Follow up automatically when a deal stalls
No enquiry gets forgotten any more.
The problem
Quotes are sent and then forgotten. Anyone who doesn’t follow up loses orders that were almost won.
Every morning, n8n looks for deals where nothing has happened for a set period.
A task is created for the person responsible for each deal.
An AI writes a short, personal follow-up draft based on the latest notes.
The person responsible reviews it, adjusts it and sends it.
What matters when building it
A workflow is only finished once the special cases have been considered. These are the typical pitfalls, and this is how we solve them.
- Too many remindersEach deal gets at most one reminder per week.
- Wrong toneThe AI only writes drafts; a person always does the sending.
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Every enquiry lands in Pipedrive as a deal straight away, with a confirmation sent.
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Industry, website and size are added before sales picks up the phone.
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Create a quote straight from the deal
One click in Pipedrive, and the quote is ready as a PDF.
The time given is a typical guide. What is possible for you, we clarify in the initial call.
