Follow-Up Email With the Deal's Full Context
For the follow-up that has to land. DuckyHelper reads the last emails with the buyer and the Opportunity in Salesforce, finds the open question, and drafts four sentences with a clear next step. You hit Send, or Edit.
“Draft a follow-up to this thread using the Salesforce opportunity's stage and last activities.”
- 01Learn the web APIs of Salesforce and Gmail, first time onlyBuilt from each site's own buttons, forms and requests. Kept on your device and reused next time.
getOpportunity(id)listActivities(record)getThread(id)createDraft(thread, body)
- 02Read the last five emails in the thread
- 03Pull the deal's stage, next step and activities
- 04Find the open question and the last objection
- 05Draft a four-sentence reply
- 06Show you Send, Edit or Deny
You getFollow-ups that move deals. Every reply knows the deal and asks for the next step. With Salesforce learned, the next one is ready in seconds.
A run, drawn from this page · early access on Mac
It's built to wait for your OK.
It does the work, then stops with the reply ready for you. You see exactly what it wrote, then Send, Edit or Deny.
If it hits a sign-in, you sign in yourself. It's built not to type your passwords or card numbers.
GmailReplyNeeds your OKBefore you ask it.
What do I say?
Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud, in your own words, like "Draft a follow-up to this thread using the Salesforce opportunity's stage and last activities."
Why is the second time faster?
The first time, it writes small JavaScript tools for Salesforce and Gmail and builds an API from each site's own buttons, forms and requests. After that it calls them directly, so the job runs in one go instead of click by click. It costs less and breaks less.
Will it send anything without me?
It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money. It's built not to type your passwords or card numbers: you sign in yourself, and it picks up from there.
Why not just do it by hand?
A good follow-up needs the thread, the deal stage and the last objection. Pulling those together is why follow-ups slip.
Can I use this today?
Doing jobs in your apps is in early access on Mac. Talking to DuckyHelper, and having it see your screen and draw on it, works today on Mac, Windows and Linux.
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Do anything
Ask it a question or hand it a job, in any app.
Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.