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Case Study

public case study

Gong and Slack follow-up automation

A first-call follow-up workflow that used Gong context to identify promised resources, find relevant links from the account owner’s company site, and prepare email drafts with the right materials already attached.

STAR framing

Situation

First-call follow-up often depended on reps manually remembering promised resources, finding links, and writing timely recap emails.

Task

Create an automated workflow that turned first-call context into a usable follow-up draft with relevant resources pre-linked.

Action

Used Gong-derived context, Slack routing, resource discovery, and draft generation to prepare follow-up emails for the call owner.

Result

Reduced manual follow-up work after first calls and made promised resources easier to send quickly and consistently.

Problem

  • First-call follow-up quality depended on how quickly reps could translate call notes into action.
  • Promised resources could be delayed or missed when reps had to manually hunt for links.
  • Email drafts needed to reflect the actual conversation, not generic post-call templates.

Architecture

The automation used first-call context from Gong to identify resources mentioned or promised during the conversation. It then searched the call owner’s company site for relevant resource links and prepared a follow-up email draft with those links pre-populated for rep review.

Example transformation

Sanitized Gong call context in, rep-ready follow-up draft out.

input

call_type: first_call
owner: rep@company.com
account: Global hospitality brand
promised_resources:
  - case study
  - security overview
gong_summary: discussed consent orchestration + RMN launch

output

draft_subject: transcend + {account} follow-up
links_found:
  - /resources/case-study
  - /trust/security
slack_channel: #deal-followups
status: ready_for_review

What I built

  • Defined the first-call trigger logic and ownership rules for follow-up generation.
  • Mapped Gong call context into a structured follow-up workflow.
  • Added resource discovery that scraped the call owner’s company site for promised materials.
  • Generated email drafts with relevant links pre-inserted for review before sending.
  • Used Slack to surface the draft workflow and keep the call owner close to the action.

Example workflow

  1. A first sales call ends and Gong context becomes available.
  2. The workflow identifies follow-up themes and any promised resources from the call.
  3. The system searches the call owner’s company site for relevant links and materials.
  4. A draft email is generated with the recap, next steps, and resource links pre-loaded.
  5. The call owner reviews, edits, and sends the follow-up.

Public-safe note

This artifact describes the workflow pattern without exposing call details, customer data, internal Slack channels, exact prompts, email templates, or proprietary trigger logic.