Pipeline automation
Pipeline automation is software that moves work through your sales or job pipeline automatically - creating tasks, sending emails, moving deals between stages, and triggering follow-ups based on rules or triggers you set, so routine steps happen without you remembering to do them.
What gets automated
Common automations: when a lead is tagged 'VIP,' create a follow-up task in three days; when a deal moves to 'Quote Sent,' start a reminder sequence; when an estimate sits untouched for a week, draft a check-in email. The goal is to make the predictable parts of your pipeline run themselves so your attention goes to the conversations that need a human.
Automation vs sequences
A sequence is a fixed series of steps - send, wait three days, send again - that often stops when someone replies. Broader pipeline automation is trigger-based: 'when X happens, do Y.' Most tools offer both. The trades-relevant version is following up on quotes and reminders without lifting a finger.
How RadiusOS handles it
RadiusOS includes automations and email sequences with reply detection on Pro and up, plus tag-based triggers. On top of rule-based automation, its AI Morning Digest pre-drafts follow-ups for stale deals overnight - automation that doesn't just send a canned email but writes a contextual one for you to approve.
Frequently asked
What is pipeline automation?
Pipeline automation is software that moves deals through your pipeline automatically - creating tasks, sending follow-ups, and changing stages based on triggers you set - so routine steps happen without manual effort.
What's the difference between automation and a sequence?
A sequence is a fixed series of timed steps (send, wait, send) that usually stops on reply. Automation is broader and trigger-based: 'when this happens, do that.' RadiusOS supports both on Pro and up.
Can RadiusOS automate follow-ups?
Yes. RadiusOS offers email sequences with reply detection and tag-based automations on Pro and up, and its AI Morning Digest goes further by drafting contextual follow-ups for your stalest deals overnight for one-click approval.
Related terms
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