OpenAI
Config

OpenAI API Patterns for GTM

Use the OpenAI API for embeddings, content generation, and classification in GTM workflows

Instructions

OpenAI API Patterns for GTM

When to use OpenAI

OpenAI excels at: text embeddings for similarity search (finding similar leads/content), structured classification (routing leads, categorizing objections), and fast content generation.

Key patterns

  1. Lead similarity scoring: Embed your best customers' descriptions, then embed new leads. Cosine similarity identifies lookalikes.
  2. Email classification: Classify inbound replies as positive/negative/neutral/out-of-office using GPT-4o-mini (fast, cheap).
  3. Content ideation: Generate content topic ideas based on your best-performing posts and ICP pain points.
  4. Data normalization: Clean and standardize CRM data (company names, titles, industries) using structured outputs.

Setup

  • API key from platform.openai.com
  • Use gpt-4o-mini for classification and simple generation
  • Use text-embedding-3-small for embeddings
  • Always use structured outputs (JSON mode) for data processing tasks