All automations
Sent → Followed up
Quote & proposal follow-up
We build a follow-up sequence that tracks proposals you have sent and, when one goes quiet, drafts a staged reminder in your tone for review. It keeps deals moving without anyone having to remember to chase — and it always leaves the send to a person.
Built on requestIncluded from GrowthOutlookMicrosoft GraphAzure FunctionsLogic Apps
Trigger
A quote or proposal is sent and goes quiet
What we make happen
A staged, automatically drafted follow-up sequence keeps it warm until there is an answer
How we deliver it
- 1
We agree the cadence and tone of the follow-up sequence.
- 2
We point it at your sent proposals.
- 3
ID360 assistant drafts each stage; nothing is sent without review.
- 4
We measure reply rates and tune the sequence with you.
Built for you, not running yet
This one is not yet running on our platform. We design and build it for your tenant as part of your plan: we scope it on a call, agree what it does and what it must not do, and give you a go-live date before any work starts.
This is a managed service, not off-the-shelf software. We build the Microsoft Graph and Azure implementation for your tenant during onboarding and run it against the permissions listed in our terms. Review recorded automated runs in your Microsoft 365 activity view. Coverage is partial, not a record of every access or a complete cross-product audit trail. See how it fits together.
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Want this running on your inbox?
Choose a management plan to begin onboarding. We will review the fit and agree an estimated setup timeline based on scope, Microsoft licensing, admin access, and DNS readiness. This is not a guaranteed go-live date.
Choose a management plan