Setting a follow-up schedule

You can stay on top of follow-ups in two ways.

Just add a date

Put a date in a row's Follow-up date. When the day comes, it shows up on Home as due today, or how many days overdue it is. Anyone who's already replied drops off the list.

Using your own column? Any date column with "follow-up" in its name works the same way.

Let Lenz draft them

For anything that repeats, set up an automation. Describe it in plain words, like "Follow up with anyone who hasn't replied in a week."

Lenz drafts each follow-up and drops it in Approvals for you. Like every automation, it starts paused, and it never sends by itself.