Use casesFollow-ups

Chase the deals that went quiet, and approve every email first

Mitra checks HubSpot every weekday at 8am for deals with no contact in seven days. The agent drafts a follow-up email for each one in Gmail and posts the list to Slack with deal values. Every draft waits for your approval, so nothing reaches a prospect unless you send it.

Runs: Weekdays at 8am
Used by: Sales · Ops / Chief of Staff

The prompt

Every weekday at 8am, find the HubSpot deals with no contact in seven days. Draft a Gmail follow-up for each, and post the list to #sales with deal values.

HubSpot

Gmail

Slack

Build this agent

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What the agent actually does.

Read the open pipeline
The agent reads every open deal with its owner, value, stage and the date of the last logged contact.
Pick out the quiet deals
Anything with no call, meeting or email in seven days goes on the list, and deals touched yesterday are left alone.
Draft a follow-up for each
One Gmail draft per deal, written from that deal's own history and saved for you to read and send.
Post the chase list
The quiet deals go to Slack with their values, largest first, so the money at risk is at the top.
Leave a record
Every deal read and draft written is recorded, so you can check what the agent did before you send.

Make it yours.

For small teams with no sales ops person, where following up is the easiest thing to postpone. Change any of this by saying so — there is nothing to rewire.

Only chase deals above a value, or only the ones past the demo stage.
Skip the drafts and post the quiet deals to Slack for the team.
Send each rep their own quiet deals instead of one shared channel.

Questions, answered.

Will Mitra email my prospects automatically?

No, Mitra saves each follow-up as a draft in your Gmail, and nothing reaches a prospect until you press send. The agent writes the first version from the deal's own history, so you are editing rather than starting from a blank window. Ask for the list alone and no draft is written.

Can I do this if my CRM isn't HubSpot?

Yes. Mitra reads deals from Salesforce and Pipedrive as well as HubSpot, so the same follow-up agent works on whichever CRM your team already uses. Describe the rule in plain English and Mitra picks the app, the fields and the schedule for you.