Next Step Agent

The agent runs each morning for calls held the day before. This gives the rep time to follow up and book the next meeting themselves before the agent flags the deal.

• Schedule: Daily, in the morning

• Scope: Calls held yesterday

Next, the agent checks the deal's calendar for buyer meetings scheduled during the next 30 days. It leaves out anything marked internal, so a team sync does not count as the next meeting with the buyer.

• Window: The next 30 days

• Excludes: Internal meetings

For each call held yesterday, the agent checks whether the deal has a future buyer meeting on the calendar. It leaves out closed deals and deals with a booked renewal, then suggests what the rep should do next.

You are checking calls held yesterday to find open deals with no future buyer meeting booked.

Input: the calls held yesterday, the associated deals and reps, and the deals' future meetings during the next 30 days. Internal meetings have already been excluded.

• List each deal whose most recent call has no future buyer meeting on the calendar.

• Give the deal, the date of the most recent call, and the rep who ran it.

• Suggest one clear action the rep can take to agree and book the next meeting.

Rules: ignore deals that are already closed. Ignore deals with a booked renewal. Do not count internal meetings as future meetings.

Return a list with the deal, last call date, rep, and suggested next action.

Finally, the agent sends a direct Slack message to the deal owner who ran the call. It sends one message per call the following morning, with an optional escalation to a manager if the rep does not act within the specified time frame.

• When: The morning after a call

• Escalates to a manager: Optional, if the rep does not act within the specified time frame

• Repeats: Once per call