Draft every demo follow-⁠up email.

It is a Trig agent set up to draft the follow-up email after every demo. In this configuration, the agent works on demos held on open deals once their transcript is ready, with a Friday check for any demo still without a follow-up. The agent pulls what the buyer said mattered, lists open questions and agreed next steps, and saves a draft email in your mailbox for your review.

Agents can be configured to read your calendar, call transcripts, and sent email. In this template, a demo is a meeting on an open deal that is a product demo, a technical evaluation, or a trial kickoff. The agent skips a demo when an email to one of the buyer’s attendees went out after the call ended, and notes any demo with no transcript to draft from. Discovery calls, customer check-ins, and internal meetings get no draft.

In this template, the agent is configured to deliver a follow-up email for each demo that meets your targeting conditions. Each draft covers the two or three things the buyer said mattered, in their words, what they saw that answered each, open questions with who owns the answer, and the next steps both sides agreed. A note above each draft lists any blocker, competitor named, or people to involve next, with the speaker and time in the call.

No. Trig never contacts customers directly without express approval, which is controlled at the code level. Each follow-up is saved as a draft for you to review, edit, and approve before Trig sends it. The draft adds no new promise, never mentions a competitor, and includes a price, discount, or contract term only if it was stated on the call.

The demo’s call transcript and the calendar event with its attendees and their email addresses. Your sent email, the deal in the CRM, and any demo prep notes add useful additional context where available. In Trig, you choose which connected sources agents can read, and you approve whether each assignment may send messages or update records before it runs.

Yes. A template sets up the assignment: what to produce, which accounts it covers, when it runs, and which tools it can use. You review the plan before it runs, and you can edit its instructions, accounts, recipients, or timing at any time, or pause it.

A few clicks. Once the tools it reads from are connected to Trig, you can set up this template almost instantly, review its plan, and the agent starts work on your demo follow-ups.