Automations

Follow up with every lead — without lifting a finger

Set up your follow-up sequence once, and Maildesk delivers it on time, every time. You stay professional and present while you focus on serving your clients.

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Follow-up after the call Draft
Trigger
Tag added Booked a call · 84
Email Sequence
Gentle follow-up
Gentle follow-up Emails 3
Still thinking it over? A quick resource for you One last thing
4
calls rebooked
with people who had already talked to you

What you get

  • Welcome sequences that convert new subscribers into buyers
  • Nurture every lead automatically — none go cold
  • A visual builder with no Zapier and no rabbit hole
  • Trigger on tags, behaviour, and sign-ups

The follow-up you keep meaning to send

You finish a discovery call, promise to send over a summary and a couple of case studies, and then the next call starts. Three days later the prospect has cooled, and the email you finally send lands with none of the momentum the call had. That gap is where most coaching and consulting revenue leaks. An automation closes it. The moment someone downloads your lead magnet, books a call, or gets tagged "proposal sent", Maildesk starts the sequence you wrote once: the summary, the case study, the gentle check-in a week later. Every lead gets the same thoughtful follow-up on the same schedule, whether you are on a call, on holiday, or asleep.

How automations work in Maildesk

Start with a trigger: a subscriber joins through a specific form, receives a tag, or takes an action such as clicking a link. Attach an email sequence, which is simply the ordered set of emails and the delays between them. Add exit conditions so the sequence stops the moment someone books, buys, or gets a different tag. The builder is visual and deliberately small. There are no branching diagrams to maintain and no Zapier account to keep alive. A welcome sequence, a post-call nurture and a re-engagement flow cover what most practices need, and each takes minutes to set up using the guides below.

What makes Maildesk automations different

Automation in broad marketing suites is powerful and exhausting. Every workflow becomes a project, and every project needs a technician. Maildesk keeps automations focused on the handful of moments that matter in a service business, so you can build one yourself in an afternoon and trust it to run. Automations also work with the rest of your stack. Tag a subscriber from your booking tool or checkout through the API, and the right sequence starts without you copying anyone between apps.

Guides for automations

Step-by-step walkthroughs from the Maildesk team.

Automation

Set Up Your First Automation

Connect an email sequence to triggers and exit conditions so the right subscribers get the right emails automatically.

 Automation

Create a Welcome Sequence (End-to-End Recipe)

The complete recipe: a tag, a sequence, a signup form, and an automation working together to welcome every new subscriber automatically.

 Automation

Build an Email Sequence

Write the series of timed emails that an automation delivers — subjects, content, delays, and ordering.

Related reading

Automations FAQs

What is the difference between a sequence and an automation?
A sequence is the content: the ordered emails and the delay before each one. An automation is the rule that decides who receives that sequence and when, using a trigger such as a form sign-up or a tag, plus any exit conditions. You write a sequence once and can attach it to several automations.
Do I need Zapier or another integration tool?
No. Triggers on form sign-ups, tags and subscriber activity are built in. If you want to start an automation from another system, such as your booking tool or checkout, you can add a tag through the Maildesk API on every paid plan without a third-party connector.
Can an automation stop when someone books a call?
Yes. Exit conditions end a sequence early when a subscriber receives a particular tag, joins another automation, or takes an action you define. Tag people "booked" from your calendar tool and the nurture sequence stops so nobody is chased after they have already said yes.
How many automations can I run?
The Free plan includes one automation. Starter and Growth plans include unlimited automations, sequences and forms. See the pricing page for current plan limits.

Explore more features

Campaigns

Stay top-of-mind so clients remember you when they’re ready to buy.

Forms

Lead-magnet opt-ins that grow a list you actually own.

Advanced Segmentation

Send the right message to the right people, so more replies become bookings.

Real-time Analytics

See what’s working so you can book more of the list you already have.

Subscriber Management

Keep your list clean and ready to book, without the busywork.

Developer API

Connect your booking tools and the rest of your stack with a robust API.
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