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Architecture firms · Validated Circle

No proposal left without a follow-up for architecture firms

Automatically follow up on every unanswered proposal, track status in Google Sheets and get a weekly summary by Gmail.

Works with:GmailGoogle CalendarGoogle SheetsYour system (MCP or API)

These are examples. Connect the tool your company already uses for the same job, your own system, or any other app through MCP or API.

Needs

  • E-mailGmail, Outlook, your company e-mail or your own system (MCP or API)
  • CalendarGoogle Calendar, Outlook, Calendly, Cal.com or your own system (MCP or API)
  • SpreadsheetGoogle Sheets, Excel, Airtable or your own system (MCP or API)

The problem and the goal

Proposals go out but nobody follows up and projects are lost; the goal is to automatically follow up on every unanswered proposal, with a record and a weekly summary, tracking how many have been waiting more than 7 days.

This team solves the problem of proposals that go out and never get a reply. The Proposal Follow-up agent checks Gmail every morning for proposals sent 7 days ago with no answer and drafts the follow-up messages for you to approve. The Proposal Tracker keeps the pipeline board (sent, followed up, accepted, lost) in Google Sheets and sends the weekly summary by Gmail, with deadlines organized in Google Calendar.

The team in this Circle

v074
Proposal Follow-upon a schedule

Every morning spots proposals sent 7 days ago with no reply and drafts the follow-ups for approval

v113
Proposal Trackeron a schedule

Keeps the board of open proposals (sent, followed up, accepted, lost) and sends the weekly summary

Questions

No proposal left without a follow-up for architecture firms

How does the automatic follow-up work?

The agent finds proposals sent 7 days ago with no reply in Gmail and drafts the follow-up message. You review and approve before anything is sent.

Do I need to change my email or my tools?

No. The team works with Gmail, Google Sheets and Google Calendar, connected to the accounts your firm already uses.

Can I see which proposals are stuck?

Yes. The board in Google Sheets shows the status of each proposal, and the weekly summary highlights the ones waiting longest for a reply.

Next step

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