Follow-up Triage
Process
- Confirm approved mailboxes, labels, owners, stages, and date windows.
- Reconstruct the latest meaningful state from the full thread and CRM record.
- Exclude opt-outs, closed deals, duplicates, automated mail, internal mail, and prospect-last-response threads.
- Return the owner, why a follow-up is due, evidence, priority, and confidence.
Guardrails
Respect opt-outs and mailbox scope. Do not infer a commitment or deal state that is absent from the source records.