AI WorkflowsCategoriesSales

📨 Estimate Sent Follow Up with AI

Chase a sent estimate on a timed sequence until the customer approves, declines, or asks for a change, then stop on its own.

UNIT · TASKADE.FLOW3 STEPS

How this flow runs

When

When a task is due

Taskade

Then 1

Agent

Approvals Reviewer

Ask an agent · Taskade AI

Knows
your approval thresholds and owners
Remembers
every request it has decided

Then 2

Send an email

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

Estimate Sent Follow Up Wire it to a live Taskade Genesis kit and your existing form or inbox.

What's Included

  • Trigger on the right intake or status change
  • Actions that notify owners or create records
  • Handoff into a living kit you own

How To Use

  1. Open the live embed on this page.
  2. Clone into your workspace from Taskade Genesis.
  3. Replace sample data with your real jobs or clients.
  4. Connect related kits: generate or templates, automate.

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