Follow-ups & Reminders

After any interaction, you can set a follow-up reminder. Tell your AI employee when to follow up and it creates a tracked reminder linked to the contact, company, and deal. For example, "follow up with Sarah in one week if she hasn't responded to the proposal." The AI sets the date and will remind you when it is due. You can also let the AI suggest follow-up timing based on the context.

All follow-ups are tracked with due dates and surfaced in your daily briefings. Overdue follow-ups are highlighted so you can address them promptly. The AI can also provide a summary of all pending follow-ups — "show me all follow-ups due this week" or "what follow-ups are overdue?" This prevents the common problem of losing track of pending actions across multiple client relationships.

Your AI employee proactively surfaces follow-ups that need attention. In your daily briefing, overdue and upcoming follow-ups are listed prominently. If you are discussing a client and there is a pending follow-up for them, the AI will mention it. This proactive approach ensures that important follow-ups are never forgotten, even across a large portfolio of relationships.

When you complete a follow-up, tell the AI and it will mark it as done and log the activity. If you need more time, reschedule it — "push the ACME follow-up to next Tuesday." If the follow-up resulted in new action items, you can create additional follow-ups in the same conversation. The AI tracks completion rates so you can see how well you are keeping up with your commitments.