Recipes
Operations recipe

Follow-up sweeper

Keep important prospects, customers, and internal asks from slipping after the first touch.

Description

Follow-up sweeper is for Sales, Customer Success, and Founder teams that need to keep important prospects, customers, and internal asks from slipping after the first touch.

Luffy checks

Gmail, Slack, HubSpot, Google Calendar, or custom apps you set up.

Delivers

Owner reminder, follow-up draft, and closed-loop status.

Approval boundary

External sends require approval.

Setup

Define follow-up windows, escalation rules, and channels.

Towards self-improving companies

Put your AI employee to work.