Interaction log in, personalised follow-ups out
Following up with clients is critical but easy to forget or rush. Claude Code builds a follow-up system that reads a Google Sheet of client interactions (last contact date, what was discussed, next steps), identifies who's due for a follow-up, and drafts personalised emails referencing your last conversation. You review the drafts in Gmail before sending — nothing goes out without your approval.
Target audience: Sales teams, consultants, and anyone who needs to follow up with clients regularly
Claude Code creates a Node.js project with googleapis and Claude API SDK
via Claude Code
You set up a Google Sheet with client interaction tracking columns
via Claude Code
You configure follow-up timing rules (e.g. 7 days after last contact)
via Claude Code
Claude builds a script that checks for due follow-ups and drafts emails
via Claude Code
Drafted emails appear in your Gmail Drafts folder for review and sending
via Claude Code
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Open Claude Code in your terminal
Run claude in your project directory
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Claude builds the entire project for you
It will scaffold files, install dependencies, and wire up the full workflow
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Follow-ups get forgotten or feel generic — costing you deals and client relationships
AI identifies due follow-ups and drafts personalised emails based on your last interaction
100% follow-up rate with personalised, thoughtful messages
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This workflow is available on the Pro plan. Upgrade to access all workflows, AI scans, and more.
Reads your client log from Google Sheets
Follow-ups reference specific conversation points
Drafts appear in Gmail for your review before sending
Unlock with Automate Pro
This workflow is available on the Pro plan. Upgrade to access all workflows, AI scans, and more.
Unlock with Automate Pro
This workflow is available on the Pro plan. Upgrade to access all workflows, AI scans, and more.
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