Use case · Sales
Follow up on unanswered quotes
Spot pending quotes and get a personalised follow-up draft for each one.
15 min
The request
In the Quotes 2026 spreadsheet in the Sales project, list the quotes sent more than fifteen days ago that are still unanswered. For each one, write a short, personalised follow-up draft based on the matching PDF quote, mentioning its validity date. Do not send them, I want to review them first.
What Learnya does
- Filters the spreadsheet for quotes older than fifteen days with no reply.
- Reads each PDF quote to find its subject and validity date.
- Writes one follow-up draft per quote in your connected mailbox.
- Lists the drafts in the conversation for your review.