A batch of website leads came in overnight—draft follow-ups.
Web-Lead Follow-Up Agent
I'm pulling the fresh website leads and drafting a short follow-up for each as a Gmail draft. Nothing is sent; you review and send every one.
Example complete
One lead, end to end
Web lead lands. Draft in queue.
See the follow-up agent take one website lead from CRM entry to a Gmail draft ready for review.
Lead WL-0417
Content Download · Inbound lead sweep
- AI
- 4 min to draft
- Intake
- Organize
- Evaluate
- Deliver
01 · Intake
Lead captured
Content Download lead landed in the CRM overnight
New case
Packet open- Contact
- Website lead · Title on contact record
- Lead source
- Content Download · Sweep also covers Inbound - Website
- Request
- Personalized follow-up draft · Seller controls the send
Case packet · 3 sourcesComplete
Incoming
- CRMNew lead with lead_source setReceived
- Lead Scoring FeedLead score attachedReceived
- Persona & Product LibraryBuyer personas and product descriptionsReceived
02 · Organize
Persona matched
Title mapped to the closest buyer persona
Pulled together
Persona matched- Lead pulled from CRMlead_source is Content Download
- Title mapped to personaClosest buyer persona by role type
- One product selectedSingle most relevant product for that persona
Matched record
- Lead source
- Content Download
- Persona
- Closest match by title
- Product
- Most relevant for persona
- Lead score
- From scoring feed
03 · Evaluate
Claims grounded
Every claim checked against product data
Checks applied
Draft checked- No invented featuresEach claim matches the product descriptionProduct library
- On-brand positioningTone and messaging follow the positioning guideBrand voice
- Length and CTAUnder 120 words, one discovery-call CTADraft rules
Deciding finding
Asset-specific opener
The draft opens on the content asset the lead downloaded, the strongest opener in recent sends.
Last 30 days
- Reply rate
- 22%vs. 9% old template
- Discovery calls booked
- 17
04 · Deliver
Draft queued for seller
Gmail draft created, not sent, seller reviews
Draft ready
Gmail draft ready for review
The draft names one product, one proof point and one discovery-call CTA, all grounded in product data.
- Length
- ≤120 words
- CTA
- Discovery call
- Queue order
- By lead score
Draft
Gmail
Created, not sent
Human step
Seller
Review and send
Audit trail
- Lead pulled from CRMContent Download06:12
- Persona and product matched06:13
- Gmail draft createdQueued by lead score06:16
- Seller reviewPending06:16
4 min to drafted email vs. 25 min manual
Illustrative case · sample data
Use Case 1
Inbound Lead Sweep
Trigger: New website or content-download leads land in the CRM
1.Retrieve leads filtered to inbound and content-download sources
2.Map each contact's title to the closest buyer persona
3.Select the single most relevant product for that persona
4.Draft a sub-120-word email with one proof point and one CTA
5.Ground every claim in product and positioning data
6.Create a Gmail draft per lead for seller review
7.Order the queue by lead score
✓
Every inbound lead gets a personalized, on-brand follow-up draft within minutes, with the seller controlling the send.
Use Case 2
Persona-Gap Handling
Trigger: A lead's title has no exact persona match
1.Detect the absence of an exact persona match
2.Map to the closest persona by role type
3.Note the assumption inline in the draft
4.Avoid claims unsupported by product data
5.Flag the draft for seller confirmation
✓
Ambiguous leads still get a useful draft, with the judgment call surfaced rather than hidden.
Integrations
CRM (Salesforce, HubSpot)
Email (Gmail, Outlook)
Buyer Persona & Product Library
Lead Scoring Feed
Brand Voice / Positioning Guidelines
Industries
all
An agent at work
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Sample scenarios. Actions and outputs are illustrative.