Chase leads nobody has picked up and nurture the not-yet-ready
Reminds the rep, then a manager, when a routed lead sits unclaimed, and posts a nurture message whenever a not-yet-ready lead is due one.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Google SheetsRead rowsReads the 'Ledger' tab for routed and nurture leads that nobody has claimed and whose next step is due.
For each
rowIf
decisionis “route” andminutesOverdueis more than 0- 2Google SheetsUpdate rowRecords the lead's new step, touches sent and next check time on its Ledger row, before any message goes out.
- 3SlackSend messagePosts the rep's reminder, the manager's escalation or the offer to anyone, plus each nurture message that is due.
- 2
If
decisionis “nurture”- 4AnthropicGenerate model responseAsks the AI to write each nurture message from what the lead first said, offering something useful, not a check-in.
- 5Google SheetsUpdate row
- 6SlackSend message
If
replyModeis “draft” andleadEmailis not empty- 7GmailCreate draftSaves each nurture message as a Gmail draft to the lead if you have chosen to draft as well as post.
- 7
- 4
How it works
What happens on each run, in plain English.
Every 15 minutes, the 'Ledger' tab that 'Route every new sales enquiry to the right rep' writes is checked for leads nobody has claimed. Once a routed lead passes its reply deadline, its rep is reminded in Slack; 30 minutes later a manager is told, and 30 minutes after that it is offered to anyone who wants it, which is the last reminder. Every reminder says how to claim the lead: type the time in its 'Claimed At' cell. Leads parked for nurture because they were not ready get up to five nurture messages, 0, 4, 8, 15 and 22 days after they enquired, each written by AI from what they originally said and posted in Slack for a person to send.
Each step is written to the lead's Ledger row before its message goes out, so no lead hears the same step twice, and after the last step it is left alone; a filled 'Claimed At' cell stops everything for that lead. Only the cells it changes are written, so nothing a rep types is overwritten. If a row cannot be updated, the AI fails or Slack cannot be reached, the run is marked failed and names the leads.
You need the routing workflow and its spreadsheet in place, Google Sheets, Slack and Anthropic connected (and Gmail if nurture messages should also be saved as drafts), and the spreadsheet link and Slack channel filled in. A manager's Slack member ID is optional.
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