CoFoldersBest for
Use the account’s history to draft a relevant reply and a concrete next step.
What you need
Account notes, proposals and available conversation history.
Put the relevant sources in a Folder you can access. Connected sources and automation depend on your workspace configuration.
Starter prompt
Review the customer notes and proposal in this Folder. Summarize the latest commitments, open questions and next step. Draft a concise follow-up in our tone, citing the context behind any commercial claim. Flag missing information and leave the message unsent.
Copy the prompt, open your Folder in CoFolders and paste it into chat. Review the sources before starting.
What to expect
An unsent reply draft with open questions and the commitments it addresses.
Make it your own
- Bring in your context
Account notes, proposals and available conversation history.
- Start in the right Folder
Use the starter prompt and add your period, audience and desired format. Tell CoFolders which sources matter.
- Review and continue
An unsent reply draft with open questions and the commitments it addresses. Check source links and missing information, then approve any changes or schedule separately.