ONE QUOTE FOLLOW-UP DRAFT (FREE): Google Sheets + Gmail drafts (Make.com template) v1.0
by Flowpaja

WHAT IT DOES
  Once a day, Make reads your quotes list in Google Sheets. For each quote sent 7 to 13 days ago with
  no reply marked, it creates ONE follow-up draft in your Gmail Drafts folder and writes today's date
  into Draft Created, so the same quote never gets a second draft. It NEVER sends email. You read,
  edit and send each draft yourself.

FILES
  SETUP_GUIDE.pdf                                      Start here. 2 pages: setup, test, limits, fixes.
  Flowpaja_Quote_FollowUp_Draft_FREE_blueprint.json    The Make scenario (3 modules). No connections or IDs inside.
  Quote_FollowUp_Draft_EXAMPLE_sheet.xlsx              Quotes sheet with 6 fictional quotes (tabs: Quotes, How to use).
  Quotes_tab.csv                                       The same rows as CSV.

SETUP IN SHORT (details in SETUP_GUIDE.pdf)
  1. Google Sheets: Blank spreadsheet > File > Import > Upload the EXAMPLE .xlsx > Replace spreadsheet.
     Select F2:F200 > Insert > Checkbox (column Replied).
  2. Make: Create a new scenario > ... (More) > Import Blueprint > choose the .json file.
  3. Module 1 (Google Sheets): add your Google connection, select your spreadsheet, sheet "Quotes".
  4. Module 2 (Gmail): click Add and create a NEW Gmail connection from this module (Create a Draft needs its own
     permission; an older "send only" connection fails with "insufficient authentication scopes").
     Edit the subject and the draft text (replace [Your name]).
  5. Module 3 (Google Sheets): choose the same Google connection. Nothing else to set.
  6. Click Run once. Expected with the example rows: 2 drafts (Q-1041 and Q-1046 "Hi there"), to fictional
     @example.com addresses, and today's date in Draft Created on those 2 rows. Nothing in Sent.
  7. Schedule: every day at e.g. 09:00 (not near midnight), then switch the scenario ON.
  8. Delete the sample rows (and the test drafts) and add your own quotes.

IMPORTANT
  - Sent Date must be SHOWN as yyyy-mm-dd (Format > Number > Custom date and time). Rows with another format
    or an empty date are skipped without an error.
  - It does not read your inbox. Tick Replied when a client answers.
  - Credits: 1 per daily run, plus 2 per draft (about 30-60 a month on a daily schedule).
  - Reads up to 200 rows: archive old quotes or raise "Maximum number of returned rows" in module 1.
  - Personal Gmail connections need re-authorizing about every 6 months (Make > Connections > Reauthorize).
  - "7 to 13 days ago" uses your Make time zone (Profile > Time zone).

WANT A FULL FOLLOW-UP SEQUENCE?
  Quote Follow-Up Assistant ($19, Make.com template): drafts on day 3, 7 and 14 (you set the days and texts),
  Status column (Open / Replied / Won / Closed / Paused), one draft at a time, an automation note per quote,
  and error handling. It also never sends by itself.
  https://flowpaja.gumroad.com/l/quote-follow-up-make-template?utm_source=flowpaja.com&utm_medium=make_template&utm_campaign=lite_b
  All 3 Flowpaja templates: $39 bundle at https://flowpaja.com/templates/

NEW TO MAKE?
  Free account: https://www.make.com/en/register?pc=flowpaja
  (affiliate link: Flowpaja may earn a commission if you later buy a paid Make plan, at no extra cost to you.
  The Free plan is enough for this template.)

Questions: flowpaja.fi@gmail.com

License: free to use in your own Make account(s) and for your own clients. Please link to flowpaja.com
instead of re-uploading the files elsewhere.
Make, Google, Gmail and Google Sheets are trademarks of their owners. Flowpaja is independent and not affiliated with them.
