Quote sent: nudge at day 3, approved reminder at day 10
Your CRM calls a webhook (email, name, quote_ref, amount) when a quote goes out. A gentle draft follows at day 3, then at day 10 a last reminder that is sent only after your approval. An email from the prospect mentioning the quote ends the chase.
- By
- Loop & Roll team · Official
- Copied
- 0 times
- Steps
- 12
- Version
- 1 · 18 October 2026
- Requires
- Loop & Roll 1.0.0 or later
Workflow graph
How it works
-
1
Quote sent
trigger.webhook -
2
Wait 3 days
flow.wait -
3
Write the gentle nudge
ai.compose -
4
Save the nudge as a draft
mail.send -
5
Wait 7 more days
flow.wait -
6
Write the last reminder
ai.compose -
7
Approve the last reminder
flow.approval -
8
Send the reminder
mail.send -
9
Chase ended
flow.stop -
10
Prospect replies about a quote
trigger.email -
11
Find the quote reference
ai.extract -
12
End the chase
flow.signal
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.
- Mailboxes to choose
- Save the nudge as a draft · mailbox Send the reminder · mailbox
- Connections to choose
- OpenAI · connection (llm_provider)
See also
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