Outbound sequence governance

Hold every rep to one agreed cadence and honor opt-outs everywhere the address is stored.

macOS — coming soonSee the 3 automations
Sales / AUTOMATE.md

When an account passes three touches in a week, pause the sequence, then post the contact list to the rep so a person decides what happens next.

Ready-made: Over-contact alert

The job, and what good looks like.

Every rep writes their own outbound cadence, so one account gets nine touches in a week while a colleague's list gets a single email. Opt-out requests land in one tool while the other two keep sending. Deliverability drops for the whole team and reply rates fall with it. This workflow sets one agreed cadence per segment and holds everyone to it. It counts how many times each account has been contacted in the last seven days, stops sequences that cross the limit, and checks new sends against suppression lists before they go out. When a contact asks to stop, the suppression is written everywhere that address exists, not just in the tool that received the reply. It also reports reply rate by sequence step, so the cadence gets cut where it stops working. A human sets the limit, approves the cadence, and decides which accounts earn an exception. The result is consistent outbound and a list that still lands in inboxes.

When it is handled

  • One agreed cadence per segment
  • Opt-outs honored everywhere
  • No over-contacted accounts
  • A weekly list of lines to change

Works with tools like

  • Outreach
  • Salesloft
  • Instantly
  • Lavender

Ready-made automations. Pick the one that fits.

Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.

Opt-out sync

When a contact replies asking to stop, add the suppression to the sending list and post a note so the rep does not call back.

When a contact replies asking to stop

Over-contact alert

When an account passes three touches in a week, pause the sequence, then post the contact list to the rep so a person decides what happens next.

When an account passes three touches in seven days

Sequence quality review

Every Friday at 3pm, compare the week's sequence results with reply rates by step, then email me the three lines I should change.

Every Friday at 3:00pm

You stay in charge.
At every step.

It does the legwork. You decide what reaches a customer.

  • Nothing reaches a customer unasked

    Replies and follow-ups wait in your drafts until you send them, or until you pre-approve them.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only the CRM and inbox you allow

    Each automation reaches only the apps and folders you connect for it.

Over-contact alert

Approve before it posts in Slack?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your CRM's workflow rules

Updating fields and assigning records the same way every time.

They can't read a call, research a company or write a follow-up that sounds like you.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build and maintain.

AI chat assistants

Drafting a reply when you ask for one.

Nothing happens until you come back and ask again, and the routine lives in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Related workflows.

Buyer intent routing

Turn research activity and buying signals into one routed action with an owner and a date.

3 automations

Lead enrichment and hygiene

Fill in the fields a lead arrived without, merge the records that describe the same person, and keep the outbound list clean.

3 automations

Pipeline follow-up tracker

Notice when a deal's next step has stalled and hand the rep one specific action, not another report on how the quarter is going.

1 automation

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon