// what it does
- 01Find open proposals. Search Gmail for sent proposal threads matching the configured label or pattern from the last 60 days.
- 02Read each thread. Open the full thread and decide its state: replied and waiting on you, replied with a question or objection, accepted or declined, or no reply. Skip threads that were accepted, declined, or are waiting on you.
- 03Pick who needs a follow-up. Keep threads where the last message is ours and older than the quiet-days threshold, and where fewer than the maximum follow-ups have been sent.
- 04Draft the follow-up. Write a short reply in the thread that restates the scope and price from the proposal in one line, and answers any question or objection they raised. On the last allowed follow-up, ask plainly whether to close the file.
- 05[Approval gate] Review each drafted follow-up and its recipients before anything is sent.
- 06Send what was approved. Reply in the original Gmail thread exactly as approved.
- 07Summarize. Post to Slack the proposals followed up, those that need a call instead, and those that reached the follow-up limit.
// guardrails in the draft
Never change the price, scope, dates, or terms in a follow-up. Quote them exactly from the proposal or leave them out.
Never add new recipients. Reply only to people already on the thread.
Never send a follow-up that has not cleared the approval gate.
Stop following up after the configured maximum and hand the proposal to a person.
If you cannot tell whether a thread is still open, leave it out and list it in the summary.