Opt-out sync

Sales / AUTOMATE.md

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.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

  • Opt-outs honored everywhere
  • No calls after a stop request

How it runs

  1. 1. Starts

    When a contact replies asking to stop

  2. 2. Reads

    replies asking to stopsending list

  3. 3. Delivers to

    Slack

  4. 4. You decide

    Approve each time, or let the steps you trust run. Your choice.

Why sales teams set this up

Every rep writes their own outbound cadence, so one account gets nine touches in a week while a colleague's list gets one. 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.

See the whole job: Outbound sequence governance

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

  • Change when it runs

    Move it to another day or time, or start it when something arrives, like a new email.

  • Add your own rules

    Limits, exceptions and what good looks like go in the same file, in plain words.

  • Decide what waits for you

    Mark the steps that need your OK, and let the rest run.

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.

Opt-out sync

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.

Other setups for the same job.

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

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