CRM
Monthly Dormant Cohort Digest from Airtable
Each month, reads an Airtable contact list, flags everyone untouched in 120+ days, drafts a tailored re-intro per contact from their last Gmail thread.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule fires
- ActionRead contact list with last-contacted dates from AirtableAirtable
- LogicFlag contacts past the 120-day threshold
- ActionFetch each flagged contact's last Gmail threadGmail
- ActionDraft a tailored re-intro per contactOpenAI
- OutputEmail a single digest of all drafts to the ownerGmail
What it does
This workflow turns a flat Airtable contact list into a monthly reactivation digest. It scans the list for anyone untouched in 120 or more days, recovers the last email thread you had with each, and drafts a short, tailored re-intro for every flagged contact. Rather than scattering drafts, it bundles them into one digest email sent to the list owner, so reactivation becomes a focused half-hour once a month.
When to use it
Use it if your contacts live in Airtable rather than a full CRM, or you run a personal relationship list outside of HubSpot. Solo operators, advisors, and small teams who want a low-overhead monthly nudge with the drafting already done will find this fits.
How it works
- 1A monthly schedule triggers the run.
- 2Airtable returns the contact list with last-contacted dates.
- 3A logic step flags every contact past the 120-day threshold.
- 4Gmail fetches each flagged contact's most recent thread.
- 5OpenAI drafts a tailored re-intro per contact.
- 6A single digest email with all drafts is sent to the list owner.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect GmailRead, draft, send, label.
- 3Connect OpenAIModels, embeddings, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.