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Apdf tutorials October 2026 4 min read

How to Let an Agent Draft Follow-Ups From Reading Sessions

The hardest follow-up email is the one with nothing to say — “just checking in” dressed up five different ways. But if the proposal went out behind a tracked link, there is always something to say: the reading session recorded what they lingered on, what they skipped, and when they came back.

That's a writing brief. With your Apdf workspace connected over MCP, the agent pulls the session and drafts the email — grounded in what the reader actually cared about, phrased so the tracking never shows.

What you'll build
A follow-up drafted from a real reading pattern: She re-read timeline + investment → the draft leads with phasing and payment options
MCP access needs Pro (14-day trial, no card)
1

Start from a signal, not a schedule

Follow-ups drafted on day three land wherever day three lands. Better inputs: a filtered automation pinging you on real reads, or the morning triage question surfacing who moved. Today it surfaced Karla: she re-opened the redesign proposal last night.

2

Let the agent read the session

You
Karla re-opened the Studio Karla proposal last night — look at exactly what she read and draft my follow-up.
Claude
apdf · list-document-sessions, get-document-session
Her return visit was 21:21, straight past the intro: 25 seconds on the timeline, then 85 seconds on the Investment page — and she didn't reach the next-steps page. She's weighing cost and schedule, not scope. Draft below.

The session detail the agent worked from — every claim in its reasoning maps to a field:

{
    "session": {
        "recipient": {
            "name": "Karla Weiss",
            "email": "karla@studiokarla.example"
        },
        "created_at": "2026-07-22 21:21:10.000"
    },
    "metrics": {
        "total_duration_ms": 110000,
        "pages_viewed": 2,
        "total_pages": 5,
        "completion_pct": 40,
        "downloads": 0,
        "prints": 0
    },
    "pages": [
        { "page": 1, "views": 0, "duration_ms": 0,     "viewed": false },
        { "page": 2, "views": 0, "duration_ms": 0,     "viewed": false },
        { "page": 3, "views": 1, "duration_ms": 25000, "viewed": true },
        { "page": 4, "views": 1, "duration_ms": 85000, "viewed": true },
        { "page": 5, "views": 0, "duration_ms": 0,     "viewed": false }
    ]
}
3

The draft — grounded, never creepy

Subject: Timeline and payment options for the redesign

Hi Karla,

a thought that might be useful while you're weighing the proposal:
the six-week timeline has some give in how we phase it, and the
investment can follow the phases too — three payments instead of
two works fine on a project this shape.

If it helps to talk any of it through, I have time Thursday.

Best,
Jonas

Notice what the draft does with the data — and what it refuses to do:

  • It answers the pages she re-read — timeline flexibility and payment phasing, because pages 3 and 4 are where her 110 seconds went.
  • It never mentions the reading — no “I noticed you opened…”, no timestamps. The tracking decides what to say and when; it must never become the message.
  • It stays yours to send — the agent drafts, you approve. A follow-up is a relationship moment; keep a human on the send button.
4

Scale it without losing the judgment

The loop generalizes: signal in (automation webhook or morning sweep), session detail pulled over MCP, draft out — one per warm reader, each grounded in its own session. Batch it in the morning against the daily digest's list, or wire the CRM-task automation so every qualifying read arrives as a task with the draft attached. The judgment — send, edit, or skip — stays where it belongs.

Where to go from here

The pieces this loop is built from.

Ready to see who reads?