LEAD GENERATION
Follow up on unanswered meeting requests and send reps a daily booking digest
Identifies leads contacted 48+ hours ago with no reply, sends a single gentle follow-up with a fresh slot.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily mid-morning schedule
- ActionQuery Contacted leads with no 48h replyAirtable
- LogicSkip leads already followed up once
- ActionSend single follow-up with fresh slotGmail
- ActionAggregate per-rep booking countsAirtable
- OutputPost per-rep meeting digest to SlackSlack
What it does
Keeps the pipeline moving without nagging. It finds meeting requests that have gone unanswered for two days, sends one tactful follow-up offering a new slot, and gives every rep a Slack digest summarizing their booked meetings and which invites are still outstanding.
When to use it
Run daily during event week to recover stalled threads and give traveling reps a single source of truth each morning. Use it instead of manual inbox triage when outreach volume is too high to track by hand.
How it works
- 1A daily scheduled trigger starts the run mid-morning.
- 2It queries Airtable for leads in Contacted state with no reply for 48 or more hours.
- 3A branch caps follow-ups at one per lead so nobody gets spammed; already-followed-up leads are skipped.
- 4For eligible leads it checks the rep calendar for a fresh open slot and sends a short follow-up email.
- 5It aggregates each rep's Booked, Contacted, and Follow-up counts.
- 6A per-rep digest is posted to Slack listing confirmed meetings and still-open invites.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect Google CalendarEvents, attendees, availability.
- 3Connect GmailRead, draft, send, label.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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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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.