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Workflow template

Run your lead tracker emails and reminders

Sends the stage-appropriate email queued on each Airtable lead and nudges the owner when a lead goes stale.

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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 Airtable base and table ids you choose in setup for rows with an email queued in the Send column, skipping rows already marked Sent.

Then

  1. Send that stage's email from Gmail.
  2. Clear the Send column and write Sent with the date.
  3. Every day at 09:00 AM UTC, find rows whose last touch date is more than seven days old.
  4. Post that list to the owner in Slack so nothing goes stale.

Apps it connects

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