How to build an AI-powered sales workflow in Layer UI

Estimated time: 30 minutes · 6 steps

Founders running their own pipeline don't have time to manually enrich leads, draft follow-ups, and write pipeline updates for investors. Layer UI's AI handles all three. This guide configures the workflow.

1. Step 1

   Open the CRM and pick a pipeline

   From the CRM module, pick or create a pipeline (e.g., 'Q2 Outbound').

2. Step 2

   Enable AI lead enrichment

   In CRM settings, turn on 'AI enrichment'. New contacts auto-populate company, role, and a 1-line summary.

3. Step 3

   Set up AI follow-up drafts

   Configure 'Auto-draft' on stage transitions. When a deal moves from Lead → Qualified, AI drafts a follow-up email for review (not auto-sent).

4. Step 4

   Connect Stripe Connect

   From CRM → Integrations, connect Stripe. Closed deals can become Stripe invoices or recurring subs in one click.

5. Step 5

   Schedule a weekly AI pipeline summary

   Enable 'AI weekly pipeline summary' in CRM settings. Every Monday Layer UI posts a one-paragraph update to a channel of your choice — useful for investor updates and team visibility.

6. Step 6

   Test the full loop

   Add a test contact, walk it through the pipeline, verify auto-drafts appear, and confirm the Monday summary captures it.