ANZ gives business bankers an AI assistant inside Salesforce

How to do it yourself

Our suggested steps. The company didn't publish theirs.

1. 1

   Make sure every client has a CRM record with recent emails and notes logged.

2. 2

   Before each client call, ask the CRM AI (or ChatGPT with an export) the prompt below.

3. 3

   After the call, paste notes and ask it to log next steps and create tasks.

4. 4

   Weekly, ask it for clients with no contact in 60 days.

5. 5

   Review the pipeline it suggests every Monday.

The instructions to give the AI

Paste this into ChatGPT (the free plan is fine), swap the [brackets] for your details, and test it on a few real examples.

This is one part of the setup. It won't connect to your phone, inbox or other apps on its own; the steps above cover that.

Prepare me for a call with [client]. From the CRM history below give: 1) 3-line relationship summary, 2) products they use and recent changes, 3) open issues or promises, 4) 2 opportunities to discuss, 5) 3 smart questions to ask.
History:
[paste]

What you should get back: A call brief: 3-line relationship summary, products, open issues and 3 smart questions to ask.

Written by Quickly and Good, inspired by this case.