Email Use Cases

One of the most common uses is automated follow-up emails. After a meeting, call, or proposal, ask your AI employee to draft a follow-up. It will pull context from your CRM and recent interactions to write a relevant, personalized message. You can also set up reminders to follow up at specific intervals — for example, "remind me to follow up with ACME in 3 days if they haven't responded."

Your AI employee can draft professional proposals and send them via email. It pulls pricing from your knowledge base, uses your proposal templates, and personalizes the content based on the client relationship. You can ask for a quick estimate email or a detailed proposal document attached to the email. The AI tracks which proposals are outstanding and can remind you to follow up on unanswered proposals.

For prospecting and cold outreach, your AI employee can research potential clients, find their contact information using lead enrichment tools, and draft personalized outreach emails. Each email can be customized based on the prospect's industry, company size, recent news, or specific pain points. The AI ensures each outreach email is unique and relevant — no generic templates.

If you receive customer support inquiries via email, your AI employee can help you respond quickly and professionally. It can look up the customer's history in your CRM, reference relevant documentation from your knowledge base, and draft a helpful reply. For common questions, it may already know the answer from your stored knowledge. For complex issues, it will gather the relevant context and present a draft for your review.

Beyond client-facing emails, your AI employee handles internal communications too. Send team updates, share meeting notes, distribute reports, or coordinate with contractors. The AI can adapt its tone for internal messages — typically more casual and direct than external communications. You can also ask it to summarize a complex topic and distribute the summary to your team.