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Setup guide

Follow Up Pipeline Agent for Hermes - sales follow-ups that happen on schedule

The free Follow Up Pipeline Agent runs on Hermes as three plain-text files: set it up once in your Hermes workspace, approve a sample-data test, then trigger each run with the usage prompt and this run's inputs.

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What the Follow Up Pipeline Agent does

On Hermes, this agent's files and outputs stay entirely on your machine. It reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status.

Pipelines rot quietly between reviews. This assistant scans last activity per deal, drafts the due follow-ups with the deal's real context, and proposes stage updates with the evidence attached - all pending your approval. The forecast stops being a guess because the pipeline stops being stale.

Where the Included files go in Hermes

Give Hermes the Included files in its workspace: skill.md becomes the standing skill, then run the setup prompt and approve the fictional-data test. Because Hermes is open-source and local-first, your prompts and outputs stay under your control.

What a run looks like on Hermes

A run looks like this: you ask Hermes to run sales-follow-up with this run's inputs, and it works through the workspace skill. The output - it reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status - is written to your own workspace for review.

Setup, step by step

  1. Place skill.md in your Hermes workspace as the standing skill for the job (for example: sales follow up).
  2. Run setup-prompt.txt; the agent runs sales-follow-up on fictional sample data first - approve that test before real work.
  3. Hermes is local-first and open-source, so the prompts, files and outputs stay under your control.
  4. Trigger each real run with usage-prompt.txt and this run's inputs; the workspace persists between asks.

Honest limits on Hermes

Hermes is a young, fast-moving open-source project. Expect rough edges, and verify its current file-handling in its own docs before a big setup.

Questions people ask

Does the Follow Up Pipeline Agent work on Hermes?

Yes - the agent is three plain-text files, and on Hermes they live in your Hermes workspace. The four setup steps below are the whole job: Place skill.md in your Hermes workspace as the standing skill for the job (for example: sales follow up). Then run setup-prompt.txt; the agent runs sales-follow-up on fictional sample data first - approve that test before real work.

What does the Follow Up Pipeline Agent produce on Hermes?

It reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status.. Hermes writes it into your own workspace - nothing leaves your machine. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Hermes?

No. AI Agent Skills is an independent store. We are not affiliated with, endorsed by, or sponsored by Hermes or its makers. Platform names belong to their owners; capabilities change, so check Hermes's current documentation.

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AI Agent Skills is an independent store, not affiliated with Hermes or its makers. Platform names belong to their owners.