Workflow & Automation
Follow-up shouldn't depend on memory.
Turn the next step into work with an owner, a due date and a source, so nothing stalls in a private chat.
01 Follow-up tasks
Every follow-up has an owner and a due date.
It is clear who owns each item, when it is due and which customer it came from.
Related capabilities
Follow-up tasks
Follow-ups with an owner, a due date and a link back to the customer.
Follow-up from a conversation
Create follow-up work straight from a conversation.
02 Repeated steps
Repeated steps are worth mapping first.
Which of them suit automation depends on how your work actually runs.
Related capabilities
Workflow automation
Follow-up tasks and reminders are created automatically from due dates and customer activity.
Start with the step that slips most often.
Start with the next step that is easiest to miss and explore how tasks and follow-ups can be organised.