built with
- Large language model
- AI automation
- Existing sales tools
The outcome
The first pass is handled
The first round of prospect research is now done by the workflow instead of by hand.
Prospects arrive reviewed
Our team receives prospects that have already been reviewed and are ready for a decision.
More time for conversations
Hours that went into manual research now go into talking to people.
This is a young project, so we are not quoting figures yet. We will add measured results, such as hours of manual review saved, once the workflow has run long enough to measure them.
Some implementation details are intentionally withheld. We share them with clients during a consultation, under NDA where needed.
What this means for your business
Sales research
First-pass review of prospects, accounts or leads before a person decides.
Support triage
Sorting and routing incoming requests so the right person sees them first.
Document review and reports
Summaries, first drafts and checks that a person then reviews and approves.
Let's start your project
Tell us what you want to build or grow. We'll reply within one business day with clear next steps.
Phone: 9560430495 · Email: contact@ucodice.com
Office: Ucodice Technologies, IHDP Business Park, Street Number 7, Sector 127, Noida, Uttar Pradesh 201304. Also serving Delhi NCR and clients worldwide.
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