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kortix-ai
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lead-followup

Drafts researched, personalized follow-up emails for new HubSpot leads with proposed calendar slots.

20.2k|3.4k|Updated Oct 5, 2024
Search Tags:#CRM#approval workflow#Google Calendar#HubSpot#lead follow-up#Sales automation#Email Drafting
One-click install
npx skills add https://github.com/kortix-ai/suna --skill lead-followup
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: lead-followup
Source: https://github.com/kortix-ai/suna/tree/main/packages/starter/templates/marketplace/runtime/skills/lead-followup
Command: npx skills add https://github.com/kortix-ai/suna --skill lead-followup

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

New inbound leads go cold when follow-up is slow or generic. This Skill automates the sweep of new HubSpot leads, researches each company, drafts a personalized follow-up email with a tailored qualifying question and a concrete proposed call time, and holds everything for human approval before anything is sent.

Core Features & Use Cases

  • HubSpot Lead Sweep: Queries HubSpot for contacts at a configured lifecycle stage that lack the kortix_followup_drafted marker, so each lead is handled exactly once across sweeps.
  • Company Research & Personalized Drafting: Reads the lead's public site and context, then writes a follow-up matching the sales playbook's positioning and tone with one tailored qualifying question.
  • Calendar Slot Proposal: Checks Google Calendar read-only for the next open meeting slot and proposes that specific time in the draft.
  • Human Approval Gate: Places drafts in an approval channel and writes research notes plus the drafted marker back to the HubSpot record; nothing is ever sent automatically.
  • Use Case: A sales team connects HubSpot and Google Calendar, then each periodic sweep produces reviewed-ready drafts for every new signup, with research preserved on the CRM record.

Quick Start

Ask the agent to check HubSpot for new leads and draft personalized follow-up emails for each one, holding them for my review.

Frequently Asked Questions about lead-followup

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate follow-up emails for new HubSpot leads?▼

Run a sweep that queries HubSpot for contacts at your target lifecycle stage without the kortix_followup_drafted property. The skill researches each company, drafts a personalized email with one qualifying question, and holds it in an approval channel for a human to send.

How does the skill avoid drafting duplicate follow-ups?▼

It sets a kortix_followup_drafted property with a timestamp on each handled HubSpot record. Every sweep filters out contacts that already carry this marker, so a lead is never re-drafted even across many runs.

Can the skill send follow-up emails automatically?▼

No. Every follow-up is created as a draft only and placed in the configured approval channel. A human must review, edit, and send it; the skill never sends anything to a lead.

Does the skill modify Google Calendar events?▼

No. Calendar access is strictly read-only. It checks availability to propose one specific open slot in the draft, but never creates, moves, or accepts events; the invite exists only after a human sends the email and the lead confirms.

What HubSpot fields does the skill write to?▼

Writes are scoped to research notes, the qualifying question used, and the kortix_followup_drafted marker with a timestamp. It never changes deal stage, pipeline, or lifecycle stage on the record.

What happens if research fails for one lead in a sweep?▼

Each lead is handled as an independent unit. A research or drafting failure on one lead is logged and skipped, and it never blocks or corrupts the follow-up for other leads in the same sweep.

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