Create follow-up task seven days after contract sent

When contracts are marked sent on a deal, you can't track signature progress or prompt reps. The follow-up task ensures reps reach out and keeps deals moving within seven days.

Overview

Unsigned contracts stall pipelines and obscure next actions for reps and leadership. This flow creates a clear, dated follow-up task seven days after a contract is marked sent so reps have a defined outreach prompt and deals keep moving within a week. It reduces manual tracking and ensures the owner owns the next touch.