This workflow automatically generates personalized follow-up messages for leads or customers after key interactions (e.g., demos, sales calls). It enriches contact details from HubSpot (or optionally Monday.com), uses AI to draft a professional follow-up email, and distributes it across multiple communication channels (Slack, Telegram, Teams) as reminders for the sales team.
1. Trigger & Input
Schedule Trigger – Runs automatically at a defined interval (e.g., daily).
Set Sample Data – Captures the contact’s name, email, and context from the last interaction (e.g., “had a product demo yesterday and showed strong interest”).
2. Contact Enrichment
HubSpot Contact Lookup – Searches HubSpot CRM by email to confirm or enrich contact details.
Monday.com Contact Fetch (Optional) – Can pull additional CRM details if enabled.
3. AI Message Generation
AI Language Model (OpenAI) – Provides the underlying engine for message creation.
Generate Follow-Up Message – Drafts a short, professional, and friendly follow-up email:
References previous interaction context.
Suggests clear next steps (call, resources, etc.).
Ends with a standardized signature block for consistency.
4. Multi-Channel Communication
Slack Reminder – Posts the generated message as a reminder in the sales team’s Slack channel.
Telegram Reminder – Sends the follow-up draft to a Telegram chat.
Teams Reminder – Shares the same message in a Microsoft Teams channel.
Personalized Outreach at Scale – AI ensures each follow-up feels tailored and professional.
Context-Aware Messaging – Pulls in CRM details and past interactions for relevance.
Cross-Platform Delivery – Distributes reminders via Slack, Teams, and Telegram so no follow-up is missed.
Time-Saving for Sales Teams – Eliminates manual drafting of repetitive follow-up emails.
Consistent Branding – Ensures every message includes a unified signature block.