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Follow-ups and declines

AI-drafted chase emails after you submit, approved in one click, plus polite decline emails when you pass on a bid.

View as Markdown Ask Claude Ask ChatGPT

After you submit a bid, someone has to keep asking the client for the result. Tidy's follow-up agent drafts those emails for you on a schedule. Each draft waits for approval, and nothing leaves until a person sends it.

Where drafts show up

  • Hub > Main > Pending Follow-Ups: your drafts. Click one to edit, then Preview & send.
  • Follow-Up Approvals: a full page for approving drafts quickly. Open it from the Approve draft emails button in the weekly follow-up email, or go to /follow-ups.
  • A bid's Messages tab, under Draft Follow-Ups.

You see drafts on bids where you are the lead or on the team.

Approve drafts

  1. Click a draft to open it beside the list.
  2. Change the recipients, subject, body or attachments if you want. Edits save as you type.
  3. Click Approve & send, or Preview & send to see the email first, or Delete to throw it away.
  4. With two or more drafts, Approve all sends them one after another.

Sending sets the bid's follow-up status to Awaiting Reply and schedules the next follow-up.

How drafts are made

  • On a schedule: twice a day (6 AM and 6 PM, company time), Tidy drafts for every bid that is Submitted, has no result yet and whose next follow-up date has arrived.
  • On demand: on a bid's Messages tab, click New Message then Generate follow-up with AI, or right-click a bid and choose Generate follow-up.
  • For everyone at once: an admin clicks Run now on the Bid Follow-ups plugin.

The drafts learn from your follow-ups that got replies. They ask only for the bid result.

RFI chasers use the same queue and carry an "RFI follow-up" tag. See RFIs.

Settings (admins)

In Agent mode, Skills & Plugins > Plugins > Bid Follow-ups:

  • Master and Background switches. Turn off Background to stop scheduled drafting.
  • Cadence: days between follow-ups on a bid. The default is 21.

When a bid is lost, declined or archived, its unsent drafts are deleted.

Declining a bid

When you pass on an opportunity, click Decline. The decline dialog lets you:

  • Write your own note, or click an AI draft: No Capacity, Scope Too Small or Out of Area.
  • Send Notification to email the client and decline.
  • Decline Without Notifying to decline with no email.

The bid moves to Closed. The AI buttons need the Bid Declines plugin.

What the agent can do

The agent can list your pending drafts, run the follow-up agent, and open a pre-filled follow-up or decline for you to send. It never sends these emails itself.

Limits

Generating a follow-up counts toward the daily AI limit (Run now counts as 10). Sending counts toward the daily email limit.