SALES
Draft a recovery follow-up email for deals that went silent after a risky call
When a high-risk call has no follow-up activity logged after a set window, drafts a personalized recovery email from the call's commitments and queues it in Gmail as a draft…
How it runs
The automated pipeline, trigger to output.
- TriggerPeriodic stalled-deal sweep
- ActionCheck deal for follow-up activityHubSpot
- LogicBranch: skip deals already followed up
- ActionDraft recovery email from call notesOpenAI
- ActionCreate email as Gmail draftGmail
- OutputNotify rep draft is readySlack
What it does
Stops at-risk deals from going cold in the gap between a shaky call and the next touch. If a high-risk call gets no follow-up within the window you define, the flow writes a personalized recovery email referencing what was promised on the call, ready for the rep to edit and send.
When to use it
Use this when your data shows deals stall right after tough discovery calls and reps lose momentum on follow-up. Best for teams that want a human-in-the-loop assist, not fully automated sending.
How it works
- 1A scheduled trigger sweeps recently scored high-risk calls every few hours.
- 2HubSpot checks whether any follow-up activity (email, task, meeting) was logged on the deal since the call.
- 3A branch drops deals that already have follow-up.
- 4For silent deals, OpenAI drafts a recovery email from the stored call summary and committed next steps, in the rep's voice.
- 5Gmail creates the message as a draft addressed to the prospect, owned by the rep.
- 6Slack notifies the rep that a recovery draft is waiting for review.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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