Keep track of contacts without forgetting who to follow up with.
Requests are collected in one place. Status stays clear, and you get a reminder when your input is needed.
Tell us about your processThe flow
How it works, step by step.
Incoming01
The request arrives by email or form.AI agent02
The necessary information is recorded.AI agent03
The contact gets a simple, understandable status.AI agent04
A reminder flags when to consider following up.You05
You personally decide if, when and how to follow up.Who it’s for
Professionals and small teams receiving contacts by email or form.
Tools involved
Gmail, Outlook, Google Sheets, forms and compatible CRMs.
The line we hold
No aggressive sequences or automatic mass commercial sending.
The problem
Requests arrive at different times, get lost among emails, and it becomes hard to remember who’s already had a reply.
The solution
We organize contacts in a compatible spreadsheet or CRM and set reminders based on the status of the request.
Frequently asked questions
Common questions about this automation.
Do I need to buy a CRM?
Not always. A well-organized spreadsheet can be enough for a simple process.
Do messages go out automatically?
The flow can simply flag when your input is needed.
Can I combine email and forms?
Yes, when the sources are accessible and compatible.
Let’s start here
Write to us Want to see how it would work for you?
Tell us about your current process and we’ll see together if it’s worth automating.