Follow along with the webinar: How teams use Codex
If you work in sales, you probably know this moment: customer context exists, but it is scattered across too many places. You may have CRM notes in one place, call context in another, upcoming meetings on your calendar, follow-up drafts in email, and a forecast review or pipeline push coming up fast.
That is the work this webinar focuses on. You will see how Codex can help sales teams bring context together and turn it into useful sales assets: a prioritized account list, a prospecting plan, draft outreach, meeting prep briefs, and a customer-ready proposal.
Use the files linked below to follow along with the demos. These are sample materials with dummy sales data, fictional customers, and practice assets.
Download the demo files
Download these files to follow along: Download here Resources to bookmark:
Before you try the demos
For the sales workflows in this webinar, make sure Codex is installed. Some demos also use the Sales plugin and connected tools such as your CRM, Gmail, Google Calendar, documents, or spreadsheets.
Your organization controls which plugins and connected tools are available in your workspace, so your exact setup may look different from the webinar.
The sample files are designed for practice. Before using any Codex output with a real customer, review the details, tone, assumptions, and next steps.
Main demo: Prioritize accounts and build a prospecting workflow
The first main demo shows how Codex can help with pipeline generation and prospecting. Codex can help move from a broad account list to prioritized accounts, deeper research, a prospecting plan, an outreach cadence, and draft emails.
Start the pipeline generation workflow:
Use the Sales plugin to help me prioritize my top accounts for pipeline generation.
Once Codex returns a ranked account list, review the account recommendations, suggested contacts, opportunity rationale, and next steps. This is where you should check whether the prioritization matches what you know about your territory or book of business.
Then ask Codex to turn that account context into a prospecting plan:
Create a prospecting workbook for these accounts with target personas, outreach angles, and an email cadence.
After Codex creates the workbook or plan, inspect the output before using it. Look for the account rationale, personas, message angles, cadence timing, and any assumptions that need seller review.
Finally, turn the plan into draft outreach:
Draft emails for the top outreach prospects so I can review them before sending.
Codex can create draft emails that you review, edit, and approve. Nothing should go to a prospect until you decide it is ready.
Main demo: Prepare for meetings and create a customer-ready next step
The second main demo starts with customer meeting prep. Codex can help bring together account context, meeting details, and recommended next steps, then turn one next step into a customer-ready proposal.
For this demo, use the included file: here Start by asking Codex to prep you for upcoming meetings:
Use the Sales plugin to prep me for my upcoming customer meetings.
When Codex returns the meeting prep output, review the briefs before relying on them. Look for the meeting objective, account context, likely discussion topics, risks or objections, and recommended next steps.
In the webinar, one of the meeting briefs recommends an onsite AI workshop for Harborline. To turn that recommendation into a customer-facing asset, use this prompt:
For the Harborline meeting, can you make an onsite AI workshop proposal that I can share with the customer? Use the proposal template in this folder as the starting point.
After Codex creates the proposal, open it and inspect the customer details, workshop objective, agenda, working group, expected output, and next steps. Make sure the proposal sounds right for the customer before sharing it.
Then draft the follow-up email:
Create a draft email to the key stakeholders at Harborline to propose the workshop.
Codex can draft the follow-up email so you can review and edit it before sending.
Make sales workflows repeatable
If a workflow is useful every week, Codex can help make it repeatable.
For example:
Create a weekly automation that uses the Sales plugin every Monday morning to prep me for my customer meetings that week.
Use this kind of automation for repeated sales work where a first pass is valuable but still needs human judgment: weekly meeting prep, pipeline review, forecast call prep, account plan refreshes, or recurring follow-up checks.
What to try next
You do not have to start by rebuilding your whole sales motion. Pick one sales task that already shows up in your work: prioritizing accounts, preparing for a meeting, drafting follow-up, creating a proposal, reviewing pipeline, or refreshing an account plan.
The pattern is the same as what we showed in the webinar: give Codex the right files and sales context, ask for a specific reviewable output, validate the details, then refine the workflow and reuse it next time.
For more examples, visit How sales teams use Codex. 
