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Use case

Lead follow-up

Every new lead gets a same-day reply.

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You ask

“Follow up with new demo requests, log them in HubSpot, and book the right meeting.”

What the worker does

  1. 1

    Catch new demo requests the moment they land in your inbox.

  2. 2

    Create or update the contact and deal in your CRM.

  3. 3

    Draft a tailored follow-up and propose meeting times from your calendar.

  4. 4

    Hand you the drafts to approve before anything goes out.

Result: Sent 7 replies, created 7 contacts, booked 3 calls.

Hand off lead follow-up

Delegate it once and a worker handles it from here — you keep approval.

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More tasks teams delegate

Inbox triage

Clear the inbox without losing the thread.

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Recurring reporting

The weekly update writes itself.

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Automate lead follow-upStart free