Templates / Sales / Demo follow-up
Workflow

Demo follow-up

trigger → agent step → action email → action slack

Description

Emails the draft to you, not the prospect — a follow-up is worth ten seconds of a human eye.

How do you set this up?

  1. 1Step 1 — review the “trigger” node.
  2. 2Step 2 — review the “agent step” node.
  3. 3Step 3 — review the “action email” node.
  4. 4Step 4 — review the “action slack” node.
  5. 5Run the workflow, then tweak prompts to match your brand.

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