🤝 The AI agents that build connections with the right people

Scale your expertise and personality with these free-to-access guides...

July 14, 2025

Hey there.

Regardless of how many hours you work, how experienced you are, or how much of your output you can automate with AI, advancing in your career often requires you to increase the quality—and quantity—of your connections with other people.

Which means in order to grow, you need systems that handle the repetitive parts of building relationships and serving people, so you can focus entirely on the work that actually moves the needle.

Instead of staying stuck manually researching prospects, drafting individual emails, and missing opportunities to follow up, professionals inside The Rundown AI University are building systems that allow their expertise and personality to shine through in every interaction.

Here are the agents they’re learning to build (and the exact guides they’re learning from):

The always-on support agent that represents you professionally

Custom-built AI chatbots generally still give generic responses that sound like ChatGPT and fail to engage the end user like a human assistant would. That means, to capture leads effectively or deliver service you’re proud of, you have to be available to engage with prospects and browsers.

Often that means you’re spending far too much time answering the same basic questions repeatedly, or you're losing qualified prospects who visit your site when you’re unavailable (or sleeping) and get no meaningful engagement.

In the first of this week's two free-to-access guides, we explore a platform that lets you create AI agents trained specifically on your expertise and business knowledge.

Chatbase can:

  • Train agents on your website content, service descriptions, and communication patterns to respond with your specific expertise

  • Capture detailed lead information and route urgent matters appropriately while you're unavailable

  • Integrate directly with your CRM and communication tools for seamless prospect management

  • Learn from every interaction to improve responses and qualification accuracy over time

  • Handle complex inquiries with the depth and nuance that reflects your professional standards

Professionals using this approach see qualified prospects getting immediate, expert-level responses 24/7, with every interaction reflecting their professional standards. More importantly, zero opportunities slip through the cracks while their actual time stays focused on strategy, relationship building, and high-value work.

For example, if you're a marketer, your AI agent can walk prospects through your approach, answer standard questions, and guide interested leads to schedule strategy calls while you're managing existing client campaigns. 

However you set this up, the result is so much better than a generic "thanks for your interest" message.

Our members are already building AI agents that handle initial prospect qualification and complex inquiries around the clock.

Access 'Create a custom AI agent trained on your website with Chatbase' for free this week, before deciding whether to sign up to The Rundown AI University.

The research and personalization agent that scales engaging outreach

Even with AI writing tools, manually researching prospects and crafting individual outreach messages remains time-consuming, and the results still often lack the specific business context that creates meaningful connections.

Until now, this has meant you're either limiting your outreach volume or sacrificing the personalization that actually gets responses.

In our second free-to-access guide this week, we explore the automation platform that handles comprehensive prospect research to create personalized outreach at scale.

Zapier Agents deliver:

  • Research prospects and companies across multiple data sources automatically, gathering current business context and relevant insights

  • Generate personalized outreach messages based on specific challenges, recent developments, and strategic initiatives

  • Manage follow-up sequences with timing and messaging that adapts to prospect engagement and behavior

  • Integrate research findings directly into your CRM with actionable insights and next-step recommendations

  • Maintain consistent outreach volume without sacrificing the personalization quality that creates genuine connections

When set up correctly, your complete prospect and company analysis process can happen in a few minutes, your outreach is more likely to connect because it references specific business challenges and opportunities.

For example, if you're a consultant, your prospect research can cover their industry regulations, operational challenges, and strategic initiatives. Then, your outreach can position your expertise against their specific compliance requirements, operational inefficiencies, or growth objectives to show immediate relevance rather than generic capability claims.

And there are examples in almost every industry.

Our members are already creating automated research and outreach systems that reclaim hours of strategic thinking time each week.

Access 'How to automate personalized sales outreach at scale with Zapier Agents' for free this week, before deciding whether to sign up to The Rundown AI University.

While these two guides demonstrate how members are using AI to multiply their communications without increasing their workload, each of our daily guides help members increase productivity in completely different ways.

This week we also created guides for:

Once you’ve taken action on the two agent guides above, you’re likely to notice many of the other opportunities that exist in your work.

Stay curious,

The Rundown Team

P.S. Before you add this email to the list of things you probably/might get back to, here’s a quick reminder: Even if it takes an afternoon to set up either agent, the advantages will compound over time. Take 7 days to make these two guides work for you or unlock more personalized resources by starting your 14-day trial here.