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Workflow template

Run a lightweight CRM without the overhead

Keeps companies, contacts, and deals in Airtable, emails from a deal row, and reminds owners about follow-ups.

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How it runs

This is the brief Whenever builds from. Change any of it in plain words before you publish.

When

Every 15 minutes, check the Deals table of the Airtable base id you choose in setup for emails queued on a deal row.

Then

  1. Send each queued email from Gmail, using the linked Companies and Contacts rows for names.
  2. Clear the queue field and write Sent with the date so that row is not emailed twice.
  3. Every day at 09:00 AM UTC, find each owner's deals whose next step date is today or overdue.
  4. Post each owner one Slack message listing them.

Apps it connects

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