Follow up every trade fair contact within a week
After a fair, give Claude the contact sheet and your notes. It looks up each company, drafts a first email that picks up what you talked about at the stand, and writes one more short email for those who do not answer.
Safe versionSalesWhen you need it
Set it up5 steps
Open the Claude desktop app and sign in with the Claude account you use for work. On a personal Free, Pro or Max plan, chats can be used for training unless you switch off SettingsPrivacyHelp improve Claude.
No account yet? Ask your manager.
Where things are in Claude
- CustomizeConnectors In Claude's left sidebar: connect your email and files.
- /schedule Type it in a new Cowork task to run a prompt on a schedule.
- Scheduled In Claude's left sidebar: what runs, to pause or change it.
- Once for the whole company: your Microsoft admin approves Claude's Microsoft 365 connector and turns on its write tools, so Claude can save drafts and files. If connecting asks for an admin's approval, this is still to do: send them this step.
- Put the fair's contacts in one sheet in your Sales folder, one row per company: company, country, language, what you talked about (people by their role, not by name), and anything you promised. Keep names, email addresses and phone numbers in your own list, not in this sheet. Leave prices out.
- Connect Microsoft 365 and Web search under CustomizeConnectors, and in Cowork connect your Sales folder in OneDrive or SharePoint (the one synced to this computer).
- Open Cowork, paste the prompt and name the sheet.
- Add the name and the recipient to each first email, edit it, and send it yourself within the week. A week later, send the second ones to those who stayed quiet. Claude only drafts; you send.
Set this up on your computer: the Claude desktop app runs it.
The prompt
- Taken out by a company rule: Read the trade fair contact sheet in my Sales folder that I name below.Read the trade fair contact sheet in my Sales folder that I name below. Use the company, country, language and my notes only. If it shows a person's name, an email address, a phone number, a price or an amount, ignore it and never repeat it.safe version
- 1. For each company, look at its website and write one line on what it makes or sells and where. Mark it "strong" (it buys what we make, or could), "maybe" or "not a fit", with the reason, and name the page you used.
- Taken out by a company rule: 2. For "strong" and "maybe" contacts, draft a first email in their language, under 120 words: say where we met, pick up what we talked about at the stand, send what we promised or say when it comes, and end with one clear next step (a call, a sample, a quote). Write as the person who was at the stand, not as a mailing. If my notes for a row are empty, write a shorter, plain note and mark it "no notes".2. For "strong" and "maybe" companies, draft a first email in their language, under 120 words. Start with "Dear [NAME]," and leave the recipient empty. Say where we met, pick up what we talked about at the stand, send what we promised or say when it comes, and end with one clear next step (a call, a sample, a quote). Never write a price. Write as the person who was at the stand, not as a mailing. If my notes for a row are empty, write a shorter, plain note and mark it "no notes".safe version
- Taken out by a company rule: 3. For each of them, also write a second, shorter email to send 7 days later if they have not answered. It must add something new, such as a customer of ours in their industry or a product that fits what they said, never "just following up".3. For each of them, also write a second, shorter email to send 7 days later if they have not answered, also starting "Dear [NAME],". It must add something new, such as a customer of ours in their industry or a product that fits what they said, never "just following up".safe version
- 4. Save the first emails as drafts in my email. If you cannot save drafts, put them in your answer for me to copy. Put the second emails in a new column of the sheet. Do not send anything.
- Taken out by a company rule: 5. At the end, suggest up to ten more companies from the web that look like the "strong" ones, each with the reason and the page. Do not guess anyone's email address.5. At the end, suggest up to ten more companies from the web that look like the "strong" ones, each with the reason and the page. Do not look up or guess anyone's name or email address.safe version
- Never invent a fact about a company or a promise I did not make.
- Company rule: never put prices or customers' personal data into this task. If an email or file contains them, skip that part and tell me.company rule
Kept out of AI
- PricesKept out
- Customer personal dataKept out
- Safe version. Works from a sheet with companies, countries and your notes only: no names, email addresses or phone numbers. Each email starts "Dear [NAME]," with no recipient; you add both.
What you get
Every company with what it does, how promising it looks and a first email drafted with no recipient, a shorter second email ready for a week later, and up to ten similar companies. You add the contact to each, about 20 seconds each.
Get this workflow for your team
Two minutes each: everyone gets a plan of ready workflows like this one, inside your company's rules.
Your manager sees progress and hours. Never what Claude reads or writes.
FirstPrompt's workflow library adapts parts of Anthropic's knowledge-work-plugins (Apache-2.0), rewritten by FirstPrompt. Source and licence