In this tutorial, Rory Ridgers, founder of Autonomously AI, demonstrates how he uses Claude Code to automate roughly 80% of his sales administration tasks. He first explains the two core components of his Claude Code workspace: a set of markdown context files containing personal and company information, and a Roop MCP server that links Claude Code to external applications such as Gmail, Google Calendar, HubSpot, Google Docs, and Slack. He then walks through six daily commands that form a seamless workflow: 1. /brief – run each morning to generate a concise snapshot of overnight activity, priority actions, schedule, pipeline pulse, content stats, and inbox summary. 2. /pipeline – provides a detailed, tabular view of every deal in the sales pipeline, including stage, contacts, deal value, suggested next steps, and flags for duplicates or stale leads. 3. /meeting‑prep – pulls data from calendar events, emails, HubSpot, and call transcripts to produce a pre‑meeting briefing with company research, agenda suggestions, talking points, and watch‑outs. 4. /proposal – consumes the meeting notes to draft a customized proposal using Rory’s brand voice, pricing context, and structured sections (problem, solution phases, ROI, investment, next steps). 5. /draft‑email – automatically composes an email to the lead, attaches the generated proposal, and can be sent directly via the integrated Gmail connection. 6. /queue – executed at day‑end to surface any outstanding items (unpaid invoices, overdue payments, client follow‑ups, Slack messages) and draft quick responses, ensuring nothing falls through the cracks. Rory emphasizes how each command builds on the previous one, creating a chain that moves him from morning planning to post‑call follow‑up without leaving Claude Code. He highlights the time savings, reduced context switching, and the ability to focus on sales calls rather than administrative overhead. The video concludes with a call‑to‑action inviting viewers to book a consultation to eliminate similar bottlenecks in their own businesses.
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What's up guys, in this video I'm going to be showing you how I personally automate about 80% of my sales admin so I can focus purely on just doing my sales call, not having to do all of those little bits in between. Of course, for this I'm going to be using Claude Code, and specifically I'm going to be showing you the 6 commands that I use pretty much every day to automate the majority of my sales admin. Just quickly, if you don't know who I am, my name is Rory Ridgers and I run an agency called Autonomously AI where we find and eliminate your operational bottlenecks such as sales admin tasks in just 14 days. So if that sounds like something you might be interested in, you can check the description of this video and there'll be a link to book up a call with me. But without further ado, let's jump into the video. Okay, so here I am now inside of my personal Claude Code setup that I have. You can see it's autonomously— I pretty much manages everything to do with my business. And like I said, in this video we're going to be running through the 6 commands that I use pretty much every day to automate a massive chunk of my sales admin. So just to give you guys a bit of background first, this workspace here has 2 key components that pretty much allow these 6 commands to actually work effectively. The first one is all of the context files that has. If we come to here and we go to context, you can see it has a bunch of different MD files with a bunch of different context on me and my company. So that is a massive component of this, and that is what allows all of these commands to work effectively. The second part of it is the Rube MCP that it has set up. And simply what this is, it's just an MCP server that is connected to all of my other apps' MCP servers. So with this, it can connect to my Gmail, my calendar, my HubSpot, my Google Docs, literally anything through this Roop MCP server. So those are two key pieces of context that you need to know before going into this. It's connected up to all of my apps and it has full context on me. So let's run you through command number one. This one is /brief, and what this does is I run it every morning and basically looks at everything that happened overnight while I was asleep and just gives me a quick brief on the things I need to be looking out for, anything that's changed, and what I should be doing in the morning. So I'm going to run it quickly here. Brief, we're going to see exactly what it does here. It's just thinking a little bit. It's going to be using a bunch of different tools through the Rube MCP. As you can see, it's first searching for all its available tools, and it's going to start using Gmail, Calendar, HubSpot, everything like that, come back to us with a bit of an output. Okay, so it's just finished here, and the first thing it says is good morning Rory, tells me the date, and it tells me my main focus, which is the Google workshop that I'm doing in 4 days. And then we have some priority actions here, so a, so retainer payment that I need to follow up on, the Google workshop that I need to address a little bit more, an outstanding invoice that I need to pay, a Slack message that I got, and then also a call confirmed for Thursday the 9th of April. And it says no action needed, just noting it. And then it gives me today's schedule here. So it