Feb '25 • 🤖 Use Cases
Automating Follow-Ups: Capturing Conversations and Scheduling Reminders with One Click
Hey guys ! I’m looking to automate follow-ups across Gmail, LinkedIn, and WhatsApp. Ideally, I want a system where, with one click, I can schedule a reminder to a specific date if I don’t get a response. It should automatically capture the recipient’s name, platform, and conversation link, then let me select a follow-up date.
On the scheduled date, a calendar event is created at 7:45 AM with a list of people to recontact, including links to the conversations so I can just click on the link to access the LinkedIn conv for example. Their details should also be sent to the CRM for tracking.
Has anyone set up something similar? How would you approach this?
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Automating Follow-Ups: Capturing Conversations and Scheduling Reminders with One Click
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