All templatesDraft
SalesApproval required
Client Follow-up Worker
Drafts client follow-up emails after calls, adds CRM notes, and prepares next-step tasks.
Output
Email draft + CRM note
Runs when
After selected calendar calls
Approval
Required before sending
Tools
Google CalendarGmailHubSpotSlack
What it does
Client Follow-up Worker checks the meeting, CRM context, notes, past follow-ups, and company brain. It drafts a follow-up email, adds a CRM note, and prepares the next-step task.
Company Brain it uses
Tone guidePricingCRM rulesPast follow-upsProduct notesApproval rules
Example run
F
Output readyClient Follow-up WorkerRun #1042
Trigger
Calendar call ended
Tools used
Google CalendarGmailHubSpot
Brain used
Tone guidePricingCRM rules
Output
Email draft + CRM note
Output
Draft · to Sarah at Acme
Subject
Next steps from today's call
Hi Sarah,
Great speaking today. Based on what you shared, I'd suggest starting with the onboarding workflow and CRM cleanup first. I've added the call notes to HubSpot and created the next-step task for Friday.
Best, Maya
Send this email?
Floom asks before any external action.
Use Client Follow-up Worker from Slack.
Connect your tools, add your company brain, and Floom will run this worker and bring the output back for approval.