Claude/Workflows/GTM/
Claude

Claude changed how you work.
Now it follows up after every call.

When a sales call ends, the transcript becomes notes, tasks on the deal, and a follow-up in your voice that waits for your approval.

{"prompt": "When a sales call ends, draft a follow-up in my voice and send it once I approve.", "answer": "Set up. Every call gets a draft that waits for you.", "flowTitle": "Flow - Call follow-up", "steps": [{"title": "Sales call ended", "source": "Trigger - Google Meet", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6ab13ca6e0a370b3ff434d55_6a83311cb96f49f4c679076f_Google_Meet_icon_(2026).svg.webp"}, {"title": "Call summarized", "source": "Agent - Follow-up Skill", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png"}, {"title": "Notes and tasks logged", "source": "Flow - HubSpot", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png"}, {"title": "Sent once you approve", "source": "You - review in Gmail", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7416b272ce279151498fb7_gmail-icon.webp"}]}
Flow
4 STEPS
Claude
|
Start free
60 seconds to change your work again.

The follow-up that's written
before you close the tab.

[{"pillLabel": "Call follow-up", "mode": "supervised", "headline": "Every call followed up, in your voice.", "subtext": "Nothing goes out until you approve it.", "flowName": "Call follow-up flow", "autoplayOnScroll": true, "exchanges": [{"prompt": "When a sales call on Google Meet ends, pull the transcript, draft a follow-up in my voice with the next steps we agreed on, and send it once I approve. Then update the deal in my CRM.", "thinkingLabel": "Reading the transcript", "answer": "Set up. I will draft each follow-up and wait for you."}], "steps": [{"type": "trigger", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6ab13ca6e0a370b3ff434d55_6a83311cb96f49f4c679076f_Google_Meet_icon_(2026).svg.webp", "title": "Sales call ended", "source": "Trigger - Google Meet"}, {"type": "agent", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png", "title": "Call summarized, next steps defined", "source": "Agent - Follow-up Skill"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Notes and tasks logged to the deal", "source": "Flow - HubSpot"}, {"type": "approve", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7416b272ce279151498fb7_gmail-icon.webp", "title": "Follow-up sends when you approve", "source": "You - review in Gmail"}], "completion": {"text": "Waiting for your approval", "subtext": "", "bg": "#55F6B3", "fg": "#0B0B2E"}}, {"pillLabel": "Deal notes", "mode": "automated", "headline": "Every call logged to the deal.", "subtext": "Runs on its own, the moment a call ends. No email goes out.", "flowName": "Deal notes flow", "autoplayOnScroll": false, "exchanges": [{"prompt": "When a sales call on Zoom ends, pull the transcript, summarize it, and log the notes and next-step tasks to the deal in HubSpot.", "thinkingLabel": "Reading the transcript", "answer": "Done. Your flow is live, the moment it happens."}], "steps": [{"type": "trigger", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7f1030fd16ac16b0d3133b_Zoom-icon.png", "title": "Sales call ended", "source": "Trigger - Zoom"}, {"type": "agent", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png", "title": "Call summarized, next steps defined", "source": "Agent - Follow-up Skill"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Notes logged to the deal", "source": "Flow - HubSpot"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Tasks assigned to the deal owner", "source": "Flow - HubSpot"}], "completion": {"text": "Live", "subtext": ", the moment it happens.", "bg": "#6557FF", "fg": "#FFFFFF"}}, {"pillLabel": "Team alert", "mode": "automated", "headline": "Every call reaches the deal owner.", "subtext": "Runs on its own, the moment a call ends.", "flowName": "Team alert flow", "autoplayOnScroll": false, "exchanges": [{"prompt": "When a sales call on Microsoft Teams ends, summarize the transcript, define the next steps, log them to the deal, and send the summary to the deal owner in Slack.", "thinkingLabel": "Reading the transcript", "answer": "Done. Your flow is live, the moment it happens."}], "steps": [{"type": "trigger", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6ab1396190d9e8873f2ef00d_6a73823c0fd82d8ccc24ef0c_MicrosoftTeams-app-logo.svg.webp", "title": "Sales call ended", "source": "Trigger - Microsoft Teams"}, {"type": "agent", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png", "title": "Call summarized, next steps defined", "source": "Agent - Follow-up Skill"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Notes and tasks logged", "source": "Flow - HubSpot"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a747eee8ac9bec6b8d3d243_6a5e8d7dcbe4500097d802b9_download%2520(4).png", "title": "Summary sent to deal owner", "source": "Flow - Slack DM"}], "completion": {"text": "Live", "subtext": ", the moment it happens.", "bg": "#6557FF", "fg": "#FFFFFF"}}]
Explore all GTM workflows
/claude/workflows/gtm

If you can prompt Claude,you can use FlowMate.

Prospect Qualification Skill
Qualifies, scores, tags every contact.
Your Claude Memory and Skills, already built in.
"When a new lead comes in, create the deal and notify the rep."
Skip the builder. Just describe it.
Live
Always on.
Even when you're not.
All AI platforms.
One FlowMate account.
ECEmma Carter14
JRJulia Rossi10
SPSami Patel8
Share Flows and Agents
with your team.

Works with the
call tool you already use.

Browse all apps

60 seconds.
Every call ends with a follow-up.

10 seconds to sign up. 50 seconds to your first Flow.

Start free

Frequently asked questions

01

What triggers this workflow?

It runs when a sales call ends on Google Meet, Zoom, or Microsoft Teams and the transcript is saved. The transcript goes straight to your Follow-up Skill.

02

What Skills do I need for this?

A Follow-up Skill in Claude that knows how you write: tone, length, sign-off, and how you frame next steps. The more of your real follow-ups it's built on, the more each draft sounds like you.

03

What needs to be switched on?

Transcription in your call tool. Google Meet needs Business Standard or higher, and someone has to start the transcript during the call. Zoom needs a paid plan with cloud recording and audio transcripts turned on. Microsoft Teams needs recording and transcription enabled.

04

What's the difference between Automated and Supervised?

Supervised drafts the follow-up and waits for your approval before anything reaches the prospect. The Automated versions only log notes and tasks to the deal or brief the deal owner in Slack, so no email goes out without you.

05

Which CRMs does this work with?

Any CRM connected to Claude, including HubSpot, Pipedrive, and Salesforce. Notes land on the deal, and tasks go to the deal owner.

06

How long does this take to set up?

Under a minute once your call tool, email, and CRM are connected. If you already use a follow-up prompt in Claude, that becomes your Skill.