Automation
Intermediate
Design a drafts-folder automation
Two hundred leads a month and you follow up with sixty.
Subscribers. The full prompt is part of the SMEMinds AI Playbook. See plans.
Before you use the output
Human review required.
AI output is a confident first draft, not a verified answer.
- Check the exception rules against a sample of real enquiries. If 40% would be flagged, the automation is not covering enough to be worth it.
- Test approval speed with a real salesperson. If it takes 45 seconds rather than 15, the review queue design needs work.
- Confirm no draft can contain a price. That single rule prevents the most expensive possible failure at this volume.
- Set the sampling reminder. Drift is gradual and nobody notices it without a deliberate check.