Triage every inbox in one pass and keep your contacts up to date
Email, Slack and WhatsApp in one list of what needs you, with each contact updated from your calls.
In the post: roughly doubled what he gets done.
- From Mike Murchison's post
- Runs every morning and every evening
- Freemium
Connect the apps here, then add the workflow. Kavela runs the workflow when you press Run until you clear it to run on its own.
The workflow
Exactly what will run, and the app each step works in. You can change any step before you add the workflow.
Every morning and every evening
- Gmail
Read new messages across email, Slack and WhatsApp.
In Gmail
List what needs you, with a drafted reply for each.
By your agents, in Kavela
- Granola
Update each contact with what was said on your calls.
In Granola
Work through the shared to do list overnight and report back.
By your agents, in Kavela
Customize
What should the workflow know about you?
How should each step be done?
Which other apps should the workflow use, and how?
Where should results go, and how should each message read?
Take the workflow further
Each app below adds a step. Turn one on to see the step in the workflow above; the app joins the setup.
Attio Free
Keeps each contact's record in your CRM
Sign in once
Google Calendar Free
Suggests times for the follow-ups
Sign in once
What to expect
A second agent checks every run against the workflow's checklist before the result reaches you.
- Small slips are fixed first
- A result close to passing is corrected before the check.
- A miss goes back
- A result missing a check goes back with the exact gap and is redone.
- Three tries, then you
- If the result still falls short after three tries, you get the work and what is missing.
Put the workflow to work.
Connect the apps here, then add the workflow. Kavela runs the workflow when you press Run until you clear it to run on its own.