A founder had Claude Code build an email assistant that works his sales deals
In plain words
He used Claude Code to build a Gmail/Pipedrive tool that drafts follow-ups on every open deal, but only sends after he approves.
What happened: Saves 8-10 hours a week of templated follow-ups; close rate improved (their own figures)
These numbers come from the builder and haven't been checked independently.
Source: reddit.com ↗
How to do it yourself
Our suggested steps. The company didn't publish theirs.
- 1
List the follow-up emails you send every week.
- 2
Have Claude Code connect your CRM and email (draft-only).
- 3
Use the prompt below to draft per deal.
- 4
Approve each draft before it sends.
- 5
Track deals that move after follow-up.
The instructions to give the AI
Paste this into Claude Code (the free plan is fine), swap the [brackets] for your details, and test it on a few real examples.
This is one part of the setup. It won't connect to your phone, inbox or other apps on its own; the steps above cover that.
Agent instructions (prompt)
For each open deal in my CRM with no contact in [x] days, draft a short follow-up: reference the last conversation, give one useful next step, and propose a time. Save as drafts — don't send.
[Highlighted] = replace with your own details before you run it.
What you should get back: A drafts folder with one tailored follow-up per stale deal, ready for you to approve.
Written by Quickly and Good, inspired by this case.
More detail: tools, prices and what you'll need
The company used: Claude Code + Pipedrive + Gmail
You could use: Claude Code + your CRM (e.g. Pipedrive) + Gmail
- Claude Code
AI coding agent that builds and edits software from plain-English instructions.
See pricing · Official site ↗
Prices from each tool's own pricing page, checked Oct 2026.
What you'll need
- ☐A developer environment and the coding agent (e.g. Claude Code)
- ☐API access to the systems it must touch
- ☐Clear written instructions and project rules
- ☐Version control and a way to undo changes
- ☐Testing and code review by someone who can read the code
Can I do this myself?
Only if you can code or are learning to. Otherwise hire a builder.
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