Follow Up Triage

Identify only the sales conversations where the user's team genuinely owes the next step.

milind-soni Updated

File contents

Follow-up Triage

Process

  1. Confirm approved mailboxes, labels, owners, stages, and date windows.
  2. Reconstruct the latest meaningful state from the full thread and CRM record.
  3. Exclude opt-outs, closed deals, duplicates, automated mail, internal mail, and prospect-last-response threads.
  4. 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.

milind-soni/openmausbot-teams/tree/main/teams/inbox-follow-up/skills/follow-up-triage commit 4066e83e28

Frequently asked questions

npx skillmds@latest add milind-soni/follow-up-triage