The task
After a sales call, a rep writes a follow-up email that refers to what the prospect said, attaches the materials they asked for, and notes any commitments made. The source treats follow-ups as one of several jobs in the sales workflow, and separately counts research, CRM updates, note-taking, and data entry as the admin work of its reps. The team measured that admin time before it changed anything.
What they did
The author first tried one large agent that handled research, outreach, follow-ups, and CRM updates inside a long Zapier flow. According to the source, within days it emailed a prospect's CEO with a message addressed to someone who had left the company, logged a deal to the wrong account, and sent a follow-up to a customer the team had already closed. The co-founder asked for it to be switched off. The team then moved to several small agents, each with one job and its own tools. The follow-up agent reads the call summary from Gong and drafts the post-call email. The draft refers to what the prospect said, includes the materials they requested, and flags commitments made on the call. The rep edits the draft and sends it.
What the source reports
According to the source, the team measured 3.8 hours of admin work per rep per day before the agents, covering research, CRM updates, note-taking, and data entry. According to the source, a follow-up email now takes three minutes instead of fifteen.
Where the approval sits
The rep decides. The agent only drafts, and the rep edits the draft and sends it. The author says agents are not allowed to send email on their own and gives the earlier email to a prospect's CEO as the reason.
Worth knowing
The source is an article from a company that sells AI agents, written by its founder, so the figures are the company's own. It describes the setup and does not show example drafts. It also covers agents for research, CRM updates, and account alerts. This entry covers only the follow-up drafts, where a rep approves each email. The first all-in-one version is included as the author's account of why the team separated the jobs.
Source: cotera.co · Feb 2026
Drafted with AI assistance and checked automatically. A person is responsible for the collection. How these entries are made
Prompt for your agent
Draft a follow-up email after a sales call
Read your call notes and draft a follow-up email that summarizes the talk, lists the next items and flags any gaps for you to check.
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Ninety minutes live on your tools. One automation running before we hang up.