Prepare follow-up for offers sent
Select quotes and conversations. ActaFlow reconstructs the last exchange and prepares follow-up drafts after the salesperson's review.
The request
Review sent quotes and conversations. Show me open questions and next steps before drafting follow-ups.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Choose quotes and conversationsSpecify the quotes to review and the salespeople following each client.
- Reconstruct the last exchangeActaFlow reports the last message, open questions and the next step explicitly agreed.
- Confirm contacts made outside emailSalespeople add calls or meetings and confirm who should follow up with the client.
- Check the next contactThe salesperson checks the validity of the quote, the recipient and the timing of the follow-up.Manager check
- Prepare the follow-up draftsActaFlow writes the drafts based on the last exchange and the salesperson's decision.
Last exchange for each quote
The summary shows the open question and the agreed next step in the selected messages.
A point of contact for the next step
The team confirms who contacts the client and which updates to include.
Drafts linked to the conversation
The texts reflect the points verified by the sales team before re-contacting.
How you set up the automation
ActaFlow reports the last message, open questions and the next step explicitly agreed. The salesperson checks the validity of the quote, the recipient and the timing of the follow-up.
What you need
- Sent quotes to review
- Relevant conversations provided or Gmail account authorised
- Call notes and internal follow-up rules
Choose quotes and conversations
Specify the quotes to review and the salespeople following each client.
Reconstruct the last exchange
ActaFlow reports the last message, open questions and the next step explicitly agreed.
Confirm contacts made outside email
Salespeople add calls or meetings and confirm who should follow up with the client.
Check the next contact
The salesperson checks the validity of the quote, the recipient and the timing of the follow-up.
Prepare the follow-up drafts
ActaFlow writes the drafts based on the last exchange and the salesperson's decision.
Describe the work. AI helps you prepare your workflow.
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Frequently asked questions
Can it read offers sent via Gmail?
If Gmail is connected and permissions allow it, you can select the relevant conversations. Alternatively, provide the messages and documents to be reviewed.
Are reminders sent automatically?
This example prepares drafts after the sales team's check. Sending requires a decision and an action configured separately.
Can I include call notes in the summary?
Yes. Provide the notes together with the relevant offers and conversations. Information received via other channels must be added for it to be considered.
How do I indicate when to prepare a re-contact?
Describe the internal re-contact rules and the offers to review. The sales team checks the status and decides which drafts to prepare, without inferring interest from the client's silence alone.
Prepare the re-contact for an offer
Select the proposal and the most recent conversations with the client.