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AI-powered sales follow-up email agent using Claude, HubSpot, Slack, Fireflies, and web search

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sneurgaonkar/sales-followup-agent

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Sales Follow-up Email Agent

An AI-powered sales automation agent that identifies stale deals and generates personalized follow-up emails by researching prospects across multiple data sources.

⚠️ Note: This agent requires customization before use. The AI prompts are currently configured for a specific product. See the Customize AI Prompts section to adapt it for your product/service.

Features

How It Works

Quick Start

1. Clone the Repository

2. Install Dependencies

3. Configure Environment

4. Run the Agent

5. Test with a Single Deal (Optional)

Requirements

Python Dependencies

API Keys & Tokens

Configuration

Required Environment Variables

Email Delivery (Choose One)

Option A: SendGrid (Recommended)

Option B: SMTP

Optional Integrations

Optional Customization

Integration Setup

HubSpot Private App

Slack Bot (Optional)

Fireflies (Optional)

Anthropic Web Search (Optional)

To enable web search for company news:

Scheduling

Option 1: Cron (Linux/Mac)

Option 2: GitHub Actions

Create .github/workflows/followup.yml:

Option 3: AWS Lambda + EventBridge

Create Lambda function and EventBridge rule: cron(0 9 * * ? *)

Customization

All customization is done through environment variables in your .env file:

Finding HubSpot Deal Stage IDs (Required)

The TARGET_STAGES environment variable is required. To find your deal stage IDs:

Tip: You can also find stage IDs by inspecting the network requests in your browser's developer tools when viewing deals in HubSpot.

Change Stale Threshold

Change Slack Channels

Add/Remove Digest Recipients

Customize AI Prompts (Required)

⚠️ Important: The default prompts are configured for a specific product (Adopt AI). You must customize these for your own product/service.

Edit the generate_followup_email() function in followup_agent.py (~line 600). Update:

Edit the search_company_news() function in followup_agent.py (~line 550). Update the search query to focus on signals relevant to your product:

Sample Output

The daily digest email includes:

Troubleshooting

No deals found?

Emails not sending?

Slack/Fireflies not working?

Web search failing?

Rate limits?

Project Structure

License

MIT License - feel free to use and modify for your own sales workflow.

Contributing

Contributions welcome! Please open an issue or PR.

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AI-powered sales follow-up email agent using Claude, HubSpot, Slack, Fireflies, and web search

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