How to create follow-up sequences
Creating follow-up sequences in Monday CRM requires configuring multiple Automation Recipes, one for each follow-up message. Each recipe defines a time interval without response and an email send or reminder action. With 3 follow-up messages, the process takes 25 to 35 minutes. In Teeo, you describe the sequence in one message and it's active.
How to do it in Teeo
“Create a follow-up sequence: first message at 3 days, second at 7 days, third at 14 days without response”
The sequence is active and will execute automatically at the defined intervals.
How to create follow-up sequences in Monday CRM: step by step
Requirements
- ·Follow-up sequences in Monday CRM are built with Automation Recipes, one recipe per message.
- ·You need to integrate Gmail or Outlook for automations to send real emails.
- ·Standard plan or higher is required to configure email automations.
Log in and open your leads board
Go to monday.com, log in, and navigate to the leads or contacts board where you want to configure the follow-up sequence.
Access board Automations
Click the 'Automations' button in the board toolbar. The automations center will open.
Create the first recipe: follow-up at 3 days
Click '+ Add automation'. Select the base time-without-status-change recipe. Configure: 'When the lead has been in the same status for 3 days, send follow-up email'.
Draft the first follow-up message
In the recipe action, select 'Send email'. Choose the recipient from the lead email field. Write the subject and body of the first follow-up message.
Save the first follow-up recipe
Click 'Create automation'. Verify the recipe appears active in the board's automations list.
Create the second recipe: follow-up at 7 days
Repeat the process: '+ Add automation'. Configure the condition for 7 days without change. Draft the second follow-up message with a different tone from the first.
Save the second recipe
Click 'Create automation'. Confirm the second recipe appears active alongside the first.
Create the third recipe: follow-up at 14 days
Add the third automation with the 14-day no-response condition. Draft the third message, usually shorter and more direct, asking if the lead is still interested.
Save the third recipe
Click 'Create automation'. You now have 3 active recipes forming your follow-up sequence.
Verify the complete sequence
Review the 3 active recipes in the automations panel. Create a test lead and simulate the no-response scenario to verify that emails are sent at the correct intervals.
Frequently asked questions
How are follow-up sequences configured in Monday CRM?
In Monday CRM, follow-up sequences are created using Automation Recipes. You need to create one recipe per follow-up message, configuring the time condition (days without status change) and the email send action. For a 3-message sequence, the process takes 25 to 35 minutes.
How many automations can be created in Monday CRM?
The number of available automations depends on the plan. The Free plan allows very basic automations. The Standard plan includes 250 automated actions per month. The Pro plan offers 25,000 monthly actions, and Enterprise is unlimited. For follow-up sequences active across multiple leads, the Pro plan is recommended.
What is the simplest way to create a follow-up sequence?
The simplest way is with Teeo CRM. You describe the entire sequence in one message: 'Create a follow-up sequence: first message at 3 days, second at 7, third at 14 without response'. The assistant configures it automatically without you having to create individual recipes.