AI-Agents for Follow Up working with Podio
Open overdue agreement tasks, return incomplete supplier forms. Every one is ready to run, and you can adjust it in plain language.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
15 toolsYour mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
15 toolsYour mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
12 toolsYour marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
12 toolsYour Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.
6 toolsYour support rep gets a reply draft in the customer's conversation, grounded in the order and the replacement rules you choose.
34 toolsSee verified leads and tailored messages in your paused campaign, ready for review before outreach begins.
22 toolsYour event reminder texts are scheduled for the time you choose, with delivery results and registrations needing attention in one list.
8 toolsYour follow-up texts are scheduled for the time you choose, and the contact shows what went out or why a text was held.
Get a refund reply ready for your review, grounded in the customer's email, purchase history, and the refund terms you provide.
19 toolsLate internal signatures become follow-up tasks for your procurement owners, so supplier-signed agreements keep moving.
Your welcome queue gets confirmed signup addresses, while a daily report shows you which signups need review.
4 tools
