Drafts and sends a post-closing review request email to a borrower via Outlook (Zapier). Adam provides the borrower's name and email address — Claude populates the hardcoded HTML template and creates an Outlook draft for Adam to review and send. Use this skill whenever Adam says "send review email", "review request for [name]", "ask [name] for a review", "request a review from [name]", "send [name] the review email", "closing is done — send the review email", "review request email", "post-closing email", "[name] closed — send review request", or any variation of asking a closed borrower for a Google or Zillow review. Even casual mentions like "[name] funded, shoot them the review ask" should trigger this skill.
Drafts and sends a post-closing review request email to a borrower via Outlook (Zapier). Adam provides the borrower's name and email address — Claude populates the hardcoded HTML template and creates an Outlook draft for Adam to review and send. Use this skill whenever Adam says "send review email", "review request for [name]", "ask [name] for a review", "request a review from [name]", "send [name] the review email", "closing is done — send the review email", "review request email", "post-closing email", "[name] closed — send review request", or any variation of asking a closed borrower for a Google or Zillow review. Even casual mentions like "[name] funded, shoot them the review ask" should trigger this skill.
Review Request Email Skill
Overview
Adam provides borrower name + email → Claude populates HTML email template → sends Outlook draft to adam@thestyerteam.com via Zapier → Adam swaps "To" to borrower and sends.
Email asks borrower for a Google review and a Zillow review. Tone: personal, warm, grateful — not automated-sounding.
If either field is missing, ask Adam before proceeding. Do not guess or leave blank.
Step 2 — Draft Email via Outlook (Zapier)
Call microsoft_outlook_create_draft_email with this exact pattern:
body: null
subject: null
bodyFormat: null
instructions: ALL content — subject, recipient, body format, and full HTML body — goes here as a single string
output_hint: "confirmation the draft was created with subject line and recipient"
The HTML body must be flattened to a single line with no line breaks inside the instructions string.
Subject Line
[FIRST_NAME], thank you — one small ask 🙏
HTML Email Template
Replace [FIRST_NAME] and [BORROWER_EMAIL] with provided values. Flatten to single line when passing to Zapier.
<!DOCTYPE html><html><head><metacharset="UTF-8"></head><bodystyle="margin:0;padding:0;background-color:#f4f4f4;font-family:Arial,sans-serif;"><tablewidth="100%"cellpadding="0"cellspacing="0"style="background-color:#f4f4f4;padding:30px 0;"><tr><tdalign="center"><tablewidth="600"cellpadding="0"cellspacing="0"style="background-color:#ffffff;border-radius:8px;overflow:hidden;box-shadow:0 2px 8px rgba(0,0,0,0.08);"><!-- Header --><tr><tdstyle="background-color:#1E2761;padding:30px 40px;text-align:center;"><h1style="color:#ffffff;margin:0;font-size:24px;font-weight:700;letter-spacing:0.5px;">Adam Styer | HyperSmart Home Loans</h1>< =>Senior Loan Officer | NMLS# 513013
Hey [FIRST_NAME],
Congratulations again on closing — it was genuinely a pleasure working with you.
I have one small ask. If you felt taken care of through this process, would you mind leaving a quick review? It takes less than two minutes and it means more than you know — it's how families like yours find me.
⭐ Leave a Google Review
🏡 Leave a Zillow Review
And if anything ever comes up down the road — a rate question, a refi, helping a friend buy — I'm always just a text or call away.
Thanks again. Enjoy the new place.
Adam Styer
Senior Loan Officer | HyperSmart Home Loans
NMLS# 513013
(512) 956-6010
adam@thestyerteam.com
styermortgage.com
Step 3 — Pre-Send Checklist
After creating the draft, output this checklist exactly:
PRE-SEND CHECKLIST — Review Request Email
==========================================
BEFORE SENDING:
[ ] Open draft in Outlook
[ ] Change "To" from adam@thestyerteam.com → [BORROWER_EMAIL]
[ ] Confirm borrower first name is correct in subject and body
[ ] Review tone — warm, personal, not automated
[ ] Send day after closing (not same day)
FIELDS USED:
• Borrower: [FIRST_NAME]
• Email: [BORROWER_EMAIL]
• Google Review Link: https://g.page/r/CZhfpP-YD5O-EBM/review
• Zillow Review Link: https://www.zillow.com/lender-profile/adamstyer/
Rules Summary
Draft recipient is always adam@thestyerteam.com — Adam swaps to borrower before sending
body, subject, bodyFormat must always be null — all content goes inside instructions only
HTML must be flattened to a single line inside the instructions string — no literal newlines
Never modify hardcoded values: Google review link, Zillow link, phone, email, NMLS#, website
If FIRST_NAME or BORROWER_EMAIL is missing — ask Adam before creating the draft
Send timing: Day after closing — remind Adam in checklist
