Sales follow-up that doesn’t die in the inbox
The last note sits in email. The next touch never goes out. An agent can draft the follow-up from the thread or the CRM. You send it. Full example.
Examples
Work an agent can take on — with you still in the loop.
These are workflows, not products. A couple have their own pages. The rest live here.
- Fixed scope
- Human approval
- Built around your tools
- Documentation you own
Inbox triage and draft replies for review
Sort the pile. Draft the obvious replies. Leave the angry, legal, or weird ones alone. Full example.
CRM updates after a call or form
Turn a call note or inbound form into the right fields — after you confirm the facts. Full example.
Weekly reporting from the tools you already have
The same dashboard you already screenshot. An agent can pull the numbers into a draft. You still write the story and decide what “good” means this week. Full example.
Document summarize / file find
Find the PDF. Pull the clause. Draft the brief. You still sign, send, or reject. Full example.
Admin / scheduling prep
Agenda, packet, follow-up list. You still take the meeting and make the call. Full example.