Sales & CRM template
Sales call follow-up drafts
After every sales call, AI drafts the recap and next-steps email; the rep approves it and gets it ready to send.
- Starts from a webhook
- 1 AI step
- Human approval
- For sales teams, founders, agencies
What it does
The whole workflow, at a glance.
Follow-ups are where deals stall. When your call recorder sends the notes, AI drafts a short recap with next steps and owners. The rep reviews it in Fluxo Flow's Reviews inbox and, once approved, gets the draft by email to send from their own inbox.
- TriggerCall notes received
- AI stepDraft the follow-up
- Human approvalRep reviews the draft
- Approved:Email the approved draft
- OutputEmail the approved draft
This is the workflow that opens in your canvas. Every step can be edited, moved or removed.
Step by step
What happens on each run.
- Step 1Call notes receivedYour call recorder or note-taker sends the transcript or notes after each sales call.
- Step 2Draft the follow-upAI writes a short follow-up email with a recap, next steps and owners.
- Step 3Rep reviews the draftThe rep checks the draft in Reviews before anything goes out.
- Step 4Email the approved draftEmails the approved draft to the rep, ready to forward from their own inbox.
Apps and AI
What it connects to.
Apps
Swap any of them for another app: connect it in Settings → Integrations, or call its API with an HTTP step and a key from the credential vault.
AI on your own key
Works with any of the 14 providers you can connect. AI steps use your provider's default model until you pick another, and you pay your provider directly, at cost.
- OpenAI
- Anthropic
- Google Gemini
- Mistral
- Groq
- xAI
- DeepSeek
- OpenRouter
- Together AI
- Fireworks AI
- Azure OpenAI
- AWS Bedrock
- Google Vertex AI
- Any OpenAI-compatible endpoint
Setup checklist
Before you switch it on.
The canvas highlights anything still missing, and Dry Run works before any of this is done.
- Send call notes or transcripts from your recorder (or a form) to the workflow's webhook URL.
- Connect an AI provider in Settings → AI Providers.
- Replace you@example.com in “Email the approved draft” with the rep's address.
- Optionally assign the review step to a specific teammate.
FAQ
Questions about this template.
Does it email the prospect directly?
No. The approved draft is emailed to the rep, who sends it from their own inbox. You can change the recipient if you prefer.
Is it free to try?
Yes. Create a free account with no credit card and the template opens in your canvas. Build and Dry Run it free; run it live on any paid plan from $39/mo.
Which AI model does it use?
Whichever provider you connect. The AI step uses the default model of your connected provider (any of 14, on your own key), and you can pick a different model for each step.
Can I test it before it touches real data?
Yes. Dry Run walks through every step with simulated AI and app calls, so you can see the path it takes before you activate the trigger.
Open “Sales call follow-up drafts” in your canvas.
Free account, no credit card. Connect your apps and AI key and dry run it, then switch it on with a paid plan from $39/mo.