#114 Running RevOps on AI Workflows & Agents – with Eric Portugal Welsh, Head of RevOps at PlanetScale
APR 6, 202638 MIN
#114 Running RevOps on AI Workflows & Agents – with Eric Portugal Welsh, Head of RevOps at PlanetScale
APR 6, 202638 MIN
Description
<p>Eric Portugal Welsh, Head of RevOps at PlanetScale and returning guest on the RevOps Lab, joins Janis and Philipp to share how he went from leading a team of six to operating as a solo RevOps function — and how AI is making that possible. Eric walks through his full AI stack, his vibe coding journey, and the specific agents and workflows he's built to automate everything from pipeline reviews to stakeholder communication to onboarding himself at a new company.</p><p>We cover:</p><ul><li><p>Going from a RevOps team of six to a team of one — and why that's the PlanetScale model</p></li><li><p>The full AI stack: Claude, Cursor, Cowork, Gemini, Notion AI — and when to use which</p></li><li><p>How Eric onboarded himself in days instead of weeks using Claude and Notion agents</p></li><li><p>Vibe coding a full pipeline dashboard from a single Salesforce history report in 90 minutes</p></li><li><p>Why PlanetScale's head of finance hasn't opened Excel in months — everything is vibe coded</p></li><li><p>Building agents for weekly status updates, pipeline prep, and Slack-based Q&A</p></li><li><p>A communication agent that mirrors the COO's tone and preempts his questions</p></li><li><p>The Monday morning pipeline agent: auto-generated executive overviews before the 8:30 call</p></li><li><p>Why VPs of sales and CROs are the heaviest AI users — not the reps</p></li><li><p>How the CRM interaction model is shifting from reports and record pages to chat interfaces</p></li><li><p>Practical vibe coding tips: build an acceptance criteria doc first, then prompt the build</p></li><li><p>The scaling challenge: why open data works at 65 people but breaks at 500+</p></li><li><p>RevOps as the orchestration layer for AI-powered go-to-market workflows</p></li></ul><p>Eric Portugal Welsh on LinkedIn: <a href="https://www.linkedin.com/in/ericwelsh1/"><u>https://www.linkedin.com/in/ericwelsh1/</u></a> </p><p>PlanetScale:<a href="https://www.planetscale.com"><u> https://www.planetscale.com</u></a> </p><p>Weflow:<a href="https://www.getweflow.com"><u> https://www.getweflow.com</u></a> </p><p>RevOps Chat Community:<a href="https://getweflow.com/community"><u> https://getweflow.com/community</u></a> </p><p>RevOps Letter:<a href="https://www.getweflow.com/revopsletter"><u> https://www.getweflow.com/revopsletter</u></a> </p><p>Janis on LinkedIn:<a href="https://www.linkedin.com/in/janiszech"><u> https://www.linkedin.com/in/janiszech</u></a> </p><p>Philipp on LinkedIn:<a href="https://www.linkedin.com/in/philippstelzer"><u> https://www.linkedin.com/in/philippstelzer</u></a></p><p>Chapters: </p><p>(00:00:00) Introduction & Eric's Return to the Pod </p><p>(00:00:53) From Deputy to PlanetScale: RevOps Team of One </p><p>(00:03:45) The Full AI Stack: Claude, Cursor, Gemini, Notion AI </p><p>(00:05:05) Self-Onboarding with AI: Days Instead of Weeks </p><p>(00:08:40) Claude vs. Gemini vs. ChatGPT: What Works Best </p><p>(00:11:45) Vibe Coding a Pipeline Dashboard in 90 Minutes </p><p>(00:12:20) PlanetScale's Head of Finance: Zero Spreadsheets in Months </p><p>(00:13:25) Getting Started with Vibe Coding: Tips for RevOps </p><p>(00:17:55) Practical Tip: Build Acceptance Criteria Before Prompting </p><p>(00:19:15) More AI Use Cases: Cloning Yourself as a Team of One </p><p>(00:21:05) Weekly Status Agents & Notion-Based Slack Q&A Bots </p><p>(00:23:10) The Monday Morning Pipeline Agent </p><p>(00:24:20) Communication Agent: Matching the COO's Tone & Style </p><p>(00:25:45) Context: 65-Person Company, 85% Engineers, Open Data Culture </p><p>(00:27:10) Why This Will Come to Every RevOps Team — and the Scaling Challenges </p><p>(00:29:20) Agentic Content Creation for Outbound Sequences </p><p>(00:31:30) Why VPs of Sales Are the Heaviest AI Users </p><p>(00:33:45) The Future: Chat-Based CRM Interaction Over Reports and Record Pages </p><p>(00:36:00) RevOps as the AI Orchestration Layer </p><p>(00:37:05) Book Recommendation & Wrap-Up</p><p><br></p>