Customer re-engagement · Outlook drafts with human approval
Stop leaving revenue opportunities behind because follow-up depends on chance.
Problem
Sales teams lose track of customers who have not been contacted for some time. Follow-up happens too late or not at all, even though the relationship exists and a personal message may be all that is needed.
Solution
Your customer base is imported from an ERP export. Every night, the agent checks Outlook history and identifies customers beyond the configured contact threshold. For suitable cases, it creates a personal German follow-up draft in the responsible person's Outlook mailbox. Nothing is ever sent automatically: a person reviews and sends every message.
Fixed scope
Import, detection, preparation and review are connected as a repeatable process. Incomplete records and technical failures stay visible instead of disappearing silently.
Customer import from an Excel or CSV ERP export
Nightly checks for prolonged contact silence
Personal German follow-up drafts in Outlook
Dashboard with status for each customer
Review queue for incomplete records
Configurable contact periods and thresholds
Supported systems
The fixed product scope uses verified Outlook access and file-based ERP exports. Other connectors are not promised until they have been implemented as reusable integrations.
Supported
Not supported
Under the hood
AWS Step Functions runs the scheduled workflow in eu-central-1, while DynamoDB records status and review steps. Outlook is connected through Microsoft Graph. Text generation runs through Vertex AI in europe-west1, using short-lived Workload Identity Federation credentials instead of a persistent AI-provider key.
Excel or CSV data is validated during import. Incomplete records are routed visibly into a review queue.
The agent compares Outlook history with the configured contact threshold and processes only customers who are due.
A personal German message is placed as a draft in the relevant mailbox. The responsible person reviews and sends it.
Preparation becomes systematic, while the decision and sending remain entirely with your team.
In production
The agent connects ERP customer data with Outlook history, identifies dormant relationships and prepares German follow-up drafts in the responsible mailbox—without taking sending out of the team's hands.
Price & operations
The monthly agent fee covers the re-engagement workflow. Mandatory Platform Care is added as a separate €249-per-month line item to keep the underlying platform monitored, maintained and cost-controlled.
One-time
€9,900
Agent operations
€790 / month
Check your customer base
We check whether Microsoft 365, your ERP export and the fixed workflow fit your sales process and customer-data structure.