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.
3 steps · skip on engagement > 30Engagement
0 / 100
Sequence state
Initial send
The loop
4 stepsWrite the rule
Ordered steps, each with an offset, subject, and body. Pick a reply mode.
Attach on send
Toggle the Followup caret in compose, or mark a rule isDefault for every send.
Steps schedule
pg-boss inserts all steps at once on their fire times — durable across deploys.
Each step decides
Worker re-checks engagement at fire time. Above threshold → skip. Reply → complete.
Spec
what you configureOrdered list, each with offset_hours, subject template, body template, optional condition.
REPLY_TO_LAST (natural flow), NEW_THREAD (fresh start each step), SAME_THREAD (in-thread nudge).
Engagement score (0–100) above which the step skips. Default 30. Set to 0 to ignore engagement.
When TRUE, attaches automatically to every tracked send for the workspace.
"+ 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
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