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Sales follow-up with approval

Replace manual SDR follow-up with AI + human approval

For: RevOps, sales engineering, founders, ops-of-one teams

What it does

  • Input: a CRM lead + recent activity notes
  • AI drafts a tailored follow-up email
  • Routed to the review queue
  • Human approves or edits
  • Sent + logged with a complete trace (input, output, prompt version)

Why it works

Every company understands sales follow-up. The ROI is obvious. The flow makes the human-in-the-loop loop tangible — drafts, review, send. Audit trail tells you exactly which prompt produced which message.

Flow

  1. 1Trigger from Slack, CLI, or scheduled cron
  2. 2Draft generated with the configured prompt
  3. 3Routed to /dashboard/review
  4. 4Approve → email sent + run logged
  5. 5Reject → run logged with reason, no message goes out

Repo structure

corecontext-sales-followup/
  context/
    skills/
      draft_email/
        skill.yaml
        prompt.md
    workflows/
      followup_sequence/
        workflow.yaml
  integrations/
    slack.ts            # /draft-followup slash command
    crm-source.ts       # plugin: pulls lead + notes
  README.md

Demo flow

  1. 1/draft-followup @lead in Slack
  2. 2Vocion drafts the email
  3. 3Posts a preview with Approve / Edit / Reject
  4. 4Approve → goes out via Gmail
  5. 5Audit trail visible at /dashboard/review
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Status: spec only — repo coming soon. The structure here reflects how it'll be packaged.