The job by hand
Deals stall because the follow-up slipped. Replies sit unread, stages go stale, and the forecast is a guess because the pipeline does not reflect this week.
The ask
Hello, show me due follow-ups and proposed pipeline changes
What comes back
A Google Sheet lands in the Sales Follow-up & Pipeline Workspace folder in your Google Drive: Lead, Last activity, Follow-up draft, Proposed stage and Approval status.
| Lead | Last activity | Follow-up draft | Proposed stage | Approval status |
|---|---|---|---|---|
| Rachel Kim (Clearbit-like data co) | Demo Sep 9, asked for pricing | Follow-up draft: recap + 2 pricing options, send by Sep 13 | Proposal | Ready to send |
| Tom Alvarez (logistics startup) | Trial started Sep 4 | Check-in draft: day-10 usage summary + book onboarding call | Trial | Ready to send |
Sample data shown. Your workspace fills with your real work.
What it takes over
- Reads the exact inputs and sources you approve.
- Saves the work as a review-ready Google Sheet in the Sales Follow-up & Pipeline Workspace folder in Google Drive.
- Shows evidence, unknowns and blocks instead of guessing.
- Prepares the next action and stops at the human gate.
How buying works
- Buy once for $19. Three files arrive:
skill.md,setup-prompt.txtandusage-prompt.txt. - Hand the files to the assistant you already use. It sets the job up on Google, Microsoft or Zoho and tests it on fictional data.
- Approve the setup. It runs the job and stops at every external action for your sign-off.
Where it stops
It does not send, spend, publish, schedule or make a human decision without the exact approval that action needs.
Common questions
What does it prepare each day?
Due follow-up drafts and proposed pipeline changes with last activity, evidence and approval status, in a Google Sheet in a Sales Follow-up & Pipeline Workspace folder.
Does it move stages by itself?
It proposes; you approve. Every proposed change shows the activity it is based on.
Does it send the follow-ups?
Only after you approve the draft.
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Questions people ask
What does the Follow-up & Pipeline Agent actually do?
It reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status. It prepares review-ready work and stops for your approval before anything is sent, spent, published or scheduled.
Which AI assistants work with the Follow-up & Pipeline Agent?
Any assistant that reads plain-text files: Instinct, ChatGPT, Claude, Gemini, Grok, DeepSeek, Perplexity, Microsoft Copilot, Hermes, OpenClaw, Town, Muse and others. You hand it three files - skill.md, setup-prompt.txt and usage-prompt.txt.
Is the Follow-up & Pipeline Agent $19 a subscription?
No. $19 is one-time. You download and keep the three files forever; there is no account and no renewal.
How long does setup take?
About 10 minutes: attach the files, run the setup prompt, approve the fictional-data test. It never touches real work until you approve the sample run.
Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.