Patch empowers 70% of its team to use AI agents weekly with Dust
Patch's specialized climate domain expertise was a bottleneck across its sales process: sales reps lacked the knowledge to critically assess sustainability documents, proprietary carbon market data was inaccessible to non-technical staff due to technical barriers, and manually filtering thousands of VCM projects demanded specialized knowledge that few team members possessed.
How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · Sales call preparation need
Sales reps need data and expertise to prepare for calls and develop account strategies.
Tools used
Dust
Outcome
Within 3 months, 70% of Patch's team became weekly active Dust users across dozens of distinct use cases. Previously unused proprietary carbon market data went from being used in approximately 10% of sales calls to approximately 70%, and sales teams now access expert-level climate insights without waiting on specialists.
What failed first
A previous AI tool built for engineers (drawing on GitHub, Slack, and Notion) worked well for engineering use cases but did not extend to other company functions. A separate admin page exposing proprietary carbon market data had zero adoption among sales reps due to technical barriers.