Each quiet quote has one accepted follow-up and a dated next step on the deal.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
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Function notes: Follow-ups, proposals, and the handoff between a useful conversation and a filed next step.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
AI tool
Use Claude to follow up a quote that has gone quiet
Each quiet quote has one accepted follow-up and a dated next step on the deal.
Time: About half a day for the first run.
Difficulty: Easy
Tools: Pipedrive, Claude
A quote goes out and then nothing happens. The follow-up depends on whoever remembers the deal.
Each quiet quote has one accepted follow-up and a dated next step on the deal.
A stale deal, then a draft, then an updated record.
Public outline. Setup, settings, and prompts are on the full specification.
Trigger · Pipedrive
A deal has had no activity for the number of days you choose Nothing is sent yet.
Action · Claude
A draft is made from the quote note and the last activity date. A person reads it before it goes anywhere.
Check · Pipedrive
A person keeps the accepted text on the deal.
First setup: About half a day for the first run.
After it is running: The retyping of the same note each week, once the source stays tidy.
These are planning ranges, not a measurement of your business. They are not a promise of time saved, and they are not a quote for implementation.
Industries: Professional services, Trades and field services. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.
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