Ask why a contract was pulled
A contract cancellation follow-up automation covers asking why a contract was cancelled, waiting three days, and sending a reminder if nobody answers.
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A contract goes out, then it gets cancelled, and the reason never makes it back to the person who sent it. This contract cancellation follow-up automation handles that gap by checking whether the cancelled contract was part of a proposal, asking for the reason, waiting three days, then checking again and prompting a follow-up.
The steps read like a short checklist: confirm Part of a proposal?, then Find out why it was cancelled, pause for three days, and ask Found out?. If the answer still isn’t there, the final step is Remind whoever sent it, so the cancellation doesn’t vanish into the activity feed.
- Part of a proposal? Checks whether the cancelled contract sits inside a proposal so the follow-up has the right context.
- Find out why it was cancelled Prompts for the cancellation reason, using the email address already on the contract.
- Wait 3 days Holds the follow-up for three days so there’s time for a reply before anything gets escalated.
- Found out? Checks again for an answer after the waiting period.
- Remind whoever sent it Prompts the sender to follow up when the reason still hasn’t been captured.
Once the automation is in Plutio, it runs when a contract is cancelled and works from the email address saved on that contract. Every step stays inside Plutio, so nothing needs to be connected to a third-party account.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
Every step, in order
Plutio runs these 5 steps top to bottom, from the trigger through each action and condition. Every one arrives configured and stays editable. The automation is added as a draft, so it sends nothing until you turn it on.
Starts: When Contract is cancelled
- Part of a proposal?
- Find out why it was cancelled (Part of a proposal? → No)
- Wait 3 days
- Found out?
- Remind whoever sent it (Found out? → No)
What happens when you install it
- This automation is copied into your workspace with all 5 steps already configured.
- It arrives as a draft, so nothing runs until you turn it on.
- Every step stays editable, so the wording, the timing and the conditions all change before or after you activate it.
Who it is for
For freelancers and agencies that send proposals and contracts and want a consistent way to capture cancellation reasons.
Questions about this automation template
How do I follow up after a contract is cancelled?
A follow-up automation can ask for the cancellation reason, wait a few days, then remind the sender if nobody answers. This one runs when the contract is cancelled and uses the email address saved on the contract.
How long should you wait before following up on a cancelled contract?
A common approach is to wait a short period so someone has time to reply before you chase again. This automation uses a three-day wait step, then checks whether the reason was found.
What do you need for an automation like this to work?
The cancelled contract needs an email address on it, because the follow-up relies on that contact detail. Every step runs inside Plutio, so no third-party account is required.
Can an automation tell whether a cancelled contract was part of a proposal?
Yes, an automation can include an early check for that context. This one starts by asking whether the cancelled contract was part of a proposal before it moves into the follow-up steps.
What happens if nobody explains why they cancelled?
The automation waits three days, checks again, then prompts a reminder to whoever sent the contract. That last step keeps the cancellation from being left without a recorded reason.
Does a contract cancellation automation need integrations?
No, not always. This automation runs entirely inside Plutio and doesn’t require connecting any third-party services.
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