Skip to content
Workflow template

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.

How it runs

This is the brief Whenever builds from. Change any of it in plain words before you publish.

When

Ask me to choose daily at 09:00 AM UTC or faster on Pro; then pull HubSpot contacts created since the last run.

Then

  1. Pull recent page views and form submissions.
  2. Write a short personalized follow-up referencing their activity.
  3. Save it as an addressed Gmail draft, one per contact, skipping contacts that already have one.

Apps it connects

Related templates

All templates

Agents should build your automations, not be them

Describe your first workflow in plain words. AI building is free within weekly usage limits; you pay when it runs.