Detect lead interactions with your content, draft personalized follow-up messages for human review, and track engagement in your CRM.
This workflow helps B2B marketing or sales teams re-engage leads who interact with your published content (such as blog posts, social posts, or webinars). By acknowledging their interest with personalized, human-approved messages, you create a meaningful connection that respects the relationship potential.
Inputs include the content analytics or monitoring tools to detect engagement events (likes, shares, comments). The workflow surfaces these leads, gathers their profile information, and has AI craft a personalized follow-up message. Importantly, these messages are then routed to appropriate team members for review and approval before sending, ensuring that the messaging is strategically aligned and appropriately timed.
This balanced approach combines the efficiency of automated detection and drafting with the relationship intelligence of human review. It ensures leads are engaged while your brand is still top-of-mind, but without the risks of fully automated communication. The human review step allows for adjusting the message tone, adding relevant context, or deciding not to send if the timing isn't right—all critical factors in building professional relationships that convert to sales opportunities.
You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.
You want inspiration for real-world ways to help people as you're building your Ai product.
You're focused on the Awareness stage in your daily job and want to find ways for Ai to help you do more with less.
Does this AI agent workflow rely too much on AI and not enough on human know-how? Or the reverse? Is it missing steps or tools?
Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.
And test it! Learn what works and what doesn't.
Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.
Create a personalized follow-up message for {prospectName} who recently engaged with our content: {contentTitle}. Their engagement was: {engagementType} on {engagementDate}.
Relevant prospect information:
- Role: {prospectRole}
- Company: {prospectCompany}
- Industry: {industry}
- Previous interactions: {previousInteractions}
- Current pipeline status: {pipelineStatus}
Draft a natural, friendly outreach message that:
1. Acknowledges their specific engagement with our content
2. Adds value by offering additional relevant resources or insights
3. Includes a soft call-to-action appropriate to their buyer's journey stage
4. Is brief and conversational, not salesy
The message should sound like it's coming from {salesRepName}, their assigned representative. This will be reviewed by the rep before sending.
Craft an Ai automation or agent plan, just for your b2b. Simple. The first step in automating across your buyer and customer journeys: inspiration for what to build. Talk with an Ai agent via your phone to quickly create your custom Ai agent plan.