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Sales, Marketing & SupportAny

Rank CRM prospects and draft outreach with Codex

A demo has Codex pull CRM data, rank top accounts, and build a 13-slide deck with per-account strategy and draft outreach emails.

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Use case overview

A demo has Codex pull CRM data, rank top accounts, and build a 13-slide deck with per-account strategy and draft outreach emails.

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Reported experience

  1. What they did

    Using Codex's Sales plugin, the demo connected to a demo Salesforce instance, pulled data, and ranked the top 10 prospect accounts with plain-English reasons and color-coded priority. Codex then built a 13-slide PowerPoint with per-account strategy and draft emails, and saved drafts in Gmail. A daily 8:03 AM automation adds the next cadence draft and refreshes the plan if Salesforce changes.

  2. How it went

    The demo produced a ranked list, a 13-slide plan paired with draft emails, and a morning automation. The source gives no measured results and describes only a demo instance.

  3. Worth knowing

    The automation keeps emails as drafts only and never sends them, so a person still reviews and sends each one.

Example prompts

Try with Codex
Pull accounts from [CRM export or connected CRM] and rank the top [10] by [criteria like deal size, recent activity, and fit]. Build a slide deck with one slide per account covering a suggested strategy, plus a draft outreach email for each. Save drafts only and do not send any emails; show me the deck when finished.

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