When
Every day at 06:00 PM UTC, pull the day's calls from Gong.
Workflow starter brief
Draft follow-up emails after every call
Turns each recorded call into a ready-to-send email draft plus a task to send it.
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Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
Then
- For each call, write a follow-up email from the transcript recapping what was agreed and the next steps.
- Save it as a Gmail draft addressed to the customer, skipping calls that already have a draft.
- Create a HubSpot task for the rep to review and send that draft tomorrow, one task per call.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
GongRelated templates
Capture a form lead and start the follow-up
Enriches each form lead, drafts the right follow-up email in Gmail, and opens a task for the rep who owns the contact.
Process referrals and thank the referrer
Logs each referral, emails the referrer a thank you, and creates the referred lead in HubSpot with the credit attached.
Draft a personalized follow-up for each new lead
Reads the new HubSpot contact and its recent activity and leaves a tailored follow-up waiting in Gmail.
Answer website contact requests in minutes
Acknowledges each website contact request by email, files it in your CRM, and posts it to your team channel.
Agents should build your automations, not be them
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