What does this automation do?
A quote goes out, the flow waits several days, then checks the mailbox for a reply and raises a task if the thread went quiet.
What can you do with it?
- Notice the silence instead of assuming someone followed up
- Wait a real number of days without holding it in your head
- Turn an unanswered quote into a task with an owner
The Steps
This automation runs in 7 steps:
- When Microsoft Outlook — New Email
- Then Taskade AI — Ask Agent ("Follow-Up Writer")
- Then Microsoft Outlook — Send Email
- Then Delay — wait 3 days for a reply
- Then Microsoft Outlook — Find Email
- Then Filter — continue only when the quote is still unanswered
- Then Taskade — Add Task
What makes this different from a Zapier-style flow?
The "Follow-Up Writer" step is not a one-off model call. It is a Taskade AI agent that knows your offers, discount limits and standard next steps, remembers which follow-up wording earned a reply before, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by other automations.
Who is this automation for?
Built for sales teams whose deals die from silence rather than rejection. A quote goes out, the flow waits several days, then checks the mailbox for a reply and raises a task if the thread went quiet.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Email" from Microsoft Outlook.
- Add the action "Ask Agent" from Taskade AI. Point it at an agent called "Follow-Up Writer".
- Add the action "Send Email" from Microsoft Outlook.
- Add a Delay step: Delay — wait 3 days for a reply.
- Add the action "Find Email" from Microsoft Outlook.
- Add a Filter step: Filter — continue only when the quote is still unanswered.
- Add the action "Add Task" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.
