Sales follow-up
Sales Follow-up
Tracks follow-ups from Gmail and HubSpot and proposes the next step.
- Gmail
- HubSpot
In packs Sales
- Quote sent Monday, no reply yet
- Follow-up email is drafted
- Suggests moving this deal to Negotiation
Next steps ready for 3 deals
Example prompts
- Which deals have had no reply for a week? Suggest the next step for each.
- Draft a follow-up email for the quote we sent on Monday.
- Summarise this client's email history before my call.
Examples only. Your agent is tailored to your work.
Approval rule
It does not change deal stages or send mail until a person approves.
Follow-up emails and deal-stage changes
Trust level and approval
Every agent starts as an Intern. Your admin can promote it to Specialist.
Intern
Every action waits in the approval queue.
Specialist
May pre-approve only these low-impact actions:
- Labelling emails
Sending mail and changing deal stages always need a person's approval.
Emergency stop: available per agent and for the whole instance. It blocks new turns until an admin clears it.