The work
A follow-up needs customer context, a useful message and a clear decision about when to stop. This example brings those steps into one workflow.
Built sales workflow
Sales Assistant
From CRM context to a reviewed follow-up.
How the workflow works
An AI-assisted workflow prepares personalised outreach from CRM evidence, routes it through Telegram for approval, and stops the follow-up when a customer responds.
- Customer context
- Outreach draft
- Human approval
- Response-aware follow-up
A founder-built implementation example. The right scope for your business depends on your tools, data and team.
Discuss a similar workflowWhere people stay involved
CRM evidence informs the draft. A person reviews it in Telegram before the outreach proceeds. A customer response changes the follow-up state.
What was built
A reviewed outreach message and a response-aware follow-up sequence. The record connects the draft, review decision and next step.
Scope & boundaries
Your CRM access, approved messaging channels, customer permissions and stopping rules need to be agreed before adapting this pattern to your business.
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