says 7:00 wake up, shower, eat. 8:00 check email and immediate tasks. And then 8:30 till 1:00 is content tasks. And then at 12:00 I have a meeting called Rory Chat on my calendar. And then lunch, then proposals, then client work. Then it tells me my pipeline pulse. So basically just everything that's going on in my pipeline right now, all of the outstanding projects, the value of all the deals, all the clients that we haven't quite signed yet, everything like that. And then it also gives me an output on my content and brand, so like my current stats on YouTube, and then a quick summary of my inbox, what's been going on there. So awesome. I run that every morning, and you can see it doesn't really directly automate sales admin, but by doing that, it means I know exactly what I'm doing every single morning. I don't have to worry about it and spend a bunch of time planning out my day. I can just run that and I get a quick snapshot of everything that's gone on and what exactly I need to be doing. Then the next one here is Pipeline. So I'm going to run this through And what this does is a little bit more in-depth version of that brief, except it looks just at the pipeline. So we're going to run this through and it's just going to give me an output of everything that's going on in my pipeline in a lot more detail than that brief. So it should be a little bit easier for it because that last command, um, updated a bunch of MD files and stuff in my workspace, and this will be able to pull from that. But we're going to let it run through and then we're going to come back when it's done and you can see the output. Okay, so now it's given me a full overview of my pipeline and the status of every single project. As you can imagine, A lot of this is going to have to be blurred out, but it tells me the stage, the primary contact I have of all of them, of course, the name of the company, where we're at in that project, and then some suggested next steps and also like the deal value and things like that. So it gives me a nice little overview here in a table and then some housekeeping flags. So some duplicates, some stale leads, and then a couple other things to note there. So this is really, really helpful. I don't really like going into my CRM that much because I just find it confusing and there's way too much stuff going on and I can't be bothered. If I'm just looking for a quick overview. So I just run this command, and then that way I can get a detailed overview of everything. And then also I can ask follow-up questions, so I can ask it to go into more detail on certain projects or clients, get it to perform more actions. Okay, now we're going to move on to an exciting one. I love this command because it works really, really well when I use it all the time. What this one is called is Meeting Prep, and it kind of does exactly what you think— it just preps you for an upcoming meeting. So you can see it here, and the way that you run this— there's two ways of running this. You can either just run Meeting Meeting Prep, and it will grab the rest of your meetings for today and prep you on all of them. Or you can give it a specific name, or like, you know, name of the calendar event, be able to prep you on that one. So for this example, I'm going to do a historical calendar event I had a couple days ago just as a test. I'm running Meeting Prep, and then I'm just pasted in the name of a discovery call that I had a few days ago. I'd be able to go back through my calendar, and it's also going to look through HubSpot, through my emails, everything like that, and also through the transcript of the call. I'm going to be able to go through Gmail, HubSpot, my calendar and basically just see everything to do with this person I had a call with. It can also go research their company, but with some suggestions for an agenda for the call, everything like that, and make you absolutely prepped for the call every single time. So you can see here it's given me an output. So it's just telling me when it is, who it's with, and where it's at. Just told me who the person is, and it says it's a brand new inbound lead. They've obviously come from YouTube because there's no prior email history and not in HubSpot. And then deal context and email history, of course there's nothing in there because it hasn't happened yet. Of course the meeting has happened. But it's just doing it as if it hadn't happened yet to give you guys a good example. And this is what he told me during the booking here. And then suggested agenda, intro and rapport, and then understand their problem. So what does he mean by scrubbing, deduplication, enrichment, validation? How was he tracking outreach today? What tools and stack is he using? So is he using like Google Sheets, CRM, an email platform? Volume and scale, how many leads slash accounts, how often, how many people on the team? And then explore the fit and then go through the next steps. And also has the talking points here. So it told me what the company does, so obviously research this company, which is really cool. And then it also gave me a little watch out section for, so the things to avoid as well. So you can imagine going into a meeting how valuable this is to have all of this information right there. You can literally do this like 5 minutes before the meeting, just quickly get all this info. You can even have it up on another screen if you want, and then that way during the