CRM
Tiered No-Response Cadence Escalation
Runs a cadence over the Coda queue that escalates non-responding dormant accounts through email, a calendar invite offer, and finally a task for the owner to call.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily cadence schedule fires
- ActionRead overdue, no-reply accounts from Coda queueCoda
- LogicRoute each account by current cadence stage
- ActionStage 1: send follow-up email via GmailGmail
- ActionStage 2: send Calendar meeting-offer inviteGoogle Calendar
- ActionStage 3: create Asana call task for the ownerAsana
- OutputUpdate Coda row with new stage and next-action dateCoda
What it does
This workflow drives multi-touch reactivation cadence directly off the Coda queue. On each scheduled pass it finds accounts whose last touch is older than the cadence interval and no reply has landed, then escalates them one step: a second-chance Gmail email, then a Google Calendar meeting-offer invite, and finally an Asana task assigned to the owner to make a personal call. Each step updates the Coda row so the account never skips or repeats a stage.
When to use it
Use this when a single win-back email is not enough and you want a disciplined, escalating sequence that gradually shifts from automated to human effort before an account is marked lost.
How it works
A daily schedule triggers the pass. The workflow reads the queue from Coda and a logic branch routes each overdue account by its current stage. Stage 1 sends a follow-up email via Gmail; stage 2 sends a Calendar invite offering a slot; stage 3 creates an Asana call task for the owner. The matching Coda row is updated with the new stage and next-action date.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect GmailRead, draft, send, label.
- 3Connect Google CalendarEvents, attendees, availability.
- 4Connect AsanaTasks, projects, milestones — everywhere.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
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