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Sales

Streamline Lead Follow-Ups with Caret’s New Workflow Scheduling

Discover how Caret AI's workflow scheduling feature automates lead follow-ups and keeps your sales pipeline moving.

Keeping track of lead follow-ups can be overwhelming, especially when juggling multiple statuses and timelines. Caret AI’s new workflow scheduling feature is here to simplify the process, ensuring no lead falls through the cracks. Let’s dive into how this powerful tool works and why it’s a game-changer for sales teams.

Automating Lead Follow-Up Summaries

Imagine this: you have a table of leads in Airtable, complete with contact information, statuses (hot, warm, cold), next steps, and the last date of contact. Instead of manually checking who needs follow-ups, Caret automates the entire process by generating a daily email summary based on your specific conditions.

Here’s How It Works:

  1. Define Your Workflow Intent: Start by selecting the “Summarize” intent in Caret.
  2. Connect Your Airtable Table: Link your leads table to the workflow.
  3. Set Follow-Up Rules: Specify conditions like:
    • Hot leads: Reminders for no contact in 3 days.
    • Warm leads: Reminders after 5 days.
    • Cold leads: Reminders after 2 weeks.
  4. Schedule the Workflow: Use natural language to set a schedule. For example, “Every day at 3:39 p.m.” Caret parses this and ensures your workflow runs automatically.
  5. Receive Daily Summaries: Get a clear, filtered email with the follow-ups you need to prioritize.

Why Caret’s Workflow Scheduling Stands Out

  • Saves Time: Automate repetitive tasks like tracking lead statuses and follow-ups.
  • Customizable: Tailor workflows to your specific sales pipeline needs.
  • Natural Language Simplicity: No coding required—just describe your schedule in plain English.
  • Stay Organized: Keep your inbox updated with actionable insights, reducing manual oversight.

See It in Action

In the demo, a workflow was set up to deliver a daily email summary of leads requiring follow-ups based on their status and last contact date. The workflow was scheduled at 3:39 p.m. daily, and Caret successfully generated a summary email with the filtered list of follow-ups.

Check out the full demo here to see how easy it is to streamline your sales process.

Ready to Transform Your Workflow?

Caret AI’s workflow scheduling takes the hassle out of lead management, freeing you to focus on closing deals. Try it today and experience the productivity boost firsthand!