Set follow-up rules once: reminders stop when they reply
Sarah Mitchell
Client
Atlas
AI Assistant
Rules set once. Ping after 48h, again at 72h, stop on reply. No mental tracking.
Problem Context
Agreements stall because follow-up is not managed as a process. Manual follow-up tracking requires remembering who needs a nudge, when to send it, and whether they already replied.
Client Action
Sarah sets the cadence (ping after 48h, then 72h), tone (casual vs. formal), and max attempts before escalation or giving up.
AI Assistant Action
Sends follow-ups in the right thread, checks for responses, exits the sequence automatically when someone replies or max attempts are hit. Keeps context across each message.
“Follow-ups left my head and became a process running on its own.”
— Sarah Mitchell
Time saved per day
10 min
Error reduction
90%
Integrations used
3
Setup time
<15min
Frequency of use
Weekly