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Sales
Follow-up drafts after a call
After every recorded call: a follow-up email draft in the company format, with the next step, for approval before sending.
FathomGmailCRM
When to run it
When a new transcript of an external call arrives.
The steps
- 01Reads the transcript and identifies decisions, commitments and open questions
- 02Writes a draft from the company's format document, not from code
- 03Proposes a next step and date, never overwriting an existing one
- 04Saves as a draft in the mailbox. Never sends on its own.
What comes out
A draft in the mailbox, and an activity record in the CRM.
SKILL.mdClaude Code · Skills
--- name: followup-drafts description: After every recorded call: a follow-up email draft in the company format, with the next step, for approval before sending. category: Sales --- ## When to run it When a new transcript of an external call arrives. ## The steps 1. Reads the transcript and identifies decisions, commitments and open questions 2. Writes a draft from the company's format document, not from code 3. Proposes a next step and date, never overwriting an existing one 4. Saves as a draft in the mailbox. Never sends on its own. ## What comes out A draft in the mailbox, and an activity record in the CRM.
Got a process that's blocking the organization? Let's open it.
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