REPRODUCIBLE WORKFLOW SPECIFICATION
Sales follow-up preparation with HubSpot and Gmail
REVIEWED SEPTEMBER 2, 2026 / NOT A CUSTOMER PERFORMANCE CLAIM
Prepare accurate drafts for the account owner while leaving delivery, consent, and commercial judgment under human control.
EXECUTION ORDER
Actions, purpose, and confirmation
- 01HubSpot
search_dealsFind open opportunities matching an explicit pipeline and activity condition.
No confirmation for a narrow CRM search.
- 02HubSpot
get_contactRetrieve the verified contact and owner for each selected deal.
Confirm identity when search returns multiple records.
- 03Gmail
search_threadsCheck the latest relevant conversation and avoid duplicate outreach.
Limit the query to the verified contact and account.
- 04Gmail
create_draftCreate a personalized follow-up without sending it.
Confirm recipients, claims, and CRM-derived details.
Verification checklist
- Each draft maps to one verified HubSpot contact and deal.
- No draft is produced when consent or recipient identity is unclear.
- The latest thread is reflected without exposing unrelated email content.
- The execution record contains the draft ID and source record IDs.
Known limitations
- Working Machines does not determine lawful marketing consent.
- This reference workflow does not claim a response or conversion rate.
- Draft content must be reviewed for accuracy and tone.
- Autonomous sending should require a separate policy and approval decision.
How to run this workflow safely
Begin with discovery and read-only actions, then verify the selected accounts before any write. Ask for confirmation at the step where the workflow becomes externally visible, financial, destructive, or difficult to reverse. Keep the structured result from every action so the final response can separate completed work from skipped, rejected, or failed steps. Retry only operations that are safe to repeat or protected by an idempotency key.