As of 13 August 2026, AI can only partly send demo follow-up emails automatically.

What to actually do

1. Hand it to a person

   The route this page recommends

   A person who owns the outcome does this end to end, worth it when the failure is dear.

2. Use a tool built for this

   Second choice

3. Do it yourself

   The distant third

   A chat interface, power-user skill, and roughly 30 minutes until you can act on the result.

   How to actually do it

   1. Open your CRM and the chosen sending platform, then confirm that demo attendees, email addresses, demo dates, notes, owner names and suppression or opt-out fields are available and accurate.
   2. Gather the approved product facts, current pricing wording, booking link, sender details and the exact follow-up timing that your sales team permits.
   3. Paste those details into the prompt and ask the chatbot to produce the trigger, exit rules, sequence, branches, checklist and test cases.
   4. Compare every drafted claim, price, link, personalisation field and call to action against your current product materials and CRM fields, removing anything unsupported.
   5. Build the workflow in the sending platform, map each field, add reply and opt-out exits, and apply your suppression and permission rules before enabling automatic sending.
   6. Send test messages to internal addresses, inspect the rendered emails and links, confirm that each branch stops or continues as intended, then ask a colleague to approve the workflow before activation.
   7. Activate the workflow for a small suitable group and check the sending log, replies, bounces and opt-outs before expanding its use.

   Prompt

   Design an automated UK sales follow-up workflow for people who have attended a product demo.
   
   Use these inputs:
   - Product and company: [PRODUCT AND COMPANY]
   - Audience and industry: [AUDIENCE]
   - Main problem the product solves: [PROBLEM]
   - Approved product facts and claims: [APPROVED FACTS]
   - Current pricing or offer wording: [PRICING OR OFFER]
   - Demo booking and sales contact details: [CONTACT DETAILS]
   - Follow-up window and number of messages: [TIMING AND NUMBER OF MESSAGES]
   - CRM fields and demo notes available: [CRM FIELDS AND NOTES]
   - Sending platform: [SENDING PLATFORM]
   
   Produce:
   1. A trigger and exit-rule specification for the workflow.
   2. A short follow-up sequence with subject lines, body copy and a clear next step.
   3. Personalisation fields that use only the supplied CRM data.
   4. Branches for a prospect who replies, books a meeting, asks not to be contacted, or does not engage.
   5. A pre-send checklist covering recipient permissions, suppression lists, sender identity, links, claims, pricing, timing and unsubscribe handling.
   6. Test cases for internal addresses before activation.
   
   Use plain British English and a helpful, low-pressure tone. Do not invent product capabilities, results, customer names, prices, meeting details or personal facts. Do not send anything, and flag every setting that must be confirmed in the sending platform. Respect applicable UK marketing and privacy requirements, and stop the sequence whenever a recipient replies, opts out or is otherwise suppressed.

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.