How brokers can use AI for email drafting

I spend ~25% of my day with ChatGPT. Here's why it's become my secret weapon in sales: Last week, I realised something: I’m spending a quarter of my day in ChatGPT. Not because it’s cool. Because it’s making me faster, sharper, and more valuable in my role. Here are 7 ways I’ve used AI in just the last 7 days to do my job better: 1. Call follow-ups that are clean, credible, and fast. I drop in transcripts. It gives me follow-up emails that hit the tone I want, mirror the buyer’s language, and are ready in seconds. 2. Pre-call prep that’s more than just surface-level. I ask questions like: → “What’s the CEO of ACME been talking about lately?” → “Has ACME raised funding recently?” → “What might this prospect’s DISC profile be?” I show up prepared—and it shows. 3. Reworking messaging when it feels off. When an email feels stiff, pitchy, or just off, I drop it into ChatGPT. It gets me. It sharpens the message while keeping my voice intact. 4. ‘WIHYS’ slides built in minutes. I present a “What I Heard You Say” slide on every second call. ChatGPT knows my format. I feed it a transcript-and boom, slide is 95% done. 5. On-call recall. Prospect asked for pricing. I forgot their team size. Instead of scrambling, I quickly queried my last call transcript mid-meeting. Instant answer. 6. Never run out of LinkedIn post ideas. I uploaded my archive of past posts. Now I can ask things like: → “What have I written about discovery?” → “Suggest new hooks for this post.” → “Combine these two ideas into one.” It’s like having a content strategist on tap. 7. Persona-tuned product messaging. Need to tailor messaging for different buyers? ChatGPT helps me tweak how I position MySalesCoach offerings like Deal Coaching-short and punchy for direct types, deeper detail for the analyticals. AI’s not replacing me. It’s amplifying me. It's giving me copious amounts of time back in my day to spend doing stuff like prospecting (booked 5 meetings last week). And if you’re in sales - it can do the same for you.

This one’s for Founders & Sales folks. I built an AI agent that cut my sales follow-up time by 90%. Not kidding. From 30 minutes per email... to 2 minutes. And I actually enjoy it now. Let me back up. I hate writing sales follow-ups. → Re-reading call notes → Trying to remember context → Spending hours wordsmithing Even with my system of organized ChatGPT folders with custom deal context, it still took forever. So I did what any founder would do. I built a tool. It sounds much harder than it actually was. I hadn’t built an AI agent before and it only took me 2 hours end to end. Here’s what I used and how it works. ⚙️ Built with: Relay.app (shoutout to Jacob Bank - love what you’re building!) Step 1: I trigger Relay to follow up with a particular deal in Hubspot. Step 2: Relay retrieves deal context from Hubspot (it’s made me much more diligent about making sure my data is up-to-date here) Step 3: Agent reviews the deal and decides if a follow-up is needed. It gives me the following output: Is a follow up required? Yes / No response What kind of follow-up is required? General check-in email, breakup email, nudge with resources (I provided these options for it to choose from). Why did it make this decision? This is really helpful because it gets me up to speed on the deal quickly—when did we last check in, what were their objections or concerns, when is the next expected touch point, and so on. Step 4: I approve or tweak. I tell the agent if it’s right or wrong, or provide context it may not have. Step 5: AI writes a draft email. The first draft hits me within ~20 seconds. I give high-level feedback (e.g., “focus more on timeline urgency”) if necessary. Step 6: AI revises the draft based on by input. At this stage I have an almost perfect draft. I make minor edits if at all and hit send. The whole process takes 2–3 minutes max. Are we all getting replaced by AI in 2 years? Probably. But for now, I’ve outsourced an annoying part of sales and it's amazing.

Still drowning in email? That’s a choice. Email sucks. Full stop. When did you hear someone say, "I love email!"? P.S. if someone says that, run away from them... Joking aside, almost every customer we have at one point has joked, "When will AI be able to clean out my inbox?". Well, I decided to spend one day finding out... I made a scrappy little sidekick I now call "Email Pal", built on n8n + OpenAI, integrated w/ Outlook (could also be Gmail). Here is how it works: 1. Tags my incoming emails with categories I actually care about and defined (Opportunities, News, Invoicing, Solicitations, etc.) 2. Drafts smart replies based on the whole thread and other related data, so I don’t respond like a robot. 3. Changes tone depending on who it’s talking to (client ≠ recruiter ≠ founder friend). 4. Finds follow-ups I forgot and drafts those little polite but firm nudges: “You mentioned sending a doc…haven’t seen it yet. Just bumping this :)” Next Steps: Integration w/ CRM and other project delivery systems to build additional context on the overall relationship w/ our customers. Keep in mind, this solution is only for DRAFTS. I tweak, approve, and send. Always. I still wouldn't trust AI to email on my behalf (at least not externally). This isn’t a product. It’s a prototype. But it’s already rescued a deal, recovered meetings, and saved me hours. Email Pal is one of dozens of tiny, high-leverage systems we’ve built. Want to see it in action? Drop me a note. 👇 (Screenshot below) [This post was Human Generated, Human Approved]