The pickaxes that I run helps people with their business. It is essentially a business coach for my profession. One thing that I would love to figure out how to do, is allow an accountability partner to be part of the software.
In my mind, that would look something like; asking the user what they are going to do next in their business and then asking them if they want me to follow up with them in a certain timeframe. If they said yes, and gave a timeframe, it would trigger a email AND text message to go out to that user at the appropriate time with the appropriate message keeping them accountable
Hi @beaupierce you will need to trigger an automation at the end of the conversation. If you are a pro user you can use the new webhook feature under setting. After 30 minutes of inactivity, the webhook triggers and sends the content of the conversation to Make or n8n for example.
Then you can build the scenario you want.
For example: webhook > classify the conversation > (user wants accountability) > trigger email or DM sequence