This workflow pulls all your open prospects into a Coda table (a spreadsheet-style database) and flags anyone who hasn't been contacted in more than 4 days. Every morning, you get a summary of exactly who to call or email that day. You stop relying on memory and start working a real system.
Create a Coda table with columns for Prospect Name, Last Contact Date, Status, and Notes
Set up a Coda formula (a built-in calculation rule) that flags any row where Last Contact Date is more than 4 days ago
Connect Coda to Make using the Coda API (application programming interface — a way for apps to talk to each other)
In Make, set a daily schedule trigger at 8 AM
Pull all flagged rows and send yourself a summary via email or Todoist tasks
Update Last Contact Date in Coda each time you reach out to keep the list accurate
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut missed follow-ups to zero and spend less time managing your prospect list.
Grab a 15-minute chat. We don't sell software, so we have no stake in which one you use.
Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
Open the Integration CheckerWe build the missing piece next to the software you already run.
Get it built
