Post-Demo Follow-up Automator

The problem this kills

You just ran a great demo. The prospect is warm. And then... the follow-up email sits in your head for two days while the next three meetings pile up. By the time it goes out, the momentum is gone, the next step is fuzzy, and half the time you forget to attach the one deck they actually asked for - or worse, attach the wrong one.

Post-demo follow-up is the highest-leverage email in the whole sales cycle, and it's the one that most reliably slips. Not because reps are lazy - because writing a sharp recap, pulling the right collateral, and nailing a single clear next step takes 20 focused minutes you don't have between calls.

This tool collapses those 20 minutes into 2: you drop your bullet notes, the AI assembles the rest, and you stay in full control of what actually goes out.

What you'll build

A private, login-protected web app for your sales team where the flow is dead simple:

1. Pick the meeting (or add a new one) - company, contact, what was discussed.
2. Drop your bullet notes - the rough scribbles you took during the demo.
3. AI drafts the follow-up - a recap, the agreed next steps with a real date, and a shortlist of suggested materials to attach, chosen from your own library by topic.
4. You edit and approve - fix the wording, confirm the attachments (no wrong-deck mistakes), then approve.
5. Send + log + create a task - it emails via Resend, logs the send to a timeline, and creates a next-step reminder task.
6. Export anytime - a clean CSV of every follow-up sent.

Nothing leaves your hands until you press approve. The AI does the drafting; you do the deciding.

What's inside the Implementation Plan

A complete, paste-and-go runbook written for a non-coder. You open Claude Code, paste the plan, and build the tool step by step - each step ends with a ready-to-copy prompt.

It starts by interviewing you about your business. This is the part that makes the tool actually yours and not a generic template. Before it builds anything, the plan has the AI ask about your sales process, your CRM and tools, how your demos and materials are named, your typical and peak volumes, your approval rules, and your messy edge cases. It reads back a short tailored spec, you give it a thumbs-up, and only then does it build - mapping your materials to your topics so the right collateral gets suggested every time.

Inside you'll find: the discovery interview, the data model tuned to your answers, the meeting picker, the notes-to-draft AI step, the human approval gate, sending via Resend, the timeline log, automatic next-step task creation, and the CSV export.

The governance it includes (this is the point)

This isn't a toy that fires off emails on its own. Governance is built in from the first step:

• Login so only your team can use the tool.
• Row-level security so each rep (and each org) only ever sees their own data.
• A complete audit trail - who drafted, who edited, who approved, what was sent, and when.
• A hard human-in-the-loop approval gate - the AI drafts, a person reviews and approves, and only then does anything send. Attachment selection is explicitly confirmed so the wrong deck never goes out.
• Duplicate guards - a dedupe key of meeting + recap means the same follow-up can't be sent twice by accident.
• Opt-outs honored - contacts who've opted out are never emailed.

Who it's for

AEs and SEs who do great demos and then drop the ball on the follow-up email. If your demos land but your follow-ups are late, inconsistent, or missing the right materials, this turns same-day follow-up from a willpower problem into a two-minute habit.

You've got this - paste the first prompt and let the interview tailor it to how you actually sell.