Workflow · Sales
Quote sent → follow up after 3 days
Three days after a quote goes out, if the customer has not accepted it, you get a task to call. Acceptance cancels it.
3 steps · 3 apps- TriggerA quote went out to the customerQuotes
- 1FlowWait a whileWorkflow
- 2ActionCreate a taskTasks
- DoneLogged in the run history
How it works
3 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.
- 1
Trigger · Quotes
A quote went out to the customer
The flow starts the moment this happens in Quotes — nobody needs to press a button.
- 2
Flow · Workflow
Wait a while
The flow waits for the set time, then carries on.
- 3
Action · Tasks
Create a task
A task with its description is opened for someone on your team; it shows in the task list and notifications.
Apps it uses
- Quotes
- Workflow
- Tasks
To run it
- Modules switched on: Quotes, Era
- Picking it in Era and looking it over once
Similar templates
Start with Quote sent → follow up after 3 days
Runs on your own Claude or ChatGPT subscription, or your API key.