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Draft a reply to each new lead

Research the sender, answer each question and offer two times for a call.

  • On an event: When an e-mail from a new lead arrives
  • Asks you first
Use in CuiarRun from your AI agent

What it does

The task

Read the new e-mail. Find the sender's company on its website and in HubSpot. Write a reply that answers each question with facts from pricing page. Offer two free times for a call from my Google Calendar in the next 5 working days. Save the reply as a draft in Gmail, and log the e-mail in HubSpot. Ask me before you send.

  • It works in Gmail, HubSpot and Google Calendar, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • A routine checks every 15 minutes and acts on what is new: when an e-mail from a new lead arrives.
  • It stops for your approval before it sends, posts, pays, books or changes a record.

What you give it

BlankWhat to giveExample
pricing pageThe page with your prices and planshttps://tallyhq.app/pricing

What you get back

An example run with the example values above. Your run uses your own data.

New lead: Sofia Lind, Office Manager at Nordvik Architects (32 staff)

HubSpot: new contact, e-mail logged

Her questions and the draft answers:

  • Price for 30 users: Team plan, 30 x 12 USD = 360 USD each month
  • Import from Excel: yes, CSV and XLSX
  • EU data hosting: yes, Frankfurt

Times offered: Tuesday 4 November 10:00, Wednesday 5 November 14:30

Draft saved in Gmail. Waiting for your approval to send.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in the blank

    Type pricing page. Tab moves to the next blank.

  3. 03

    Run it, then repeat it

    Run sends it once. To run it when an e-mail from a new lead arrives, make a routine on cuiar.com/routines or with the CLI below.

As a routine, from the terminal

cuiar routines create "Draft a reply to each new lead" --schedule "*/15 * * * *" --time-zone Europe/Berlin \
  "Read the new e-mail. Find the sender's company on its website and in HubSpot. Write a reply that answers each question with facts from https://tallyhq.app/pricing. Offer two free times for a call from my Google Calendar in the next 5 working days. Save the reply as a draft in Gmail, and log the e-mail in HubSpot. Ask me before you send."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call create_routine yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool create_routine to run my "Draft a reply to each new lead" template with pricing page = https://tallyhq.app/pricing.

Setup for other agents: AI agents.

The tool call

{
  "name": "create_routine",
  "arguments": {
    "name": "Draft a reply to each new lead",
    "task": "Read the new e-mail. Find the sender's company on its website and in HubSpot. Write a reply that answers each question with facts from https://tallyhq.app/pricing. Offer two free times for a call from my Google Calendar in the next 5 working days. Save the reply as a draft in Gmail, and log the e-mail in HubSpot. Ask me before you send.",
    "schedule": "*/15 * * * *",
    "time_zone": "Europe/Berlin"
  }
}

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