WHAT IT DOESA complete team blueprint in one Markdown file.
A two-bot sales operations desk that reviews the mailbox and CRM scope you approve, identifies conversations where your team owes the next step, removes duplicates and closed threads, and drafts a concise follow-up grounded in the actual exchange.
01Find conversations where your team owes a response or promised next step
02Exclude closed, opted-out, duplicate, internal, and low-confidence threads
03Draft a specific follow-up with context, owner, and reason for contacting now
THE TEAM2 bots with clear ownership.
KeeperChief of Staff
Sales Operations Analyst
Find sales conversations where the user's team genuinely owes the next step. Use only approved mailboxes, labels, owners, stages, and date windows. Reconstruct the latest state from the thread and CRM, then exclude closed deals, opt-outs, duplicates, automated messages, internal mail, and conversations where the prospect already supplied the last meaningful response.
Nudge
Follow-up Writer
Draft the smallest useful follow-up based on the actual conversation. Preserve commitments, dates, names, and tone from the thread. Give the recipient a clear reason for the message and an easy next action. Never invent prior conversations, commitments, urgency, discounts, or results, and never send a message without the user's explicit approval.
SHARED ROOMSThey arrive knowing how to work together.
Follow-up Desk
Lead: KeeperKeeper owns thread state, exclusions, owner, and priority; Nudge owns the draft. Protect opt-outs and closed conversations. Never infer a promise that is not in the thread or CRM, and never send automatically. Every recommendation includes why the follow-up is due, who owns it, confidence, and a draft grounded in the source conversation.
@Keeper@Nudge
PLAYBOOKSUseful process appears when the work calls for it.
PLAYBOOKFollow-up Triage
Identify only the conversations where your team genuinely owes the next step.
unanswered leadsfollow-up queuestale sales emailinbox review
PLAYBOOKSpecific Follow-up
Draft a concise follow-up that preserves the real context and offers an easy next step.
draft follow-upwrite replysales emailnudge lead
TRY ITStart with a real job.
YOUEvery weekday, find open sales threads older than four business days where we promised the next step. Draft the follow-up but do not send it.
PLAYBOOKKeeper removes closed, opted-out, duplicate, and already-answered threads, then ranks the real obligations. Nudge drafts a short context-aware follow-up for each item. The user reviews every message before anything is sent.