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Workflow starter brief

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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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.

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.

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.

Runtime limits, account access and AI usage

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