Post-call follow-up

Draft the follow-up email from your notes and the account context.

After a call, reps lose time writing the recap and next steps. Paste your notes into the chat and Hops drafts the follow-up using the notes, the account history and your sales playbook.

How it runs: Ask Hops, with a skill so the output has the same format every time. No automation needed.

What it does

• Drafts in the rep’s voice. Hops matches the tone of past emails and keeps it under 150 words.
• Uses the account history. Deal stage, earlier threads and open items come from the CRM and Gmail.
• Follows your playbook. Templates and messaging pinned in the Space shape the structure of the email.
• Ends with a clear ask. Every draft has agreed next steps with dates and one specific ask.
• Leaves it as a draft. The email waits in Gmail or Outlook for you to review and send.

Ask Hops

Copy a prompt into any chat with Hops, or mention @Hops in a Space.

Draft the follow-up email for Acme. Notes: they want SSO, security review next week, pricing for 200 seats.

Write a short follow-up to Priya at Globex recapping today's demo.

Draft a follow-up for Northwind that proposes two times for a technical session.

Turn these call notes into a recap email and a list of next steps.

Log the outcome of the Initech call in the CRM and draft the follow-up.

Example reply:

Follow-up drafted for Acme:

• Recap of SSO, security review and 200-seat pricing.
• Next steps: security review Oct 16, pricing sent by Friday.
• Draft saved in Gmail, 128 words.

What you get

• An email draft in Gmail or Outlook, ready to review.
• An answer in chat, in the same thread, with the recap and next steps.
• A saved Doc, when you ask for one. Say “save the recap as a doc” and Hops writes it to Docs in the Space.

Connections needed

Connect these apps. Each card opens Connections in the app.

HubSpot

Account history and deal stage (or Salesforce).

Gmail

Earlier threads and the draft (or Outlook).

Google Drive

Playbooks and email templates.

Set it up

1. Connect your apps

   Connect your CRM, Gmail or Outlook and Google Drive in Connections.

   See Connections.

2. Pin your playbook

   Create a Space per major account and add the sales playbook and email templates to Space context.

   See Spaces and Space context.

3. Add the skill

   Give Hops these instructions:

   You draft post-call follow-up emails. Use the notes from the thread, the account's CRM history, and the sales playbook in the Space Context document. Match the rep's tone. Keep the email under 150 words. Include a clear next step and a specific ask.
   

   See Build a skill.

4. Ask

   Ask Hops in chat after each call and paste your notes.