Client follow-up
How do I automatically follow up with clients after every call?
Automatically follow up after every client call by triggering a worker when the call ends, giving it the transcript and client context, and having it prepare the recap, next steps, and follow-up email.
Keep the message as a draft until you approve it in Slack or by email, then let the worker send it and record what happened.
Answered by Floom · Updated
The useful automation is not just a reminder. It turns the information already captured during the call into a review-ready message while the conversation is still fresh.
Start with one repeatable call type, such as onboarding, a weekly client check-in, or a sales handoff. Define what the recap must contain, which facts it may use, and which actions always need approval.
How it works
Turn each finished call into a held draft
- 01
Choose the trigger
Run the worker when a call ends, when notes arrive, or at a short scheduled interval. The trigger only starts the work; it does not send anything.
- 02
Give it the right context
Provide the transcript or notes, the client record, your tone guide, and clear rules for commitments, dates, pricing, and next steps.
- 03
Prepare the follow-up
Have the worker extract decisions, owners, and deadlines, then draft the email and any CRM note or task that belongs with it.
- 04
Review before sending
Route the draft to Slack or email. Approve it, edit it, or reject it. Only an approved message moves to the sending step.
Floom example
A concrete Floom example: Client Follow-up Worker
Floom's Client Follow-up Worker is a real starting point for this workflow. It drafts a follow-up email after a call, prepares the related CRM note, and marks approval as required before sending.
A founder can describe the rule in plain language: after every client check-in, use the call notes and account context to draft a short recap with decisions, owners, and dates. The worker runs in the background and sends the draft to the founder for review instead of sending directly to the client.
Once the draft is approved, the worker can complete the allowed send and keep the run with its output. The founder still owns the promise made to the client; the worker removes the repetitive assembly work.
Frequently asked questions
Short answers to the next questions.
- What information does an automatic client follow-up need?
- At minimum, give it the call transcript or notes, the client's name, the agreed next steps, and your preferred tone. Account history and a CRM record make the draft more specific, but the worker can start from clean notes alone.
- Can the AI send a client email without my approval?
- For this workflow, configure approval as required. Floom then holds the outward-facing message and asks for approval in Slack or by email before the send step can run.
- What if the call notes are incomplete?
- Instruct the worker to use only supported facts and to mark missing details for review. The reviewer can fill the gap, edit the draft, or reject it instead of letting the worker guess.
- Can the same worker update the CRM?
- Yes, when the relevant CRM is connected and the worker is given that step. Keep sensitive record changes behind approval until the fields and rules are proven in real runs.
A worker for the repeated work
Describe the job. Keep the approval.
Floom runs AI workers in the background and asks before outward-facing work moves forward.