Use casesFollow-ups

Automate sales follow-ups, and approve every email before it goes out

Mitra builds an agent that checks HubSpot every weekday at 8am for deals with no contact in seven days, then drafts a follow-up email for each one in Gmail and posts the list to Slack with deal values. Every draft waits for your approval, so nothing reaches a prospect unless you send it.

Runs: Weekdays at 8am
Used by: Sales · Ops / Chief of Staff

The prompt

Every weekday at 8am, find the HubSpot deals with no contact in the last seven days. Draft a follow-up email for each one in Gmail and leave it for me to approve. Then post the list to #sales in Slack with deal values, so I know what to chase first.

HubSpot

Gmail

Slack

Build this agent

200 credits to start · no credit card

What the agent actually does.

Read the open pipeline
The agent opens HubSpot and pulls every open deal with its owner, value, stage and the date of the last logged contact.
Pick out the deals that went quiet
Anything with no call, meeting or email in seven days goes on the list. Deals you touched yesterday are left alone, so the list is short enough to act on before your first meeting.
Draft a follow-up for each one
In Gmail the agent writes a draft per deal, using that deal's own history for context, and saves it. Nothing is sent — the drafts sit in your account waiting for you to read, edit and send.
Post the chase list to Slack
The quiet deals go to #sales with their values, largest first, so the money at risk is at the top and the rest of the team can see what is moving.
Leave a record
Every deal read, every draft written and the Slack post are recorded step by step, so you can check exactly what the agent did before you send anything.

Make it yours.

For founders and small sales teams with no sales ops person, where following up is the easiest thing to postpone and the CRM never brings a quiet deal up on its own. Change any of this by saying so — there is nothing to rewire.

Only chase deals above a certain value, or only the ones past the demo stage.
Skip the drafts and just post the quiet deals to Slack for the team to work through.
Send each rep their own quiet deals as a direct message instead of one shared channel.

Questions, answered.

Will Mitra email my prospects automatically?

No — Mitra saves each follow-up as a draft in your Gmail, and nothing reaches a prospect until you press send. The agent writes the first version from the deal's own history, so you are editing rather than starting from a blank window. Ask for the list only and no draft is written.

Can I do this if my CRM isn't HubSpot?

Yes. Mitra reads deals from Salesforce and Pipedrive as well as HubSpot, so the same follow-up agent works on whichever CRM your team already uses. Describe the rule in plain English and Mitra picks the app, the fields and the schedule for you.