Monthly check-in with cold leads
On the first of each month, reads the cold leads of your Table (columns name, email, company, notes, status, last_contact_days), keeps those untouched for 60 days, and drafts a light check-in for the ones still relevant. The others are archived. Drafts only.
- By
- Loop & Roll team · Official
- Copied
- 0 times
- Steps
- 8
- Version
- 1 · 18 October 2026
- Requires
- Loop & Roll 1.0.0 or later
Workflow graph
How it works
-
1
First of the month at 9:00
trigger.schedule -
2
List cold leads
table.list -
3
For each lead
flow.loop -
4
Still worth a check-in?
ai.categorize -
5
Write the check-in
ai.compose -
6
Save the draft
mail.send -
7
Record the check-in
table.update -
8
Archive the lead
table.update
What you will fill in after import
Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.
- Tables to choose
- List cold leads · table Record the check-in · table Archive the lead · table
- Mailboxes to choose
- Save the draft · mailbox
- Connections to choose
- OpenAI · connection (llm_provider)
See also
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