Choose how much to automate.
Some conversations need a reminder. Others need a draft waiting for you or a follow-up you’ve already authorized. Choose the action that fits the relationship.
Good conversations deserve a next step.
Keep proposals, client requests, and important conversations moving. Set up the follow-up, review what needs your attention, and see what’s complete.
Workflows are included in Pro and Team.
Activity signals
Follow-ups
Your inbox
Documents
E-signatures
A proposal sent. A next step already planned.
Choose the conversation, write the follow-up, and set the waiting period. Elite checks the configured conditions and brings the next action back when it’s due.
Explore workflow examples- Proposal follow-up dueMaya hasn't replied in 3 business days.Earlier
Know what’s done and what still needs you.
Keep documents, signatures, and checklist steps with the client’s next actions. A page view is useful context. A reply, completed signature, or confirmed checklist item tells you something different.
Maya Chen[email protected]
Jordan Lee[email protected]Agreement completedFinal PDF and audit record saved together.
Start with the work in front of you.
Proposal follow-up
Wait for the chosen number of business days, prepare the message, and stop on a detected reply or completed linked signature.
Client onboarding
Collect the documents, details, and acknowledgements you need to start. Review completed items and follow up on what’s missing.
Candidate coordination
Keep interview documents and agreed next steps together. Track explicit responses and hand the next step to the recruiter.
Campaign review
Check the audience and content before launch, then inspect delivery and replies. Sending follows the campaign’s review process.
Client check-in
Choose a relationship date and prepare a personal check-in with the context of your existing conversation.
Your own process
Start with a checklist or create a rule for a reminder, draft, or follow-up. Choose its conditions and timing.
A few things to know.
No. A reminder brings the conversation back to your attention. Drafts and automatic follow-up sends are separate actions that you configure.
Make room for the work ahead.
Workflows are included in Pro and Team.
