Agent · Followup

Sequenced follow-ups that stop on engagement.

A multi-step sequence per recipient. The next step is skipped the moment they open, reopen, or click — or when they reply.

Sequence
3 steps · skip when opened
Send0
Step 1+3d
Step 2+7d
Step 3+14d

Opened

not yet

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 at fire time: has the recipient opened, reopened, or clicked since send? Any of those → 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).

Stop triggers

Pick which raw facts stop the sequence: opened, reopened, clicked a link, or replied. No numeric threshold to tune — the event either happened or it didn't.

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 → 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.

Get started