The moment your proposal goes out, a timed follow-up sequence starts — a check-in, a value reminder, a final nudge — and stops the instant the client replies, opens repeatedly, or signs. No manual chasing, no dropped deals.
The Taskade Genesis Sales Pipeline Workflow (try it live below) shows you the full follow-up stack in action: proposals tracked on a Board, follow-ups logged, and deal status updated in real time. Click "Use this app" to clone and own a running copy.
The loop is activated the moment you send. Sending the proposal triggers the sequence inside a durable automation that survives across days and weekends: a gentle first check-in on the schedule you set, a value-reinforcing second touch if there's no reply, and a final nudge before the deal goes cold. The instant the client responds, opens the proposal repeatedly, or signs, a trigger pulls that event in and the chase stops cleanly — no over-messaging, no awkward follow-up after the client has already replied.
The embedded AI agent writes each follow-up fresh. With 33 built-in tools and persistent memory of every deal in your pipeline, it knows what was said in the proposal, how warm the lead is, and what the previous follow-up covered — so each message reads like a thoughtful, personalized touch, not a canned sequence. The agent adapts tone based on how the client has engaged so far.
The Relationship field keeps every follow-up linked to the right contact, deal, and proposal — view open proposals on a Board by follow-up stage, a Calendar of scheduled touches, or a Table with open rate and reply data across your whole pipeline. Seven project views on one dataset, no rebuild required.
100+ bidirectional integrations give the loop full context: Gmail or email open events pull in as triggers; Slack pushes a deal-advanced notification to your team when a client replies; HubSpot deals update automatically when a proposal moves to "Signed." Built-in reliable, always-on automation means the timed sequence survives across days, weekends, and system restarts, so the timing never slips.
Workspace DNA runs the persistence layer: Memory tracks exactly which follow-up each deal is on and what was said before, Intelligence drafts the next contextual message, and Execution fires the reliable, survivable timer. Clone-and-own the whole sequence — no per-email fees, no seat tax for your team to review and override.
Pair with the Brief to Tailored Proposal Generator to start the loop the moment a proposal is assembled, or the RFP Response Drafting Assistant for complex multi-step bids. Browse automation templates, explore the Community Gallery, or read Learn: Scheduled automations.
Common questions
How does the automation know when to stop chasing?
The sequence listens for reply events (email reply webhook), repeated opens above a threshold, or a status change in your CRM. Any of these triggers ends the chase and advances the deal. You configure the thresholds when you clone.
Can I customize the follow-up schedule and message count?
Yes. The schedule (Day 2, Day 5, Day 10), number of touches, and the conditions that end the sequence are all configurable in the automation settings after you clone.
Does the agent actually write new copy each time, or does it swap variables?
It drafts each message fresh using the deal context stored in Workspace Memory — proposal contents, client industry, previous messages sent. Each follow-up is genuinely distinct, not a template with names swapped in.