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Flag stale proposals and engagements and draft the next move

Every proposal without a reply and every engagement without a milestone update, with the follow-up already written.

Salespartneraccount leadProfessional servicesMondays at 7:30am
Prompt
List every open proposal and active engagement with no client activity in [Days of silence before an item is stale] days. For each, summarize where it stands, what was last promised by whom, and draft a short follow-up that moves it one step. Stage the drafts for approval and rank the list by revenue at stake.
Works with
Use this template Save as workflow
How Company OS runs it

Drafts, then waits. Anything that leaves the company is staged for your approval.

Run details

Agent alex · Approvals external communication · Output stale pipeline report with a receipt · Mondays at 7:30am