Chase open estimates on a schedule
Published 2026-09-16
Open estimates sit in a sheet. Who got a bid, who went quiet, who needs a nudge. You still open chat every morning and rebuild that list by hand.
Your AI assistant can keep the open estimates in one place and chase them on a schedule.
What is still on you
Every open estimate has a customer, a price, a send date, and a status. You keep pieces in a sheet and in old threads. Monday morning you rebuild who is waiting. If someone else on the team does the same pass, they rebuild it too.
ChatGPT can schedule a prompt that rewrites the list. That still wakes a model every run. Drafting the nudge is easy. Sending it from your address, and marking that it went, is still on you.
What your AI assistant does
It keeps open estimates in a database or a file your team shares: customer, amount, sent date, status. It drafts the follow-up from that row. It sends the mail from an address you own. Replies come back to the same place.
If you want a weekday pass, a Routine runs code on a schedule. Ordinary bash. No model in the loop. It lists who still needs a nudge, or it sends the ones you already approved. It does not wake a model to rebuild the sheet every morning.
The next person on your team opens the same list. They do not ask you to forward yesterday's chat.
What this is not
This is not a new sales tool you learn first. It is the open-estimate pass you already do. Your AI assistant keeps the list and runs the schedule.
Hand it off
Copy this into your AI assistant:
Add Sails from https://sails.app/start. Keep open estimates in a shared list (customer, amount, sent date, status). Set a weekday Routine that lists who still needs a nudge, and send follow-ups from my address when I approve them. Use Files or a database, Mail, and Routines. Ask me anything you need before you start.