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Follow up with leads from a trade show

Each lead you met added to the CRM, with a personal follow-up e-mail based on your notes.

  • You start it: When you start it
  • Asks you first
Use in CuiarRun from your AI agent

What it does

The task

Open the lead list from event at sheet url. Skip the people with no note from me and the people who asked not to be contacted. For each other person, read my note and the company website, and prepare a new or updated contact and company in HubSpot with the source event. Show me the HubSpot changes and ask me before you save them. Write a follow-up e-mail of 100 words or fewer about what we talked about, and save it as a Gmail draft. Ask me before you send each e-mail.

  • It works in Google Sheets, HubSpot and Gmail, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.
  • It stops for your approval before it sends, posts, pays, books or changes a record.

What you give it

BlankWhat to giveExample
eventThe event nameRetail Tech Expo 2026
sheet urlThe sheet with the leads you met and your noteshttps://docs.google.com/spreadsheets/d/1Ex3gHt5Pr/edit

What you get back

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

Retail Tech Expo 2026: 58 leads

Skipped: 11 with no note, 4 who asked for no contact

HubSpot after your approval: 31 new contacts, 12 updated, source Retail Tech Expo 2026

Drafts in Gmail: 43

Example draft to Tomas Varga, Brightcart:

Hi Tomas, thank you for the talk about click-and-collect queues in your 40 stores. Here is the 2-minute video of the pickup screen that I showed you...

Waiting for your approval before each 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 2 blanks

    Type event and sheet url. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Open the lead list from Retail Tech Expo 2026 at https://docs.google.com/spreadsheets/d/1Ex3gHt5Pr/edit. Skip the people with no note from me and the people who asked not to be contacted. For each other person, read my note and the company website, and prepare a new or updated contact and company in HubSpot with the source Retail Tech Expo 2026. Show me the HubSpot changes and ask me before you save them. Write a follow-up e-mail of 100 words or fewer about what we talked about, and save it as a Gmail draft. Ask me before you send each e-mail."

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 run_task 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 run_task to run my "Follow up with leads from a trade show" template with event = Retail Tech Expo 2026; sheet url = https://docs.google.com/spreadsheets/d/1Ex3gHt5Pr/edit.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Open the lead list from Retail Tech Expo 2026 at https://docs.google.com/spreadsheets/d/1Ex3gHt5Pr/edit. Skip the people with no note from me and the people who asked not to be contacted. For each other person, read my note and the company website, and prepare a new or updated contact and company in HubSpot with the source Retail Tech Expo 2026. Show me the HubSpot changes and ask me before you save them. Write a follow-up e-mail of 100 words or fewer about what we talked about, and save it as a Gmail draft. Ask me before you send each e-mail."
  }
}

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