Capture the interaction before writing the email
Use the call notes or transcript as the source. Record the customer's situation, decision participants, objections, explicit commitments and open questions. Identify who owns each next action and whether a date was actually agreed.
If notes conflict with an earlier accepted deal fact, flag the conflict for review. Do not silently rewrite the opportunity because the latest summary sounds more confident.
Review proposed deal changes
Process the interaction in Founder Sales and inspect the proposed delta. A statement such as interested in testing should not become approved purchase. Missing budget, approval owner or timing should remain unknown.
Check the source behind every change before accepting it. If processing fails after notes were saved, inspect the saved interaction and existing run state before creating another interaction. A retry should not duplicate the source.
- Synthetic customer statement
- A team trial could help us decide. I need to check who signs it off.
- Safe accepted fact
- The prospect is considering a trial; the approval owner is unknown.
- Unsafe inference
- The trial has been approved and starts next week.
- Next action
- Ask for the approval owner and agree trial criteria.
Write the draft from accepted facts
Draft the follow-up only after the facts are reconciled. Give it a single purpose that moves this opportunity forward. Check that every commitment came from the conversation and that the requested action is clear.
Use a neutral draft that allows the customer to correct your understanding. Inspect names, links, dates and any commercial terms before sending.
Copyable working template
Thanks for the conversation.
My understanding is [accepted situation].
We agreed [actual commitment, or omit this line].
The open question is [specific unknown].
Could we [one next action]?Separate a reviewed draft from an actual send
Founder Sales creates an unsent draft. Send through the channel you control after review. If a qualified external send is used later, its account, preview, approval and receipt remain separate requirements.
Record what was sent and whether a reply arrived. A saved draft or completed workflow does not establish delivery, response or deal advancement.
Keep one useful continuation
Prepare the next call around the unresolved question rather than recopying the entire conversation into another prompt. Keep the accepted facts and the source reference available for review.
The trial example and draft template are synthetic. Use your own authorized notes to assess whether the process gives you a correct next action. Customer usefulness and progress are observations to record, not metrics inferred from AI output.
Access and review
Closed Beta requires an application, manual approval, invitation and verified login. Applying does not grant immediate access. Six ready-made teams, guarded Custom teams and the Apps catalog are included. No Oqera payment or subscription is required. Bring your own AI provider key and pay the provider directly. External actions require specific permission and review; unattended schedules and triggers are off.