Turn deal emails and Salesforce history into reply drafts

Overview

This automation checks customer emails hourly during business hours for questions, decision requests, or changes to next steps. Computer reviews Salesforce account history, previous correspondence, and account Project notes to summarize what changed, flag outstanding commitments, and prepare a reply for review. Nothing is sent automatically.

Time to first result: About 1 hour on the hourly schedule; request an immediate review for a first example.

Difficulty: needs setup

What you need

• Gmail connected, so Computer can read incoming messages and previous correspondence.
• Salesforce connected, so account history, open tasks, and opportunity details inform the reply.
• An account name and email domain, so Computer watches the right deal rather than the whole inbox.
• An account Project with deal notes and files; without it, the review relies on email and Salesforce.
• A checking schedule and time zone, so follow-ups are prepared during the right working hours.

The query

What you get back

Pinnacle Manufacturing: deal review

Demo output using fictional account data. Excerpts from the completed review:

What changed

“Timeline shifted: go-live Nov 15 → Dec 1, countersign targeted week of Sept 28.”

“Priya needs SOC 2 by Sept 23 (a week before their Sept 30 board meeting).”

Outstanding commitment

“Send updated SOC 2 Type II to Priya”

Reply draft, not sent

“No repricing needed. I'll update the SOW go-live date to Dec 1 alongside the MSA revision.”

View the complete demo brief and reply.

• Account snapshot: Opportunity stage, $412,000 ARR, September 30 close date, stakeholders, and open tasks.
• Correspondence timeline: Pricing, security, and contract discussions leading up to the latest customer request.
• Change summary: A December 1 go-live, a September 23 security-report deadline, and the remaining contract blocker.
• Commitment table: The undelivered SOC 2 report and data-residency confirmation, with owners and deal impact.
• Reply draft: A complete email addressing US-only storage, pricing after the date change, and the security report.
• Action list: Deliver the report, request the contract revision, and review the proposed reply before sending.

Delivered as a deal brief and reply email draft in the conversation, ready to review and revise. The example does not send the reply or save it to Gmail.

Make it better

• Add context: Include the latest proposal and call notes in the account Project to ground the reply in agreed terms.
• Point at specifics: Name the Salesforce opportunity if the account has more than one active deal.
• Ask for the format: Request a commitment table and complete reply draft, with proposed promises marked for approval.
• Use a skill: Save the approved briefing structure and reply style as a skill to reuse across accounts.
• Make it recurring: Specify working hours and a time zone, and ask for silence when no new email needs action.

Try a variation

Review the latest email from [customer domain] against [account] in Salesforce and [account Project]. Write a short deal brief and reply email draft for review. Flag changes and outstanding commitments. Do not schedule anything or send the reply.

Every hour during [business hours and time zone], check emails from [customer domain] against [account] in HubSpot and [account Project]. Flag new requests, changed next steps, and outstanding commitments in a short deal brief. Prepare a reply email draft for review, but never send it.

Every [weekday and time], review emails from [customer domains], the matching Salesforce accounts, and [account Projects]. Create a one-page deal brief listing new requests, overdue commitments, and recommended next steps by account. Do not draft or send emails.

Related use cases

• Prep for a sales call using CRM data and connected tools: Carry the latest requests and open commitments into the next customer conversation.
• Create sales battle cards and a landing page: Prepare supporting sales material when a deal raises competitive objections.
• Kick off a task in Teams to create a board-ready dashboard: Broaden an individual deal review into a leadership view of account risks and growth.