How to use AI for sales leads: define fields before running the workflow
InputDefine ICP, fields, evidence, scoring, and exports so AI-assisted sales lead collection becomes repeatable.
OrganizeKeep source material, notes, criteria, and files in one DeepSeek企业桌面版 project.
JudgmentAsk the agent to summarize, classify, score, or draft only where judgment is needed.
DeliverableSave markdown, csv, text, or checklist files that can be reviewed later.
Where AI helps
AI helps with summarizing repeated material, finding patterns, drafting structured notes, and preparing a first pass that a person can review.
What needs human review
- Keep final decisions with a person.
- Do not auto-send messages, delete data, approve payments, or make sensitive commitments.
- Review facts, sources, and external-facing language before acting.