Use “Apply approved CRM deal update from reply” in Recued. It carries out the named workflow using the connections and settings you choose.
Apply approved CRM deal update from reply
Use “Apply approved CRM deal update from reply” in Recued. It carries out the named workflow using the connections and settings you choose.
Complete workflow
Outbound Follow-Up Loop
13 pinned recipes
Use Outbound Follow-Up Loop in Recued for solo, cold start, email, and mail. It includes 9 ready-to-run workflows and 2 related packs in one install.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Outbound follow-up queue” in Recued. It provides a read-only outbound follow-up queue for a one-person company.
Use “Draft follow-ups on silent threads” in Recued. It provides a read-only Email/Outbox workflow.
Use “Batch approve follow-up sends” in Recued. Action workflow over Email/Outbox. Scans likely silent outbound threads, drafts plain-text follow-ups, then sends the selected batch through the mail-send kernel ingredient. Changes remain behind Recued's approval controls.
Use “Outbound follow-up pressure producer” in Recued. Silent auto-run (hourly) producer for the outbound follow-up loop.
Use “Watch outbound follow-up replies” in Recued. Reactive reply-side of the outbound follow-up loop.
Show all 13 recipes
Use “Refresh follow-up watch on owner sends” in Recued. Reactive outbound mirror of outbound-follow-up-response-watcher.
Use “Propose follow-up reply conversion options” in Recued. Neutral detection recipe for the outbound follow-up loop.
Use “Schedule an approved meeting hold” in Recued. It carries out the named workflow using the connections and settings you choose.
Use “Create an approved follow-up task” in Recued. It carries out the named workflow using the connections and settings you choose.
Use “Create an approved follow-up insight note” in Recued. It carries out the named workflow using the connections and settings you choose.
Use “Create an approved follow-up commitment” in Recued. It carries out the named workflow using the connections and settings you choose.
Use “Reap completed follow-up conversion proposals” in Recued. It carries out the named workflow using the connections and settings you choose.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Data fetch
proposals
?
watch_rows
?
▼
Process (35 steps)
proposals_family
filter
Filter by condition
pending_proposals
filter
Filter by condition
has_target
compare
Check if setting proposal thread key has data
targeted_proposals
filter
Filter by condition
skip: step.has_target not_equal true
selected_pool
ternary
Apply ternary
candidate_proposals
slice
Take a subset of
pending_count
count
Count items in pending proposals
has_candidate
compare
Check if candidate proposals has data
defaults
defaults
Apply defaults
configured_crm_connection
default
Apply default
defaults_2
defaults
Apply defaults
crm_deal_next_step
trim
Trim whitespace from crm deal next step raw
defaults_3
defaults
Apply defaults
source_rows
filter
Filter by condition
has_source_row
compare
Check if source rows has data
defaults_4
defaults
Apply defaults
has_configured_crm_connection
compare
Check if configured crm connection has data
has_crm_connection
compare
Check if crm connection has data
connection_matches_proposal
compare
Check if configured crm connection equals crm connection
connection_matches_source
compare
Check if source crm connection equals crm connection
has_crm_deal_id
compare
Check if crm deal id has data
source_deal_matches_proposal
compare
Check if source crm deal id equals crm deal id
has_next_step
compare
Check if crm deal next step has data
has_response_record
compare
Check if response record id has data
skip_update
any
Check if any of the conditions are true
deal_updated
?
skip: step.skip_update equal true
has_updated_deal
compare
Check if deal updated id has data
skip_finalize
any
Check if any of the conditions are true
mark_proposal_updated
?
skip: step.skip_finalize equal true
write_converted_state
?
skip: step.skip_finalize equal true
link_deal_to_reply_mail
?
skip: step.skip_finalize equal true
has_prior_mail_record
compare
Check if prior mail record id has data
skip_source_link
any
Check if any of the conditions are true
link_deal_to_source_mail
?
skip: step.skip_source_link equal true
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
crm
setting
=
proposal thread key
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.