Lead follow-up reminder

When a lead has been “Contacted” for three days with no reply, the flow drafts a follow-up and reminds you to send it.

Intermediate · 5 steps

Goal

Stop good leads going cold because nobody remembered to follow up.

You will need

  • An Airtable base that tracks leads and a status field
  • A Make account
  • A Gmail account
  • A Telegram bot (optional)

Lead follow-up reminder

When a lead has been “Contacted” for three days with no reply, the flow drafts a follow-up and reminds you to send it.

Step 1 of 5 · Trigger

Lead “Contacted”

A scheduled run finds leads whose status has been “Contacted” for three days.

What you set up

Add a “Last contacted” date field and a view filtered to three days or older.

Watch for

Time zones in date fields can shift results by a day.

Setup steps

  1. Add the date and status fields

    Track when you last contacted each lead and whether they replied.

  2. Create the “needs follow-up” view

    Filter to Contacted, no reply, three days or older.

  3. Schedule the Make scenario

    Run it each morning on working days.

  4. Draft, do not send

    Create Gmail drafts so a person approves every message.

  5. Send one aggregated reminder

    List all leads in a single Telegram message with links.

  6. Mark follow-ups sent

    Update the status and date once you send, so leads do not repeat.

Test it before you rely on it

  • Create a lead dated four days ago and run the scenario.
  • Confirm a replied lead is excluded.
  • Run twice and confirm no duplicate drafts.

Caveats

  • Automated outreach can breach anti-spam rules in some regions. This flow only prepares drafts for a person to send.
  • AI drafts can be wrong or off-tone. Always review.