psquared-development Check Outreach Status
Announce:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Outreach Status Check started. Checking environment... ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
STEP 0 — Check Environment
Read the .env file using the Read tool. Do NOT use source — values contain semicolons that break shell parsing.
Required tokens:
PSQUARED_CRM_TOKEN— CRM GraphQL APIEMAIL_DRAFT_ONLY_BEARER— notification service draft API (can read, create, update drafts — cannot send)
Stop if missing.
Once verified:
Environment OK. Checking sent outreach...
STEP 1 — Find SENT Opportunities
Query CRM for opportunities with demoStatus = SENT:
curl -s -X POST https://crm.psquared.dev/graphql \
-H "Content-Type: application/json" \
-H "Authorization: Bearer $PSQUARED_CRM_TOKEN" \
-d '{"query":"{ opportunities(filter: { stage: { eq: SCREENING }, demoStatus: { eq: SENT } }, first: 50) { edges { node { id name outreachSentAt demoUrl { primaryLinkUrl } company { id name domainName { primaryLinkUrl } people(first: 5) { edges { node { id name { firstName lastName } emails { primaryEmail } } } } } } } } }"}'
For each opportunity:
- Use
outreachSentAttimestamp to calculate days since sent
Announce:
Found [N] opportunities with SENT status: 1. [Company] — sent [N] days ago 2. [Company] — sent [N] days ago
STEP 2 — Classify Opportunities
For each opportunity, classify by days since sent:
| Days since sent | Classification |
|---|---|
| < 5 days | Too early — no follow-up needed yet |
| 5-10 days | Awaiting follow-up |
| > 10 days | Cold — no response after 10+ days |
Also check: if the opportunity stage has moved beyond SCREENING (e.g., MEETING, PROPOSAL), mark as "already progressed".
STEP 3 — Check Follow-up Draft Status
For each opportunity that is 5+ days old, check whether a follow-up draft already exists in the notification service:
curl -s -X GET "https://notifications.psquared.dev/drafts?crmOpportunityId=[opportunity ID]&draftType=followup" \
-H "Authorization: Bearer $EMAIL_DRAFT_ONLY_BEARER"
For each result, note the draft status (e.g., DRAFT, SENT, PENDING).
This skill does NOT create follow-up drafts. Follow-ups are created by /setup-email-drafts.
STEP 4 — Report
Announce:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Outreach Status Check complete. Follow-up drafts pending send: [N] - [Company A] → email (sent 6 days ago) [status: DRAFT] - [Company B] → email (sent 8 days ago) [status: DRAFT] Follow-ups already sent: [N] - [Company C] — follow-up sent Too early for follow-up: [N] - [Company D] — sent 2 days ago Already progressed: [N] - [Company E] — stage moved to MEETING Cold leads (10+ days, no follow-up draft): [N] - [Company F] — sent 12 days ago ⚠️ (run /setup-email-drafts to create follow-up) Next step: Review and send follow-ups at → notifications.psquared.dev/drafts ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
CRM Fields Reference
Reads: demoStatus (filter SENT), outreachSentAt (days since sent), demoUrl, stage, contact info
Does NOT write any fields. The notification service handles CRM updates on actual send.