The check-in that's drafted
before the customer goes quiet.
Imagine every new customer getting a check-in that fits where they actually are, not the same timer email for everyone, using the Customer Check-in Skill you've already built in Claude. Review each draft first, send the on-track ones automatically, or alert the owner when an account needs a conversation, your call.
[{"pillLabel": "Check-in review", "mode": "supervised", "headline": "Every customer checked in, in your voice.", "subtext": "Nothing goes out until you approve it.", "flowName": "Check-in review flow", "autoplayOnScroll": true, "exchanges": [{"prompt": "30 days after a contract is signed, review the customer in my CRM, our emails and Intercom, decide with my Customer Check-in Skill whether they are on track, stuck or at risk, and draft the check-in in Gmail for my approval.", "thinkingLabel": "Reading the account", "answer": "Set up. I will draft each check-in and wait for you."}], "steps": [{"type": "trigger", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Day 30 after signature", "source": "Trigger - HubSpot"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7382e69c85a18e4182b83f_6a73823cd8159977c28d7722_intercom_app_icon.webp", "title": "Conversations pulled from Intercom", "source": "Flow - Intercom"}, {"type": "agent", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png", "title": "Account read, status decided", "source": "Agent - Customer Check-in Skill"}, {"type": "approve", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7416b272ce279151498fb7_gmail-icon.webp", "title": "Check-in sends when you approve", "source": "You - review in Gmail"}], "completion": {"text": "Waiting for your approval", "subtext": "", "bg": "#55F6B3", "fg": "#0B0B2E"}}, {"pillLabel": "On-track check-in", "mode": "automated", "headline": "Every customer on track gets a check-in.", "subtext": "Runs on its own for on-track accounts. The rest go to you first.", "flowName": "On-track check-in flow", "autoplayOnScroll": false, "exchanges": [{"prompt": "30 days after a contract is signed in Pipedrive, review the customer and the email thread, and if my Customer Check-in Skill says they are on track, send the check-in from Gmail in my voice and log the note on the account. If they are stuck or at risk, send them to me first.", "thinkingLabel": "Reading the account", "answer": "Done. Your flow is live. On-track customers get a check-in after 30 days."}], "steps": [{"type": "trigger", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7382e69c85a18e4182b80f_6a73823d211ab2e93ff35ee6_Pipedrive-app-logo.png", "title": "Day 30 after signature", "source": "Trigger - Pipedrive"}, {"type": "agent", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png", "title": "Account read, on track confirmed", "source": "Agent - Customer Check-in Skill"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7416b272ce279151498fb7_gmail-icon.webp", "title": "Check-in sent in your voice", "source": "Flow - Gmail"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7382e69c85a18e4182b80f_6a73823d211ab2e93ff35ee6_Pipedrive-app-logo.png", "title": "Note and next step logged", "source": "Flow - Pipedrive"}], "completion": {"text": "Live", "subtext": ", on day 30.", "bg": "#6557FF", "fg": "#FFFFFF"}}, {"pillLabel": "Team alert", "mode": "automated", "headline": "Every at-risk account reaches the owner.", "subtext": "Runs on its own. A draft waits for your approval.", "flowName": "Team alert flow", "autoplayOnScroll": false, "exchanges": [{"prompt": "30 days after a contract is signed in Salesforce, review the customer, our emails and our tickets, and if my Customer Check-in Skill says they are at risk, tell the owner in Slack why and what to do next. Leave a check-in draft in Gmail for my approval.", "thinkingLabel": "Reading the account", "answer": "Done. Your flow is live. At-risk accounts reach the owner on day 30."}], "steps": [{"type": "trigger", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a747eee8ac9bec6b8d3d23d_6a73823d7981f6ef799170db_Salesforce-logo.png", "title": "Day 30 after signature", "source": "Trigger - Salesforce"}, {"type": "agent", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png", "title": "Account read, at risk found", "source": "Agent - Customer Check-in Skill"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a747eee8ac9bec6b8d3d243_6a5e8d7dcbe4500097d802b9_download%2520(4).png", "title": "Owner alerted with the reason", "source": "Flow - Slack DM"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7416b272ce279151498fb7_gmail-icon.webp", "title": "Check-in drafted, waits for approval", "source": "Flow - Gmail"}], "completion": {"text": "Live", "subtext": ", on day 30.", "bg": "#6557FF", "fg": "#FFFFFF"}}]
Explore all GTM workflows
/claude/workflows/gtm
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