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Repeat order agent

If what you sell runs out, wears out or needs servicing, this agent works out when each customer is due again and writes the reminder before they go looking elsewhere.

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Quick facts

Runs
Weekly, Tuesday 10:00
Needs
Google Sheet of past orders
Access
Read, and send with your approval
Setup time
About 3 minutes
Plans
Starter and up

What it does each week

  1. STEP 1

    Reads your orders sheet

    Read only.

  2. STEP 2

    Works out who is due

    Based on the cycle you set, skipping anyone reminded recently.

  3. STEP 3

    Writes each reminder

    Naming what that customer actually bought.

  4. STEP 4

    Waits for you

    Until you trust it to send on its own.

Runs on its own

  • Reading the orders sheet
  • Working out who is due

Waits for your approval

  • Every reminder sent to a customer

You can switch any task to automatic once you trust it.

What you tell it when setting up

QuestionWhy it is asked
Tab with past orders (needed) For example: Orders
Usual days between orders (needed) For example: 60
How should they reorder? (needed) For example: Reply to this email, or call +91 98765 43210

Works well with

Sales
Lead follow-up agent
Replies to new enquiries and follows up when people go quiet.
Sales
Lead research agent
Reads a new lead’s company website and writes a short brief.
Sales
Quotation drafter
Turns an enquiry into a draft quote from your price list.

Start the Repeat order agent free

The free plan includes one agent and 100 runs a month.

Start free