I've built dozens of AI agents across our GTM operation.
I've built dozens of AI agents across our GTM operation.
Hereβs how I decide which one to build -
Most teams think βadding AIβ means dropping ChatGPT into one workflow and moving on.
That is not an agentic system.
Agents are:
β Always-on
β Trigger-based
β Making decisions
β Taking actions
No human in the loop for 90% of the low-value work.
The real question is not βwhich toolβ.
The real question is βwhere in your GTM does an agent belongβ.
Here is the diagnostic I use across 4 functions.
Sales
β Time from buying signal to first outreach
β How reps prep discovery (15 minutes of Google = agent)
β What happens to overnight replies
β How you choose which deals to push this week
Marketing
β How you know which campaigns drive pipeline
β Where competitive intel comes from
β Time from idea to campaign live
β Who decides inbound β sales vs nurture
RevOps
β How clean your CRM data is
β How many tools a lead touches before a sequence
β Which reports still live in spreadsheets
β What breaks when you 2x volume
Customer Success
β How you detect churn risk early
β What signals show expansion readiness
β How manual onboarding feels for the team
Any answer with βtoo slowβ, βmanualβ, or βwe do notβ is an agent slot.
Then match to 5 agent types:
β Research: signals, company intel, tech stack
β Enrichment: data waterfall, contacts, email verify, CRM gaps
β Content: sequences, briefs, reports from data
β Routing: reply tags, scoring, stage updates, alerts
β Monitoring: churn, pipeline, anomalies, data drift
Start with one.
Pick the slowest, most repetitive, most time-sensitive workflow.
Team size rule:
β Under 10: Routing first (reply classification or lead scoring)
β 10β50: Enrichment first (data quality unlocks all)
β 50+: Monitoring first (what you cannot see hurts you)
I mapped 20 concrete agent builds across Sales, Marketing, RevOps, and CS into one cheat sheet.