Daily
Text quiet leads a follow-up and nudge sales in Slack
Leads who haven't replied in a few days get a short, friendly follow-up text, and sales gets a Slack summary of who was nudged.
- Runs
- Daily
- Apps
- Slack, Twilio
- AI
- Yes, uses the built-in AI allowance
- Access
- Twilio send/read; chat:write
Send this to your assistant
Create a ClickRuntime automation: every morning, find leads we texted more than 3 days ago who haven't replied, send each a short personal follow-up text, and post a summary to #sales.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
Most leads don't reply to the first message, and most sales teams never send a second. Following up is the single easiest way to win more deals, and the step most often skipped.
Checking for quiet leads every morning and sending a short, personal follow-up keeps conversations alive, while the Slack summary tells the team which leads were nudged and might reply today.
What you get out of it
No lead left hanging
Every quiet lead gets a follow-up.
Personal, not robotic
AI writes each text around what the lead originally asked.
The team knows who was nudged
A daily Slack summary shows who might reply.
Replies spotted
Leads who already replied are never followed up.
How it works
What happens, step by step
Every morning it checks the leads it has texted before.
Leads who were texted more than three days ago are checked for any reply to your Twilio number.
Those who haven't replied get a short follow-up text written by AI.
A summary of who was followed up is posted to your sales channel in Slack.
Each lead is followed up only once.
Before it runs live
- Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
- Connect Twilio
What you get
Build your own
Need it to work differently?
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Changes you can ask for
- Run it at a different time, more or less often, or only on weekdays
- Change what the AI looks for, or how it writes the result
- Add another app, for example also send it to Google Sheets
- Combine it with other Slack and Twilio steps into one automation
Under the hood
The code that runs this automation
from twilio.rest import Client
import time
from clickruntime import on_trigger, credentials, http, notify, state, ai
FROM = "+15005550006"
def sms(to, body):
return Client(credentials.secret("TWILIO_ACCOUNT_SID"), credentials.secret("TWILIO_AUTH_TOKEN")).messages.create(to=to, from_=FROM, body=body)
@on_trigger
def run(event):
client = Client(credentials.secret("TWILIO_ACCOUNT_SID"), credentials.secret("TWILIO_AUTH_TOKEN"))
leads, nudged = state.get("leads") or {}, []
for phone, lead in leads.items():
if lead.get("followed") or time.time() - lead["at"] < 3 * 86400:
continue
if client.messages.list(from_=phone, to=FROM, limit=1):
lead["followed"] = True; continue
text = ai.generate(f"Lead {lead['name']} asked: {lead.get('message', '')[:500]}", max_output_tokens=60,
system="Write a friendly one-sentence follow-up text. No pressure.").text.strip()
sms(phone, text)
lead["followed"] = True
nudged.append(lead["name"])
state.set("leads", leads)
if nudged:
notify.slack(f":wave: Followed up {len(nudged)} quiet lead(s): {', '.join(nudged)}", channel="#sales")
return {"nudged": len(nudged)}FAQ
Common questions
How does it know who replied?
How many follow-ups are sent?
Where are leads stored?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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