video1.0<iframe src="https://www.loom.com/embed/5f78598bc52b48f985d28aaddb14a171" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/5f78598bc52b48f985d28aaddb14a171-640e6e41d70b46bc.gif219.006In this video, I walk you through creating an automation using our AI interface, specifically designed to simplify the process of sending follow-ups to customers who have received an estimate but haven't signed it. I demonstrate how to set up a sequence that sends two reminders: one via text three days after the estimate is sent, and another via email a week later. I also highlight the importance of reviewing the AI-generated conditions and suggest adding a restart trigger for new estimates. My goal is to make automations easier for you, so please double-check the AI's work as it continues to improve. If you want to learn more about automations, keep exploring the features!