Agent · Followup

Sequenced follow-ups that stop on engagement.

A multi-step sequence per recipient. The next step skips when engagement crosses your threshold — or when they reply.

Sequence
3 steps · skip on engagement > 30
threshold
Send0
Step 1+3d
Step 2+7d
Step 3+14d

Engagement

0 / 100

Sequence state

Initial send

The loop

4 steps
01

Write the rule

Ordered steps, each with an offset, subject, and body. Pick a reply mode.

02

Attach on send

Toggle the Followup caret in compose, or mark a rule isDefault for every send.

03

Steps schedule

pg-boss inserts all steps at once on their fire times — durable across deploys.

04

Each step decides

Worker re-checks engagement at fire time. Above threshold → skip. Reply → complete.

Spec

what you configure
Steps

Ordered list, each with offset_hours, subject template, body template, optional condition.

Reply mode

REPLY_TO_LAST (natural flow), NEW_THREAD (fresh start each step), SAME_THREAD (in-thread nudge).

Threshold

Engagement score (0–100) above which the step skips. Default 30. Set to 0 to ignore engagement.

isDefault

When TRUE, attaches automatically to every tracked send for the workspace.

Untracked

"+ Follow up this thread" creates a Watch + Reminder chain; sends via Gmail API when reminder fires.

In practice

Cold investor outreach

+3d / +7d / +14d. Open the deck (engagement > 30) → remaining steps quietly drop.

Renewal reminders

+14d / +30d before renewal date. Auto-skip if customer has already replied.

Bug-report ack

Single step at +24h: "still looking into it." Skips if already replied.

Untracked thread

Reply from your phone (no tracking) → +3d reminder → sends followup via Gmail API.

Composes with

Try Followup free

100 tracked emails + 100 actions per month. Free forever.

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