Let AI prioritize and send your follow-up reminders automatically

AI reads each new task or proposal, ranks how urgent it is, and sends the right reminder through email or Slack.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig[\"new proposal or task logged"\]:::trigdata s0["classify urgency level"]:::task s1["send follow up reminder"]:::task s2[("log follow up status")]:::store s3["post daily summary"]:::task trig --> s0 s1 --> s2 s2 --> s3 gx{"× how urgent is it"}:::gate s0 --> gx p00["send immediate email and slack alert"]:::task gx -->|"high urgency"| p00 p10["schedule reminder for later"]:::task gx -->|"medium urgency"| p10 p20["add to weekly summary"]:::task gx -->|"low urgency"| p20 jn{"○ reminder sent"}:::gate p00 --> jn p10 --> jn p20 --> jn jn --> s1 out[/"prioritized reminders delivered on time"/]:::out pay{{"nothing falls through the cracks"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsProject & Task ManagementScheduling & Calendar
Connects
Google SheetsGmailSlackOpenAITwilio
Featured in

The problem it solves

You lose track of which proposals, tasks, or client emails still need a follow-up, and by the time you remember, the opportunity has gone cold. Not every follow-up deserves the same urgency, but sorting that out manually takes time you don't have.

Who it fits

A consultant, agency, freelancer, or project manager who needs proposals and tasks followed up on time.

How it works

  1. A new proposal, task, or client email is logged in Google Sheets, your CRM, or project tool
  2. OpenAI reads the item and classifies it as high, medium, or low urgency
  3. High-urgency items trigger an immediate email and Slack alert
  4. Medium items get a scheduled reminder, and low items roll into a weekly summary
  5. Google Sheets logs the follow-up status, and Slack receives a daily summary of what's pending
What you get

Proposals that get followed up before they go cold

Every new task or proposal gets ranked by urgency and routed to the right reminder automatically.

What you get

Prioritized follow-up reminders delivered by email and Slack, plus a daily summary.

What you need

A Google Workspace account, a Slack workspace, an OpenAI API key, and optionally Twilio for SMS.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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