Salesforce Copilot Record Follow-Up Assistant

Trigger: Rep invokes the Copilot action from within Salesforce or Microsoft 365.

What this automates: The research and drafting steps for follow-up emails after CRM record review.

1. Rep invokes Copilot action on opportunity record
2. Copilot reads opportunity context from Salesforce
3. Follow-up email drafted using opportunity context
4. Pre-filled Outlook compose window opened for rep