10 Ways We’re Using AI at QuotaPath

10 ways we're using AI

This is a blog authored by our Director of RevOps and AI, Brandon Smith. 

We’re using AI… and we’re building with it, too.

Plus, it’s not just our engineers; it’s everyone.

Every Friday at QuotaPath, something special happens: we clear a few hours, open up our laptops, and jump into what we call Vibe Coding Fridays.

It’s an optional playground where folks from every department (Sales, Product, Customer Success, Engineering, Marketing, Partnerships, Executive Leadership) come together to explore, learn, and build with AI. 

No coding experience required. Just curiosity, collaboration, and a shared mindset grounded in creation and experimentation. 

We’ve already built tools to improve our workflows, prototype product design, and deliver better experiences for our customers. With platforms like Claude, Cursor, Replit, and others in our toolkit, our team is turning experimentation into real business value.

This is especially timely as teams continue to determine how to adopt AI across their general practices for both internal and external use.

So, to help, here are 10 ways we’re using AI to improve operations and our product, and offer better support to our customers.

Check out our use cases below. 

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10. Prototyping & Microtool Building (Replit)

First, we use Replit to rapidly spin up small tools and prototypes, like internal dashboards to customer-facing mockups. 

It’s a fast, low-friction way to test ideas and iterate quickly.

9. Customer Deck Creation (Zapier)

Next, we leverage Zapier to auto-generate personalized customer decks using deal data and ICP info. It saves time and ensures every deck is relevant and tailored—without starting from scratch.

8. Lead Scoring & Routing (Clay + Default)

Additionally, we combine Clay and Default to enrich and score inbound leads on the marketing side, so the right reps see the most valuable leads first. Smarter routing = better conversion.

7. Deal & Account Health Analysis (Momentum)

We also implemented Momentum this past year to log call notes, and more importantly, surface red flags and engagement trends to help us assess deal health before it’s too late. (See another use case below.)

6. Presentation Building (Gamma)

I’ve personally used Gamma to turn my outlines and ideas into polished presentations in minutes for super clean storytelling. 

5. Writing Follow-Up Emails + Inbox Cleanup (Fyxer.ai)

We implemented Fyxer.ai, too, to draft post-meeting follow-ups and organize our inboxes so we stay focused on high-impact work.

4. Call Coaching Scorecards (Gong)

With Gong, we use AI-generated scorecards to highlight what’s working (and what’s not) on sales calls. It’s made coaching easier, more consistent, and data-driven.

Plus, our Director of Content has used anonymized call recordings to help shape data-filled reports we publish quarterly.

ai use case quotapath

3. AI-Powered Plan Builder (QuotaPath)

Within our sales compensation software, our AI-Powered Plan Builder (which we launched about a year ago) helps users create comp plans within QuotaPath via prompt or by uploading a PDF. It simplifies a traditionally complex, click-heavy process.

2. Customer Testimonial GPT (OpenAI)

Using OpenAI, we built an internal GPT that turns customer conversations into publishable customer success stories and acts as an on-demand library for short, usable quotes for marketing and sales. 

It’s fast, accurate, and surprisingly human.

1. CRM Data Capture from Calls, Emails, and Meetings (Momentum)

We’re also using Momentum to auto-sync meeting notes, emails, and activity into our CRM, keeping records accurate and up to date (without that traditional manual entry). This has saved our sales team a ton of time. 

Final Thoughts

As you can see, we’ve really embraced this technology across our org. The result? We’re moving faster, maintaining alignment, and building better. 

And with Vibe Coding Fridays, we’re creating space for everyone at QuotaPath to experiment, learn, and grow.

What are we missing? How are you using AI?  DM us or drop a note. We love sharing ideas.

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