Case study request

Sales / AUTOMATE.md

When a proposal goes out with no customer story, email the marketing team the gap and the closest three stories I could use.

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

Every proposal carries proof
A shorter marketing chase

How it runs

1. Starts
When a proposal is sent without a customer story
2. Reads
proposal
3. Delivers to
Email
4. You decide
Approve each time, or let the steps you trust run. Your choice.

Why sales teams set this up

A proposal goes out with no case study because the request to marketing was never sent, and the buyer notices before the sales team does. What gets lost is the input list, tracked by somebody with the standing to chase all three teams. The person chasing it is the rep, pulling pricing from sales ops, terms from legal, and a customer story from marketing across three threads, and a proposal that arrives incomplete reads as a team that has not done the work.

See the whole job: Proposal assembly checklist

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.

Case study request

Approve before it sends the email?

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.

Instead ofGood atWhere it stops

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.

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

Approval routing for pricing

Send every discount and non-standard term to the named approver with the deal context attached, instead of leaving it in a reply thread for three days.

Write your own

Start with one job.
Make it your own.

macOS — coming soon

1
Get the app
It runs on your computer, next to your files.
2
Add the automation
Paste the instructions into the app, or save them as a file next to your work.
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.