firstpromptWorkflow
Your plan

SalesWorkflowSafe version

Follow up on every open quote, automatically

You saidFollowing up on quotes4 h a week

Each weekday morning Claude finds the quotes with no answer, drafts a short follow-up for each, reads the replies that came in, and tells you which deals moved.

Every weekdayEmail, CRM, Sheets

The prompt
  1. 1
    Every weekday at 8:00, go through the open-quotes export from our CRM in my Drive.your CRM
  2. 2
     
  3. 3
    1. List every quote with no reply from the customer for 5 working days or more.
  4. 4
    2. For each one, draft a short, polite follow-up in my email, in the language of the original thread, asking where the quote stands. Save it as a draft. Do not send anything.Taken out by a company rule: 2. For each one, draft a short, polite follow-up in my email, in the language of the original thread, asking where the quote stands. Save it as a draft. Do not send anything.2. For each one, draft a short, polite follow-up in my email, in the language of the original thread, asking where the quote stands. Refer to the quote only by its reference number and date. Never write a price, a cost or a technical detail, and do not open attachments. Save it as a draft. Do not send anything.safe version
  5. 5
    3. Read the customer replies that came in since yesterday and say what each one means for the deal: nominated, target price given, technical details agreed, lost, or no change.Taken out by a company rule: 3. Read the customer replies that came in since yesterday and say what each one means for the deal: nominated, target price given, technical details agreed, lost, or no change.3. Read the customer replies that came in since yesterday and say what each one means for the deal: nominated, target price given, technical details agreed, lost, or no change. Leave out any amounts.safe version
  6. 6
    4. Give me one table: customer, quote reference, days waiting, what happened, suggested next stage. Deals that need me today go at the top.
  7. 7
     
  8. 8
    Company rule: never put technical drawings or prices into this task. If an email or file contains them, skip that part and tell me.company rule

Kept out of AI

Technical drawingsPrices

Safe version. Works from the quote's reference number and date only. Prices and drawings stay out of every draft and every summary.

Set it up

4 steps
  1. 01Connect your email under Customize Connectors, plus Google Drive, where you save the CRM's open-quotes export each morning.
  2. 02Type /schedule, paste this workflow's prompt and pick Weekdays at 8:00.
  3. 03For the first week, read every draft before it goes. Claude only drafts; you send.
  4. 04It runs while your computer is on and Claude is open. A morning it was off is skipped, not queued.

What you get

A morning list: follow-ups drafted and waiting for your OK, replies read, and the stage each deal should move to.

On FirstPrompt, your manager sees: running or not. Never this text.

Learn how

  • Connectors and automation
Sample