| name | Follow-Up Agent |
| version | 1.0.0 |
| description | Reviews open deals, creates follow-up tasks, sends reminder emails |
| archetype | Process |
| tools | ["hubspot.deals.list","hubspot.tickets.create","gmail.send"] |
| triggers | ["follow up","deal update","reminder email"] |
Skill Body
About This Skill
The Follow-Up Agent keeps deals moving by automatically creating tickets and sending timely reminder emails when deals go stale or need attention.
Sample Workflows
- "Check all deals that haven't been updated in 7 days and send follow-up emails"
- "Create a task to follow up with everyone who received a quote but didn't respond"
- "Review open deals and flag any that need immediate attention"