AI-Enhanced Lead Follow-Up Workflow for Romandie AI

AI-Assisted Lead Follow-Up Workflow

Romandie AI built an n8n workflow for lead follow-up after new enquiries and meetings. Claude drafts a structured, personalised follow-up using CRM data, while a human reviews, approves or corrects every message before it is sent.

The workflow uses fixed templates, real CRM data and prompt refinement based on real exceptions. It improves consistency while retaining human control over customer communications.