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Manage a funnel of sales leads

Shows how AI agents can automate a classic sales workflow process

Praveen Seshadri avatar
Written by Praveen Seshadri
Updated over a week ago

This sample thunk shows how AI can automate a lot of the work that goes into managing a classic sales funnel process. Your AI qualifies new leads, tailors proposals, and manages follow-up tasks.

Here is a link to the sample and here's a video describing how the sample works.

This is an example of a "Workflow" thunk pattern. There are also many variations of this "workflow" thunk pattern that apply to a wide variety of work processes and projects.


This thunk involves a complex plan. It is created by choosing the "Workflow" option that gives you the most flexibility during the planning process.

When you look at the plan, you'll notice that it has many steps in it. These steps are repeated for every new lead that is added to the thunk.

How can you steer a plan to have steps like these?

  • Based on the initial goal and description, your AI proposes an initial plan outline. You can accept it as is, or you can change it.

  • You could change it by telling your AI agent in the chat window to make a change (eg: "add a step to research the lead before preparing the product proposal").

  • You could explicitly add a step via UI

The plan outline is the foundation of the planning process. Once you decide on that, your AI will generate the structure of the data to store for the thunk. This data structure depends on the thunk itself (eg: for a sales lead, your AI will probably choose properties like Company and Position) and on the plan you've chosen (eg: there's probably going to be at least one property to record the results of each step of the plan). You can still change the structure before approving it. As a final stage of the planning process, your AI will generate details for exactly what to do at each plan step, and then you are good to proceed to the Execution phase.


In this thunk, the AI agent is involved in at least the following activities:

  1. The collection of sales lead entries.

  2. The execution of the sales funnel workflow for each sales lead entry.

The Thunk.AI platform has other capabilities that can be used to extend or modify the sales lead funnel scenario. For example, you can ask your AI to:

  • Add new leads automatically via a form

  • Add new leads via email or update the status of a lead by forwarding email to the thunk

  • Search the web to find new leads Add data validation checking (eg: to ensure that inputs or results are sensible)

  • Check and validate each new lead using constraints and policies

  • Research them on the web

  • Analyze, summarize, and evaluate information about each lead

  • Run AI formulas for automatic lead scoring

  • Assign leads to team mates automatically based on intelligent logic

  • Help you on ad-hoc tasks associated with each lead

How to use it

There are three ways to use this sample:

  1. Browse the sample and explore what it does

  2. Make a copy of the sample so that you can interact with it, add your own tasks, etc

  3. Create a new thunk, give it your own goal, choose the Workflow category, and apply what you have learned from the sample

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