Email follow-ups

Follow-up reminders for every request

Every request in Gmail or Outlook gets one line saying what to do next and how long it has waited. When someone goes quiet for two working days, the nudge is drafted for you.

Gmail Outlook

You owe4Waiting on3Done2

Lumen StudioDraft ready
Send the desk quote
Juniper CaféDraft ready
Send the price for 20 bar stools
Orbit Coffee
Confirm the delivery date
Wren Dental
Book a showroom visit

Quote for 12 standing desksQT-2041Asked 3 days ago

Draft to Lena, ready to send.

Open in Gmail

Hi Lena,

The 12 desks are $480 each, delivered in two weeks.

Maya

Checklist

Everything received.

Conversation

Lena, Mon. Asked for a quote.

Gmail
Outlook

Reminders you don't have to set

Quote for 12 standing desksAdded to You owe

Added as it arrives

When a request lands in Gmail or Outlook, its line is already on the list.

Re: QT-2041: go aheadMoved to Done

Closed when it's done

A reply that settles it moves the line to Done. You don't have to tick it.

Nudge in DraftsSend

Nothing sent without you

Nudges wait in your drafts until you send them, and InboxPilot never adds labels to your inbox.

Features

Every request becomes a next step

When an email asks for something, it goes on You owe as one plain line saying what to do and for whom. Shared mailboxes work the same way.

Lena Park9:12 AM

Quote for 12 standing desks

Could you send a quote for 12 standing desks for our new studio?

You owe1Waiting onDone

Lumen StudioDraft ready
Send the desk quote

It knows what each job still needs

A furniture quote can't go out without the model, the quantity and where it's delivered. InboxPilot learns that list from your own mail. The next step names what to ask for, and each item ticks off when the answer or attachment comes in.

Quote for 80 event chairsQT-2056Asked today

Checklist

2 of 4 received.

Chair model(received)
Quantity(received)
Fabric colour(missing)
Delivery address(missing)

Next steps

Brightline Events to send the fabric colour and delivery address.

Replies and revisions stay on one job

A revision or a forwarded copy that carries the same reference number lands on the job it belongs to. Where there's no number, the family or student it's about links the emails.

QT-2041: standing desks
Re: QT-2041: delivery to the 4th floor
Fwd: QT-2041 from our office manager

Quote for 12 standing desksLumen Studio · 3 emails

Nudges drafted after two quiet days

When someone has owed you an answer for two working days, a short nudge waits in your drafts. Nothing sends unless you send it. If they reply first, the line closes.

You owe4Waiting on3Done2