Sales Follow-up & Pipeline Agent

Stop rebuilding this work every time.

Prepare due follow-ups and conflict-safe pipeline updates from replies and activity. The agent keeps the steps, checks and output consistent, while you keep every decision.

Demo

Picture tomorrow's handoff.

Sales Follow-up & Pipeline WorkspaceGoogle Sheet

Your ask

"Hello, show me due follow-ups and proposed pipeline changes"

Filled outputSales Follow-up & Pipeline Workspace · Google Drive

Lead	Last activity	Follow-up draft	Proposed stage	Approval status
Rachel Kim (Clearbit-like data co)	Demo Sep 9, asked for pricing	Follow-up draft: recap + 2 pricing options, send by Sep 13	Proposal	Ready to send
Tom Alvarez (logistics startup)	Trial started Sep 4	Check-in draft: day-10 usage summary + book onboarding call	Trial	Ready to send

Sample data. Your agent fills the file from the sources you approve and flags anything it cannot verify.

What you get

Three files. One complete workflow.

skill.md

The full job, evidence rules, output checks and stop points.

setup-prompt.txt

Creates the tools, named Drive folder and sample-data test.

usage-prompt.txt

The short request you reuse whenever the job comes up.

Set up once

Working in three steps

Give the setup prompt to your assistant

It checks access, creates the folder and builds the output file.

Point it at the inputs you approve

Use Google by default, or the Microsoft or Zoho alternative.

Review the filled output

Unknowns and next decisions are shown instead of guessed.

You stay in control

Where the agent stops

It does not invent missing facts or hide weak source evidence.
It does not send, publish, spend, schedule or make a human decision without approval.
It flags blocked work and tells you exactly what is needed next.

Put this job on a repeatable workflow.

Instant download · Keep the files forever · One-time $19

Buy for $19

Complete the workflow

Add the next agent when this job is working

Sales Lead Intake Agent - continue the workflow. Final URL: https://aiagentskills.biz/leadintakeagent

Sales Outreach Agent - continue the workflow. Final URL: https://aiagentskills.biz/outreachagent