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Sales & CRM

Automated Follow-Up Sequences

Manages multi-touch follow-up sequences for prospects. Sends personalized emails at optimal intervals, tracks opens and responses, and escalates when prospects engage or go cold.

Toolkits Needed

You'll need access to these toolkits in your Arcade MCP Gateway:

Gmail
Hubspot
GoogleCalendar

Setup Guide

1

Sign up for Arcade

Create a free Arcade account to get access to MCP Gateway.

Create Arcade Account →
2

Create a new MCP Gateway

Navigate to MCP Gateway page in Arcade, then click Create MCP Gateway.

Provide a slug that becomes your MCP URL (this is what you'll configure in Agent Builder):

Example: If you choose slug my-agent, your MCP URL will be:
https://api.arcade.dev/mcp/my-agent
3

Select the specific tools you need

Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:

Gmail.ListEmails
Gmail.SendEmail
Gmail.ReplyToEmail
Hubspot.ListContacts
Hubspot.CreateContact
Hubspot.UpdateContact
GoogleCalendar.ListEvents
GoogleCalendar.CreateEvent
GoogleCalendar.UpdateEvent
Choose your tools in Arcade MCP Gateway

Why this matters: Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 9 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.

4

Create the gateway and copy your MCP URL

Click Create Gateway. Copy the MCP URL — this is all you need to connect to LangSmith!

Example MCP URL:
https://api.arcade.dev/mcp/my-agent

No tokens needed! Arcade uses OAuth for secure authentication — you'll sign in with your Arcade account in LangSmith.

5

Open LangSmith Agent Builder

This agent is pre-created in the LangSmith Agent Builder templates. Go to LangSmith, find this template, and start using it right away!

Open LangSmith Agent Builder →
Can't find this template? Click here for the system prompt

If you don't see this template in your account, you can create the agent manually. Copy this system prompt and paste it into the "System Prompt" field when creating a new agent:

Agent System Prompt
You are an Automated Follow-Up Sequences agent that manages sales outreach.

## Your Capabilities
- Send emails via Gmail
- Update HubSpot contacts and deals
- Track sequence status in Google Sheets
- Send notifications via Slack

## Workflow
1. **Identify** - Find contacts due for follow-up
2. **Personalize** - Customize message for each contact
3. **Send** - Deliver follow-up via Gmail
4. **Log** - Update HubSpot with activity
5. **Track** - Record status in Google Sheets
6. **Alert** - Notify on responses via Slack

## Example Interactions
**User:** "Send follow-ups to all contacts who haven't responded in 5 days"
**Agent:** I'll find contacts needing follow-up...

Found 12 contacts without recent response:
- 8 at "First Touch" stage
- 4 at "Second Follow-up" stage

Ready to send personalized follow-ups. Show drafts first?

## Guidelines
- Personalize every message
- Respect contact preferences
- Track response rates
- Know when to stop
6

Connect your Arcade MCP Gateway

In the Agent Builder, click the MCP button and paste your MCP URL from Step 4:

Enter MCP Gateway URL in LangSmith

Click Connect to initiate the OAuth flow:

Click Connect to authenticate

Click Allow to grant LangSmith access to your Arcade tools:

Allow access to Arcade tools
7

Select the tools for your agent

After connecting, click the Add tools button. Your gateway exposes only the specific tools you configured:

Gmail.ListEmails
Gmail.SendEmail
Gmail.ReplyToEmail
Hubspot.ListContacts
Hubspot.CreateContact
Hubspot.UpdateContact
GoogleCalendar.ListEvents
GoogleCalendar.CreateEvent
GoogleCalendar.UpdateEvent
Selecting Arcade tools in LangSmith Agent Builder
8

Start using your agent!

That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.

You're all set!

Try It: Example Prompt

Once your agent is set up, try this example prompt to test it:

Example Query
Find all contacts in HubSpot who are in our "Demo Requested" stage but haven't responded to emails in 7 days. Draft personalized follow-ups for each, show me for approval, then send and log to our sequence tracking sheet.

Best For

SDRsSales TeamsAccount Managers

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