CRM
Find customers and recent conversations
Acme and Maple · last contacted 4 days ago
Everyday work · Customer follow-up
Customer follow-ups, with the context you always check
You know a follow-up is more than a reminder. Before writing, you check the last conversation, look for delivery problems and decide who needs a different approach. Give AI access to those work websites—and teach it that method.
Illustrative scenario · fictional records, not a live product run or customer case study
Start with the task you already do
“Find customers I haven’t contacted in three days. Check their orders before drafting a follow-up. If an order is delayed, leave it for me. Show the source records. Don’t send anything.”
Your work websites become AI connectors
You identify the websites and authorize access. Dutifly creates connectors for supported pages, so you don’t need to find an API or write code. Availability depends on the website, your permissions and network access.
Order portal
Look up the customer’s delivery status
Acme · on track / Maple · delayed
Intranet
Read the relevant customer handling guidance
Example guidance · review delivery issues before outreach
Describe the task. AI builds the workflow.
The connectors provide access to your work websites. AI turns your plain-language request into steps and conditions you can inspect. Review the workflow, describe any changes, then run it to prepare drafts.
- 01No contact for 3 days: look up the customer’s orders.
- 02Delivery on track: prepare a follow-up draft with its sources.
- 03Delayed, missing or conflicting information: flag it for me instead.
Two customers. Two different next steps.
Acme · Draft to review
Delivery is on track. Draft: ‘Hi, checking in after your recent order—do you need any help with the next steps?’
Example sources: CRM contact record + order status
Prepared for review · not sent
Maple · Needs your judgment
The order portal shows a delay. Hold the routine follow-up and review the delivery issue before contacting the customer.
Example sources: CRM contact record + delayed order + internal guidance
Exception flagged · no message drafted
Keep the method you trust
After checking the results, save the workflow. Change the rules as your work changes. Once it works for you, share the confirmed method with your team.
Try the smallest useful version first
Pick one customer and ask for a read-only summary from a familiar work page. Compare it with the original record. Add a second system only after that first result checks out.
Prepare your first taskSign up for $20 in trial credit. Subscribe for $20/month: $100 in monthly AI usage credit for the first 3 subscription months, then $20/month in credit. Monthly credit resets without rollover.