meeting, if you really want to, you can talk to Claude here and say, um, you know, the call's taking this direction, or they just asked this question, what should I say, that kind of thing. If you really wanted to— I don't do that too often. I usually just run this command, get all these notes here, and then just go off of that. So this saves me loads of time in researching the lead, coming up with an agenda, doing all of this kind of stuff. And then for the next command, we're actually going to carry on with this conversation. We're going to run proposal, which does exactly what you think it would do. It forms a proposal for us. So we're going to go pro proposal. And then we're going to say, I just had the call with this lead. Can you go through the meeting notes and give me a full proposal? Okay, so I ran that command and it said, I already have the meeting notes from the call. Let me pull the brand voice and pricing context to draft the proposal. And it said, got everything I need. Here's the proposal based on the call notes. And then it does the full proposal here with their problem, what we're going to build with the different phases here, and then what you're going to get. So a little like ROI breakdown. And then an investment here. Of course, you can change that if you like. And then the next steps. And then down here, it just says I can approve it, edit it, or rework the entire thing. So super cool. It's actually used the notes from the call, hasn't just like done a random proposal, is use the notes from the call. And then it's used my exact structure for drafting proposals to come up with this here. So now what we're going to say is the next command. They're all kind of chaining on from each other here, which is draft email. So if we run forward slash draft-email. We're going to say, now email this lead with this new proposal. So we're going to run that here and then see what it comes out with. Okay, perfect. So it's just come up with a simple email here, who it's going to, the subject and the context, and it's just basically done a full breakdown of what we talked about in the call and then given like a quick rundown of the proposal. And then we can also just attach that proposal to this email as well and just send it off to the person. So super, super simple. Literally after the call, we just run /proposal/draft_email and just have everything I need to be able to send this to the lead straight after the call. And because this connects up to my Gmail, I can literally just say to this, okay, now send the email to this lead for me. So I don't even have to leave Claude Code. I can just say send this email for me with the PDF attached of that proposal and then I'm literally done. They can get a proposal like 5 minutes after the call if I really wanted to do it that way. And then one more here, which I run at the end of every day. This one is called /queue, and I spelled it wrong, but basically what this does is I run it at the end of every day, about an hour or two before I'm gonna log off for the day, and it just surfaces anything else that needs my attention that I need to sign off from or need to edit quickly or send something over to someone. That way I'm not missing out on anyone. If a lead's emailed me and it's got lost in my inbox, then Claude Code will pick it up here and just draft me me a response. So it's super easy for me. Okay, so item 1 of 4, there's an outstanding invoice that I need to pay, which tell me how much it's for and then the link to pay that. So I don't even have to go over to my emails, I can just copy this link into my browser and just pay it that way. And also drafted me a little response email so I can, um, you know, just respond to it straight away after I've paid. And then item 2 out of 4 is follow up on an overdue payment. So there's actually someone that owes me money as well. So just following up on that, it drafted me a quick response. And then item 3 out of 4 was just following up on the next steps for a current client project that I have because it's cold outreach campaign and we've just launched it. So of course there's some next steps involved there. We need to get in touch with the client. So it's just drafting me up a quick response on the exact thing that I need to send over and who I need to send that to. Then item 4 out of 4 is just a Slack DM that I got that I still need to reply to. So it's just telling me like how I should respond to that and then just gives me a quick summary at the bottom here of everything. Kind of thing. So this one's actually amazing if you pair that with Brief. Brief in the morning lays out everything you need to do, and then you can try and make sure you do all of that. And then at the end of the day, if you run Queue, it basically just picks up on all the stuff you didn't do or new stuff that cropped up during the day, and you just go ahead and quickly do that. Like I said, I'll do this like an hour or two before I log off. So if there's just like some emails I need to reply to, some invoices I need to pay, that kind of thing, I can just quickly go and do it. So that is it for the video, guys. I hope you enjoyed it. And as I said, if you're looking to eliminate some of the bottlenecks such as these sales admin issues, then click the link in the description of this video and you can book up a call with me and we can have a talk about it. That's it for the video. I'll see you in the next one.
