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Peak Automations / Template: follow-up

After the yes
the work begins.

When a deal is won, the onboarding task is created. When one is lost, the task to ask for the reason. And when a call is fully analysed in Peak Conversations, an AI step summarises it and prepares an e-mail. It is only sent after your approval. Peak does not follow up on its own.

For which occasion?

Change the sentence. The automation card next to it reacts instantly.

Edit all texts and details ↗Test the automation card directly ↗
Local demo with sample data
Automation card · previewPreview reacts instantly
Peak AutomationsLocal demo with sample data

Example: onboarding after a won deal

When a deal is marked as won in the CRM.

Use sample data only.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Edit your draft in detailWhen, test details & then
01

Your draft

Make it yours.

More details in the test

Trigger, e-mail and sample data are always included in this demo.

JSON file for your local draft. Not an import into Peak Automations.

01 / Anatomy of the template

Decision in,
next step out.

The card shows with a sample deal what the automation would do. The test stays local: no task, no e-mail, no approval.

01 / The sentenceYour current draft

One sentence
that fits the flow.

Peak Automations · local preview
Example: onboarding after a won deal

When a deal is marked as won in the CRM.

Sentence → When → Then

The sentence says in plain words what the automation should do.

02 / The trigger
4test details
01Trigger02E-mail03Sample data04Timing
03 / The actionsText preview

And then?
A clear next action.

Then: create a “Schedule kick-off” task for the project lead and inform the team in Slack.

Test it in the automation card directly above.

02 / Three moments

Won, lost,
discussed.

Each moment needs a different next step. Choose the one that most often gets left behind for you today.

Another example replaces the current demo draft.

  • 01 / Deal wonSelected

    Won means: plan the start.

    A won deal in the CRM is the trigger.

    Deal won

    „Example: onboarding after a won deal“

    4 details · Timing
  • 02 / Deal lostSample draft

    Lost means: learn.

    A lost deal in the CRM is the trigger.

    Deal lost

    „Example: ask for the reason“

    4 details · Condition
  • 03 / CallSample draft

    Discussed, summarised, approved.

    An analysed call in Peak Conversations.

    Call ready

    „Example: summary after a client call“

    4 details · Approved by

03 / Move on deliberately

Follow up without having to remember.

In Peak Automations you describe what should happen after a decision. Peak builds the automation, shows it as a sentence and as a flow and activates it only after a passed test.

Your sentence, your trigger and your actions as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Frequently asked questions

Does Peak send the e-mail itself?

Only after confirmation. The draft waits in your Inbox, and only then Peak sends through your Gmail account.

Does Peak chase automatically?

No. Peak creates tasks and prepares drafts. There is no autonomous chasing.

Where does the conversation content come from?

From Peak Conversations once a conversation is processed. The AI steps run through the Peak AI Gateway.

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