Cross Industry Sales Outreach

Stale Quote Chaser

An agent that watches your quotes spreadsheet, flags every open quote that has gone 24+ hours without a customer reply, drafts a personalized WhatsApp follow-up referencing the quote details, and sends it under your sender name. Tracks which quotes have already been chased so the same client never gets pinged twice in the same cycle, caps follow-ups per quote, and logs every send back to the source so you can see status at a glance.

0 template uses · 2 catalog views

Agent snapshot

Built for cross industry work, not a generic template.

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template uses

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integrations used

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labels matched

Cross Industry Sales Outreach

Sample input

Build an agent to stale Quote Chaser. Use Google Sheets and WhatsApp Business. Focus on sales outreach. Return a ready-to-review result after each run.

Sample output

Twice a day, scans your quotes spreadsheet for quotes unanswered for 24+ hours and sends each client a friendly WhatsApp follow-up signed by your rep.

Workflow brief

Where Stale Quote Chaser fits in a cross industry automation system

Stale Quote Chaser is designed for a specific recurring job: an agent that watches your quotes spreadsheet, flags every open quote that has gone 24+ hours without a customer reply, drafts a personalized WhatsApp follow-up referencing the quote details, and sends it under your sender name. Tracks which quotes have already been chased so the same client never gets pinged twice in the same cycle, caps follow-ups per quote, and logs every send back to the source so you can see status at a glance. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.

A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.

In this setup Twin uses Google Sheets and WhatsApp Business as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.

What this agent automates

This run includes 7 concrete steps from the published agent data.

Signal 1 · 1

On schedule, open the configured quotes source and pull all open quote rows.

Signal 2 · 2

Compute time since each quote was sent; keep rows older than the stale threshold and not already chased in the current window.

Signal 3 · 3

For each remaining quote, generate a personalized message in the chosen tone using the quote details.

Signal 4 · 4

Send the message through the configured messaging channel to the client's number on file.

Signal 5 · 5

Update the quote row with last_chased_at, attempt count, and message preview.

Signal 6 · 6

Record each chased quote in the agent database to prevent duplicate sends.

Integrations used

Stale Quote Chaser connects Google Sheets and WhatsApp Business.

Google Sheets

Connected in this agent

WhatsApp Business

Connected in this agent

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Clone Stale Quote Chaser

Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your cross industry workflow.

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