すべてのタスク

Meetings on the calendar, and the replies you still owe

誰向けか

Someone whose meetings already exist and whose follow-ups die in drafts. A sales pipeline sheet is the sales task.

結果

A daily list of meetings with no sent reply, and three proposed times you still have to approve.

手順

  1. Connect the calendar you actually use. The phone-calendar tip is explicit: the bot may add a meeting and may not invite anyone.
  2. For scheduling threads, claim a bot mailbox, offer three times, and keep week-one approval on every send.
  3. Run the owed-follow-up check: meetings and commitments versus mail you actually sent, including drafts.
  4. After a sales call, Post Call can turn notes into todos. That draft still waits for you.

次にすること

Read the owed-follow-up use case, then open Post Call on the GTM desk if the meeting was a sales call.

GTM / 営業

設計図

ユースケース

テンプレート