Automate follow-up by automating the remembering, not the relationship. Let software watch for quiet threads, unsigned proposals, and overdue invoices, draft the next touch on a fixed schedule (day 3, day 7, day 14), and queue every draft for your approval. You stay the sender. The system becomes the memory.
Triggers and drafts, not blasts. Each watcher has one narrow job and a clock.
Auto-send fails in public. The "following up on the below" email that fires after the client already replied. The chirpy bump that lands the morning their company announced layoffs. The wrong first name from a dirty merge field. Each one costs trust you spent months earning.
Approval costs you seconds per message and catches all of it. The honest goal of follow-up automation is zero forgotten touches, not zero involvement. You are not paying yourself to remember; you are paying yourself to judge.
Four leaks, four watchers, one morning habit.
Automate the remembering. Keep the relationship.
This is exactly what Orbit's one AI assistant, Hiro, is built for. Ask it to scan your recent conversations and draft bumps for threads quiet 3+ days, nudge unsigned proposals on day 3 and day 7 and flag deals where nothing was ever sent, handle invoice reminders at day 3 and day 14, and check in on past clients quiet 30+ days. Every output arrives as a card you approve, edit, or dismiss. Nothing auto-sends, ever.
Yes, if the automation drafts from your real history and your own example messages, and you approve each send. Canned feeling comes from generic blasts on rigid sequences. Trigger-based drafts that reference the actual thread, edited by a human in seconds, read like you on a very organized day.
For one-to-one business relationships, no. Auto-send cannot see that the client replied an hour ago, that their week turned terrible, or that the deal changed shape. Approval-first keeps the speed of automation while a human catches the misfires, and reviewing a drafted card takes seconds.
Overdue invoices, because the rules are unambiguous and the payoff is immediate cash: a polite reminder at day 3 and a firm one at day 14. Then unsigned proposals at day 3 and day 7, then bumps for email threads quiet 3 or more days, then check-ins for past clients quiet a month.
Reliable defaults: bump email threads after 3 quiet days, nudge proposals on day 3 and day 7, remind on invoices at day 3 and day 14 overdue, and check in on past clients after 30 quiet days with a one-per-month cap. Fixed rules beat moods, and these are gentle enough to never embarrass you.
Forgotten follow-up hurts relationships: the proposal that died in silence, the invoice chased angrily at day 60 because nobody nudged at day 3. Automation that drafts timely, specific touches for your approval usually reads as care, because consistency is what care looks like from the outside.
Hiro watches every thread, proposal, and invoice, then drafts the next touch for your approval. AI comes standard on every plan, with monthly credits included, no credit card to start.
Free forever plan. No credit card. No spam.