Emma L — Post-Onboarding Story

Emma L, CEO & co-founder of Q.... 3-person team, raising £1.8m. Tools: Gmail, Granola, LinkedIn, Salesforce.

1. Onboarding call finishes

👋

Welcome to Toyo, Emma

I've analysed your onboarding call and I'm ready to start helping with Q2Med.

Connect Telegram to get started — I'll message you there and we'll set everything up together.

QR Code

Link

Scan with your phone camera to open Telegram

While Emma sees this screen, Toyo is generating files on her runtime in the background:

ONBOARDING-TASKS.md

## Email Automation
- [ ] Connect Gmail
- [ ] Learn Emma's writing voice from sent emails
- [ ] Set up automated post-meeting follow-up emails
## Calendar & Scheduling
- [ ] Connect Google Calendar
- [ ] Draft overdue follow-up to Cromwell Hospital
## Future
- [ ] Connect Salesforce
- [ ] Set up Granola notes → follow-up workflow

Business_Knowledge.md

## Your Business
Q2Med — one hub powering medication decisions in pharmacy. Single search portal for the medication supply chain. 3 full-time, raising £1.8m...
## How You Work Today
Sales: outreach → discovery → workshop → design partnership. Tools: Gmail, Granola, Salesforce, LinkedIn...
## Challenges & Goals
Biggest pain: post-meeting follow-up emails. Wants automated recaps. Secondary: Granola→Salesforce sync, feature request logging...

2. Telegram Onboarding

Hey Emma

Welcome to Toyo. Since you mentioned that post-meeting follow-up emails are your biggest headache, I'd love to start helping with that right away.

Could I first connect your Gmail account? Once that's done, I can start learning your writing style and drafting follow-up messages in your voice. Don't worry — I won't send anything without your permission.

⚡ Connect Gmail

app.toyo.ai/integrations/connect/gmail

Connect Gmail

Toyo wants to access your Gmail account

Toyo will be able to:

✓ Read your sent emails to learn your writing style

✓ Create email drafts in your Gmail

✓ Read incoming emails to track replies

Cancel

Allow access

I've connected Gmail.

Got it. I'm reading through your recent sent emails now to learn how you write.

I've created your voice profile — you're professional but warm. You open with "Hi" and the person's name, keep paragraphs short with bullet points for action items, and always end with clear next steps. You sign off with "Best, Emma" for new contacts and "Speak soon, Emma" for people you've met in person.

To get your automated follow-ups running, I need to know when your meetings happen. Could you connect your Google Calendar?

⚡ Connect Google Calendar

Behind the scenes, Toyo has read Emma's recent sent emails and written her voice profile:

VOICE.md

## Tone
Professional but warm. Healthcare-appropriate — precise when it matters, human when it doesn't. No corporate fluff.
## Openers
"Hi [Name]," (most common). "Thanks for your time today" (post-meeting). Occasionally "Hope you're well" for warmer contacts.
## Structure
Short paragraphs. Bullet points for action items. Always ends with clear next steps. References specific details from conversations.
## Sign-offs
"Best, Emma" (new contacts). "Speak soon, Emma" (people she's met). "Thanks, Emma" (after asking for something).
## What she never does
Long emails. Vague next steps. Emojis in professional contexts. Apology spirals.

ONBOARDING-TASKS.md

## Email Automation
- [x] Connect Gmail
- [x] Learn Emma's writing voice from sent emails
- [ ] Set up automated post-meeting follow-up emails
## Calendar & Scheduling
- [ ] Connect Google Calendar
- [ ] Draft overdue follow-up to Cromwell Hospital
## Future
- [ ] Connect Salesforce
- [ ] Set up Granola notes → follow-up workflow

app.toyo.ai/integrations/connect/google-calendar

Connect Google Calendar

Toyo wants to access your Google Calendar

Toyo will be able to:

✓ See when your meetings start and end

✓ Read meeting titles and attendees

✓ Trigger follow-up drafts after meetings

Cancel

Allow access

I've connected Google Calendar.

