What it is

The demo follow-up email workflow generates personalized follow-up messages after sales demos. It searches your CRM for meeting details, finds the demo recording or call notes to see what was actually discussed, pulls relevant resources that match their interests, and creates an email that references specific conversation points, addresses their questions, and proposes clear next steps.

What it solves

Reps finish demos and then stare at a blank email trying to remember what the prospect cared about. By the time they craft something that doesn't sound generic, an hour's passed and three other follow-ups are overdue. Or they send a templated "thanks for your time" email that could've been written by a bot, killing whatever momentum the demo built.

This workflow eliminates the follow-up scramble. It captures what actually happened in the demo, references specific discussion points so the email feels personal, and includes the exact resources that match what they asked about. Stop letting deals go cold because follow-ups took too long or felt too generic.

How it works

Super searches your CRM for the demo meeting details—who attended, what the account context was, and what you were trying to accomplish. It finds the demo recording or call notes to see what features you showed, which questions came up, and what resonated.

It searches for relevant resources that match the topics discussed—case studies from their industry, documentation for features they asked about, or trial information if they seemed ready. Then it analyzes the conversation to identify key takeaways, what objections surfaced, and what the logical next steps should be. Finally, it generates a personalized email that references specific discussion points, addresses their questions, includes relevant resources, and proposes clear actions to keep the deal moving.

How to use it

Run it right after demo calls while the conversation is fresh. The workflow pulls context automatically, generates a draft, and you review it before sending. Customize any sections that need your personal touch, then fire it off while the prospect still remembers the demo.

Set it up to trigger automatically after demos end, or run it manually when you're ready to follow up. Stop spending 20 minutes per follow-up crafting emails that still feel generic—send personalized messages in minutes that actually reference what happened and keep deals progressing.