One quote follow-up draft in Gmail by Flowpaja
One quote follow-up draft in Gmail by Flowpaja
Apps used in template
About
Flowpaja created this template. It creates one Gmail draft for each quote with no reply 7 days after you sent it. It never sends email; you review and send each draft.
How it works: once a day, Google Sheets "Search Rows" reads your quotes list. A filter keeps rows where Replied is not ticked, Draft Created is empty, Client Email is filled in and Sent Date is 7 to 13 days ago. Gmail "Create a Draft" writes a short follow-up. "Update a Row" then dates Draft Created, so a quote never gets a second draft.
Apps: Google Sheets and Gmail.
Sheet columns (row 1): Quote ID, Client Name, Client Email, Project, Sent Date (formatted YYYY-MM-DD), Replied (checkbox), Draft Created (leave empty).
Setup:
- Copy the example sheet (or add the columns).
- Connect Google Sheets and pick the spreadsheet and tab.
- Connect Gmail and edit the subject and draft text.
- Click Run once, check your Gmail Drafts folder, then schedule it daily (e.g. 09:00).
- Tick Replied when a client answers.
Credits: 1 per daily run, plus 2 per draft (draft + sheet update).
Limits: it does not read your inbox; you tick Replied. Other date formats are skipped. Reads up to 200 rows.
Example sheet and setup guide: https://flowpaja.com/templates/quote-follow-up-free/ Paid version (drafts on day 3, 7 and 14): https://flowpaja.gumroad.com/l/quote-follow-up-make-template?utm_source=flowpaja.com&utm_medium=make_template&utm_campaign=lite_b Flowpaja is independent of Make and Google.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.
Appends a new row to the bottom of the table.
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Appends multiple rows to the bottom of the table.
Updates multiple rows.
Clears a specified range of values from a spreadsheet.
Clears a specific cell.
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Copies a sheet to another spreadsheet.
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Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
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Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
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