#114 Running RevOps on AI Workflows & Agents – with Eric Portugal Welsh, Head of RevOps at PlanetScale

APR 6, 202638 MIN
RevOps Lab

#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&#39;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&#39;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&#39;s head of finance hasn&#39;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&amp;A</p></li><li><p>A communication agent that mirrors the COO&#39;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 &amp; Eric&#39;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&#39;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 &amp; Notion-Based Slack Q&amp;A Bots </p><p>(00:23:10) The Monday Morning Pipeline Agent </p><p>(00:24:20) Communication Agent: Matching the COO&#39;s Tone &amp; 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 &amp; Wrap-Up</p><p><br></p>