AI follow-up drafts
Stalled deals get a timely, personal follow-up drafted for the owner to send.
How it works · AI follow-up drafts
STEP BY STEP
In
HubSpot
Gmail- Conversation log
- 1
Detect01
Deal idle past your threshold
Idle 9 days
- 2
Context02
Last emails and notes gathered
3 emails
- 3
Draft03
AI writes a follow-up
Draft ready
- 4
Send04
Owner edits and sends
Sent
Human checkpoint
Out
- Gmail
- CRM record
- Follow-up task
How it works
01
The problem
Deals stall because nobody follows up at the right time.
Step by step
- 01Detect. Deal idle past your threshold.
- 02Context. Last emails and notes gathered.
- 03Draft. AI writes a follow-up.
- 04Send. Owner edits and sends.Human checkpoint
Tools and control
02
Connects
- HubSpot
- Gmail
Anthropic Claude
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Send" step. Everything else runs on rules you agree, with every run logged.
More in Sales and CRM
03
Sales and CRM
Lead capture to CRM
Every enquiry becomes a complete CRM record with an owner and a next step.
See the workflowSales and CRM
Lead enrichment and scoring
New leads arrive enriched and scored, so reps prioritise the best fits first.
See the workflowSales and CRM
Proposal and quote generation
A branded proposal is drafted from the deal in minutes and sent for e-signature.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.