Automation · Sales
Chase the proposals nobody answered
Finds the proposals and quotes you sent in the last three weeks and emails you the list to follow up.
- Runs
- Every Wednesday at 10am
- Works with
- Gmail
What it does
- 1Find the proposals I sent recently
- 2Work out which ones are still hanging
- 3Email me the chase list
This one already works. Start it on your own accounts and change it to how you work.
Use this automationRelated automations
All 10 in SalesSee the whole pipeline before the Monday meeting
Reads your Pipedrive deals every Monday and emails you a read on where the pipeline stands, by stage.
Sales · Pipedrive and Gmail
Read the inbound leads before you call them
Reads yesterday of inbound enquiry mail each morning and posts a short read on each one to Slack.
Sales · Gmail and Slack
Answer the prospects who already replied
Searches the last two days of unread mail for prospect replies and emails you a short read on what each one wants.
Sales · Gmail
Know what is booked before the week starts
Reads your active Calendly bookings on Monday morning and emails you a read on the week ahead.
Sales · Calendly and Gmail
Watch the deals big enough to matter
Checks Pipedrive each morning and posts the open deals worth over 10,000 to Slack. Ask in chat to change the number.
Sales · Pipedrive and Slack
Read the bugs that came in this week
Collects the Jira bugs raised in the last seven days and emails you them grouped by what they touch.
Engineering and IT · Jira and Gmail