When
Every 15 minutes, check the Deals table of the Airtable base id you choose in setup for emails queued on a deal row.
Workflow starter brief
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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Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
Then
- Send each queued email from Gmail, using the linked Companies and Contacts rows for names.
- Clear the queue field and write Sent with the date so that row is not emailed twice.
- Every day at 09:00 AM UTC, find each owner's deals whose next step date is today or overdue.
- Post each owner one Slack message listing them.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
AirtableRelated templates
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.
Acknowledge contact form leads within minutes
Logs each contact form submission, sends an acknowledgement within minutes, and alerts the on-duty rep in Slack.
Surface media opportunities from your inbox
Summarizes each incoming media request email with its ask and deadline and posts it to the team channel.
Run a three-step sequence from a prospect list
Sends the next email in your three-step sequence to each prospect and stops when they reply.
Agents should build your automations, not be them
Describe your first workflow in plain words. One stays live for free, no credit card.
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