WorkerKitJoin the waitlistDeal Follow-up Assistant
Finds stalling deals you own and drafts a follow-up for each.
Apps: Email, CRM
About this kit
Watches the deals you own in your CRM, spots the ones that have gone quiet, reads the latest email thread to see where each stands, and prepares a specific follow-up draft for you to review. Reads CRM and email only. Never edits records or sends email.
How it works
CRM
Read-only. Finds deals the user owns that have gone quiet and reads their history for context. Never writes.
Reads the most recent thread per deal and saves one follow-up draft against it. Never sends.
App access
Visible fields
- Subject
- From
- Recipients
- Body
- Body preview
- Attachments
- Timestamp
- Labels
Allowed operations
- View email
- Search emails
- View thread
- Create draft
- Create reply draft
- Create forward draft
CRM
Records you own
Visible fields
- Identity
- Contact info
- Ownership
- Lifecycle
- Financial
- Dates
- Associations
- Engagements
- Engagement body
- Custom properties
Allowed operations
- Search records
- Get record
- List associations
- List engagements
- List pipelines
- List owners
- Get schema