My goal is to create an intelligent and automated follow-up cadence for clients who have been in activation for more than 8 weeks, sending follow-ups via Email and WhatsApp.
I managed to successfully send emails using OpenAI for a list of clients from a spreadsheet.
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After the email is sent, if the client doesn’t reply or book a meeting (through the Calendly link included in the email) within 2 days, a WhatsApp message should be sent.
I’m currently stuck on the step where I need to check whether the emails sent 2 days ago have received a response from the client. If not, continue the flow. I’ve seen this tutorial, but I was not able to make it work.
Can anyone help me with this?
Hey Fernanda,
which part did you get stuck on? Can you share some screenshots of the setup so far and the issues you are facing?
Sure! I got stuck in this part: check whether the emails sent 2 days ago have received a response from the client or not.
- If yes > stop the flow.
- If not > we will continue the flow.
The first step:
The second step (the one I’m stuck):
I think it would be better to watch for incoming emails and when one is received, tag it in the google sheet as such. You can setup a mailhook so you get instant triggers and then search the sheet if the email address matches. This should make the flow more straightforward and depending on the amount of responses you are getting, could cost less operations overall.
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