Build a Follow-Up Machine with Zoho Creator and ChatGPT
You know that feeling when you just wrapped a great client call… and now you’ve got to write a thoughtful follow-up email? Again?
Same. That’s why I built a little app to do it for me—with Zoho Creator and a touch of OpenAI.
Let me walk you through how I did it, and how you can do the same.
Watch How I Used Zoho Creator and OpenAI to Automate Follow Ups
The Problem: Manual Follow-Up Fatigue
After every discovery call, I used to:
- Log client details in a spreadsheet
- Summarize their needs in notes
- Open up my email
- Stare at a blank screen
- Write (and rewrite) the same friendly, personalized follow-up
It took too long. It wasn’t consistent. And honestly? It killed my momentum.
The Fix: Zoho Creator + OpenAI
So I built a simple app in Zoho Creator to log each call, then write and send the follow-up email automatically—with my tone, their pain points, and zero extra brainpower.
Here’s what it looks like:
Step-by-Step Breakdown
1. Build a Discovery Call Logger in Zoho Creator
I made a form that includes:
- Client Name
- Notes from the call
- Services they’re interested in
- A “vibe score” (yes, I’m serious—it helps me tailor the tone)
2. Add OpenAI Integration with Deluge Script
Using Creator’s built-in integration options and a bit of Deluge scripting, I connected my app to OpenAI.
Using Creator’s built-in integration options and a bit of Deluge scripting, I connected my app to OpenAI.
The script pulls the client info, sends a structured prompt to ChatGPT, and gets a full email draft back in seconds.
3. Automate the Send via Zoho Mail
Once the draft looks good, I click “Approve & Send”—and the email is fired off from my Zoho Mail account.
Once the draft looks good, I click “Approve & Send”—and the email is fired off from my Zoho Mail account.
No template copy/paste. No manual edits. Just a polished, personal message… done.
The Impact: Real Time Saved
What used to take 15–20 minutes per client now takes under 1.
Even better? The follow-ups are better written, more consistent, and make me look ultra put-together.
You Don’t Need to Be a Developer
I didn’t build my own AI.
I didn’t write thousands of lines of code.
I just used Zoho Creator’s form builder, basic Deluge scripting, and an OpenAI integration to plug AI into my real-world workflow.
If you’re already logging client info somewhere—this is the next step that turns that data into action.
Final Word
Your follow-up game doesn’t need to rely on memory, time, or willpower.
With Zoho Creator and a little AI magic, you can automate what matters—and actually follow up like the pro you are.
