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Follow up on quotes and classify client replies with Google Sheets, Gmail and Claude

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Created by: nexum || nexum
nexum

Last update

Last update 9 hours ago

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Quick overview

This workflow runs Mon–Thu at 9:00 AM to read quote records from Google Sheets, send automated follow-up emails through Gmail at 3 and 7 days based on quote status and date, and mark quotes as Abandoned after 14 days.

How it works

  1. Runs on a schedule every Monday through Thursday at 09:00.
  2. Loads the Google Sheets URL configuration and reads all quote rows from the spreadsheet.
  3. Filters rows where Status is Sent and the Date equals today minus 3 days, then sends a Gmail follow-up email and updates the row Status to Followed Up D+3 in Google Sheets.
  4. Filters rows where Status is Followed Up D+3 and the Date equals today minus 7 days, then sends a Gmail follow-up email and updates the row Status to Followed Up D+7 in Google Sheets.
  5. Filters rows where Status is Followed Up D+7 and the Date equals today minus 14 days, then updates the row Status to Abandoned in Google Sheets.

Setup

  1. Connect Google Sheets OAuth2 credentials with access to the spreadsheet used to store your quotes.
  2. Connect Gmail OAuth2 credentials for the mailbox you want to send follow-ups from.
  3. Replace the sheetUrl value with your Google Sheets URL and ensure the target sheet (ID 0) includes a row_number field plus the Date, Status, Name, Email, Quote, and Amount columns used in the workflow.

Additional info

This template is part of the Invoice & Cash Flow Kit (5 workflows): invoice follow-ups, quote follow-ups, daily sales summary, AI weekly business report and weekly KPI dashboard, each with a step-by-step setup guide.