SALES
Unpaid Quote Reminder with Slack Escalation
Watches Stripe for quotes that expired without payment, sends the customer a tiered reminder email.
How it runs
The automated pipeline, trigger to output.
- TriggerStripe quote expired eventStripe
- LogicBranch on reminder count
- ActionSend regenerated-quote reminderGmail
- ActionSend final-notice emailGmail
- OutputEscalate stalled deal to SlackSlack
What it does
Monitors Stripe-issued quotes that reached their expiration without a completed payment, then runs a graduated re-engagement sequence. It distinguishes between quotes that just lapsed (gentle reminder) and ones already past a second reminder (final notice plus human escalation). When automated nudges run out, it hands the deal to a salesperson in Slack instead of letting it die quietly.
When to use it
Ideal for self-serve or PLG motions where quotes are sent through Stripe and conversion depends on timely follow-up. Use it to stop high-intent prospects from slipping away after the quote window closes.
How it works
- 1Stripe fires an event when a quote moves to canceled or expired status.
- 2A branch checks how many reminders this customer has already received via stored metadata.
- 3First lapse: an email is sent offering a regenerated quote with a fresh deadline.
- 4Already reminded once: a final-notice email goes out flagging that the offer is closing.
- 5After the final notice, the deal and customer details are posted to the sales Slack channel for manual outreach.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect GmailRead, draft, send, label.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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