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Sales workflows with ChatGPT Work
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Sales workflows with ChatGPT Work

OpenAI

July 14, 2026

OpenAI Academy

Explore how sales teams can use ChatGPT Work to turn account context, customer conversations, and deal signals into pipeline briefs, meeting packs, forecast reviews, and account plans.

Sales work often lives across CRM fields, call notes, email threads, Slack discussions, decks, customer docs, and account signals. ChatGPT Work helps pull that context together and produce the first usable version of the artifact, whether that is a prioritized account brief, meeting prep packet, forecast risk review, account strategy pack, or stalled-deal diagnosis. Sellers and managers still own the relationship strategy and judgment; ChatGPT Work helps get the working draft in front of the team faster.

Watch the on-demand webinar

Watch How sales teams use Codex on-demand here⁠(opens in a new window).

Note: This webinar was recorded when these workflows lived in the former Codex app. You can now follow along using ChatGPT Work at chatgpt.com or in the ChatGPT desktop app.

Install the sales plugin for ChatGPT Work

Top ChatGPT Work use cases for sales teams

Ready to try ChatGPT Work on real sales work? Check out our use cases here.⁠(opens in a new window)

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