Elite Mail Suite Docs
Outreach and automation

Workflows, reminders, and scheduled sends

Use the priority inbox, conditional follow-ups, scheduled queue, and automation history.

Workflows turns available independent cloud and Outlook events into a focused action list. Gmail mailbox history and replies remain local. Its summary shows Hot now, Revived, Replies, Follow-ups, and Scheduled counts.

Priority inbox

Conversation priority lists subject/recipient, engagement stage, opens, clicks, replies, and last activity. Use it to decide where personal attention is most useful.

  • Mute 7 days suppresses conversation notifications temporarily.
  • Unmute restores them.
  • Stop tracking ends future tracking and cancels pending reminders for the message after confirmation. Historical events remain.

“Hot” and “revived” are behavioral workflow labels, not proof of purchase intent. Review the underlying events and relationship context.

Conditional follow-ups

Reminders are created from supported compose or conversation controls with a due condition, such as not opened or no reply. The Reminders view shows subject, condition, due time, and state.

Snooze moves an eligible reminder one day forward. Cancel prevents it from firing. A reminder does not itself send an email unless it belongs to a separate configured campaign/automation path.

Scheduled sends

Gmail outbox supports independently authored messages with attachments up to 10 MB each and 20 MB total. Keep the saved exact request for retries. If a send is unconfirmed, check Gmail before explicitly choosing a new send. Scheduled sends show provider, scheduled time, status, and the most recent error. Cancel an unsent item when plans change. Scheduling depends on the connected provider/queue; the recipient's time zone is not automatically inferred unless explicitly used by that workflow.

Activity

Workflow activity records hot-interest, revival, reply, reminder, and scheduling events. Use it to audit why a conversation entered a workflow state.

Limits and safeguards

Privacy proxies and scanners should not trigger likely-human workflow actions. Provider outages or revoked access can delay/fail scheduled work. Outlook follow-ups can stop on detected replies and bounces. Fresh multi-step Gmail sequences require explicit gmail_send_only_acknowledged=true, reply/bounce stops disabled, and available open/click conditions. They WILL NOT automatically stop on replies or bounces. Opt-outs and suppression remain enforced. Gmail cloud provider drafts and in-thread reply-aware follow-ups are unavailable; use a fresh outbox message or the approved native client.