> For the complete documentation index, see [llms.txt](https://docs.blockbrain.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.blockbrain.ai/~/revisions/cIYk4huBoAvhOouMPj2d/use-cases/sales-automation.md).

# Sales Automation

Complete the entire sales process from the first meeting to the customized follow-up email with Nexus in just a few minutes.

<figure><img src="https://3232460952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIabFtGTeQzwfWCzp8vd6%2Fuploads%2FtjcMaEzTxLrG5e4jDMpM%2FScreenshot%202024-10-30%20at%2011.59.32.png?alt=media&amp;token=9c61416a-988c-4924-bbe2-48b2152710b0" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3232460952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIabFtGTeQzwfWCzp8vd6%2Fuploads%2FhvSVSAPrEKmeKrHn5yBK%2FScreenshot%202024-10-30%20at%2012.00.19.png?alt=media&amp;token=932a62d2-1d20-4cda-85f5-c98240f8df6f" alt=""><figcaption></figcaption></figure>

1. **Record meeting notes**: Capture your meeting notes, customer interests, or ideas using the Blockbrain Mobile App.\
   **Transform raw notes**: Instantly convert unstructured notes into structured meeting summaries and sales reports.
2. **Extract information from images**: Use image recognition to capture and process data from business cards or other documents.
3. **Automate customer research**: Automatically search and analyze customer websites to create comprehensive customer overviews.
4. **Identify synergies and opportunities**: Use Nexus to find potential synergies and opportunities based on your product offerings.
5. **Create personalized follow-up emails**: Generate tailored follow-up emails that include all relevant information from the sales process.
6. **Organize and share results**: Keep all original inputs and generated documents neatly organized and easily shareable with your team.

With Nexus, your sales team can streamline their workflows, save valuable time, and focus on closing deals.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.blockbrain.ai/~/revisions/cIYk4huBoAvhOouMPj2d/use-cases/sales-automation.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