I've scanned your calendar and recent emails. Here's what I found:

Sales Pipeline
- You had a discovery meeting with John Carragher, Head of Pharmacy at Cromwell Hospital, last Tuesday — no follow-up email sent yet
- A supplier emailed 4 days ago asking about integration timelines — no reply
- You have a workshop booked next week with the pharmacy team at The London Clinic

Proposed Automation
I can set up a scheduled agent that runs after every sales meeting on your calendar. It will:

1. Draft a follow-up email recapping what was discussed, what was agreed, and next steps — in your voice
2. Add the draft to your Gmail for you to review and send
3. Track the thread and flag if no reply within a few days

Want me to set this up and draft the overdue follow-up to John Carragher right now?

Yes, let's do that.

Here's a follow-up draft for your discovery meeting with John last Tuesday:

Hi John,

Great to connect last week — good to hear firsthand how your pharmacy team is navigating procurement across the supplier portals.

To recap:
- Your team is currently checking 3 separate supplier portals per order
- Pharmacists are spending 30+ minutes a day on stock availability checks across those portals
- We agreed a workshop with your pharmacy leads would be a good next step to explore how Q2Med can centralise that workflow

Would the week of the 14th work for getting your team together? Happy to work around your availability.

Speak soon,
Emma

I pulled the specific numbers from your email thread with John. If I've got anything wrong or you'd change the wording, tell me and I'll learn from your edits.

That's good. But I'd say "great to speak" not "great to connect" since we had an actual call. And add that we discussed the stock visibility issue specifically around out-of-hours ordering.

Updated:

Hi John,

Great to speak last week — good to hear firsthand how your pharmacy team is navigating procurement, especially the challenges around out-of-hours ordering.

To recap:
- Your team is currently checking 3 separate supplier portals per order
- Pharmacists are spending 30+ minutes a day on stock availability checks across those portals
- The out-of-hours ordering gap is making stock visibility even harder
- We agreed a workshop with your pharmacy leads would be a good next step to explore how Q2Med can centralise that workflow

Would the week of the 14th work for getting your team together? Happy to work around your availability.

Speak soon,
Emma

Saved two things: you prefer "great to speak" when you've had a call, and you always include the specific topic that resonated most. I'll use these going forward.

Want me to add this to your Gmail drafts?

Yes.

📝

Added to your Gmail drafts. I'll track this thread — if John doesn't reply within 4 days, I'll flag it.

I've also set up your automated post-meeting follow-up agent. After every sales meeting on your calendar, I'll draft a follow-up, add it to your Gmail drafts, and track the reply.

One more thing — you mentioned on the call that you'd love Granola notes to sync into Salesforce automatically. That's not something I can do yet, but for now if you forward me your Granola notes after a meeting, I'll use them to make the follow-up more detailed.

You're all set. You've got that workshop with The London Clinic pharmacy team next Wednesday — I'll have a draft ready within minutes of it ending.

ONBOARDING-TASKS.md

## Email Automation
- [x] Connect Gmail
- [x] Learn Emma's writing voice from sent emails
- [x] Set up automated post-meeting follow-up emails
## Calendar & Scheduling
- [x] Connect Google Calendar
- [x] Draft overdue follow-up to Cromwell Hospital
## Future
- [ ] Connect Salesforce
- [ ] Set up Granola notes → follow-up workflow

3. First Post-Meeting Follow-Up (next week)

Your workshop with the pharmacy team at The London Clinic just ended. Here's a draft follow-up to Sarah Mitchell, Head of Pharmacy:

Hi Sarah,

Great session today — really encouraging to hear how your team is thinking about centralising medication sourcing across the network.

To recap:
- Your 12 pharmacists are currently managing ~150 medication orders per week across 4 supplier portals
- Stock availability visibility is the biggest pain point — your team flagged they're losing 45 minutes per pharmacist per day on cross-checking
- The night team has no reliable way to check stock levels at all
- We agreed to move forward with a design partnership pilot starting next month

Next steps:
- I'll send over the design partnership outline by end of week
- We'll schedule the technical onboarding with your pharmacy leads for the first week of May

Speak soon,
Emma

I included the specific numbers from the workshop. Add to Gmail drafts, edit, or skip?