AI Email Automation Development

Description

Our sales team sends follow-ups from templates, which means every prospect can tell they were sent from a template. Reply rates have been falling for two years and we do not think the answer is more volume. We want drafting assistance rather than sending automation: pull what we know about the account from the CRM and the last call notes, draft a follow-up that references something specific and real, and put it in the rep's drafts folder. The rep sends it. Nothing goes out without a human pressing send. We have seen what happens when a personalisation variable fails to populate in front of 4,000 prospects, and we are not doing that again.

• Pull account context from the CRM and call-note records into the drafting step
• Draft into the rep's drafts folder — never send, never schedule
• Fail loudly on missing context rather than producing a draft with an empty placeholder
• Support our three sequence types with different tone and length targets
• Track which drafts were sent as-is, edited, or discarded, and report monthly

• Drafting integration with the mail client and CRM
• Missing-context handling with explicit rep-facing warnings
• Sent/edited/discarded analytics
• Rollout guide and rep onboarding material