AI Email & CRM Automation

I build AI-powered follow-up systems that watch for triggers, draft context-aware emails, update your CRM, and optionally wait for approval before sending.

Describe Your Workflow

Common use cases

AI-generated lead follow-up emails

When a new lead comes in, AI drafts a personalized follow-up based on their inquiry. You review and send, or let it auto-send for low-risk contacts.

CRM stage-based automation

When a deal moves to a new stage, the system drafts the right email — welcome message, proposal follow-up, or check-in — matched to context.

No-reply follow-up sequences

If a prospect doesn't respond within a set window, AI drafts a follow-up with adjusted tone and timing. Stops automatically when they reply.

Meeting summary to CRM notes

After a call, the system generates a summary with action items and pushes structured notes into your CRM record.

Recruiting and hiring workflow

Automate candidate outreach, interview scheduling follow-ups, and status updates across your ATS and email.

Inbox triage and classification

Incoming emails get classified by type, urgency, and sender — then routed to the right person or queue with suggested responses.

Triggers & actions

Triggers

  • New email received
  • CRM stage change
  • Calendar event
  • Form submission
  • No-reply timeout
  • External webhook

Actions

  • Draft AI email (with approval)
  • Update CRM field
  • Create follow-up task
  • Send Slack/Teams notification
  • Log activity

Approval workflows & safeguards

AI drafts, human reviews before sending
Configurable: auto-send for low-risk, require approval for high-stakes
Edit the draft, adjust tone, add context before sending
Full audit trail of what was sent and when

Editable prompts & templates

Every AI-generated message uses a prompt you can edit. Adjust tone, length, and context rules. No black-box AI — you control what gets written.

Supported tools

OpenAIClaudeOutlook / Microsoft 365Gmail / Google WorkspaceZapierMaken8nREST APIsWebhooksCRM / ATS platforms

How it works

1

Discovery

We map your current follow-up workflow — what triggers action, who sends what, and where things fall through the cracks.

2

Design

I design the trigger-action flow, approval rules, and AI prompt templates. You review before anything gets built.

3

Build & test

I implement with real data, test edge cases, and iterate until it works reliably.

4

Handoff

You get documentation, editable prompt templates, and the option for ongoing support.

Want to automate the follow-up?

Describe your workflow and I'll tell you what can be automated.

Describe Your Workflow