# Automate Sales Follow-ups and Pipeline Updates Canonical page: https://aiagentskills.biz/agents-for/sales/sales-follow-up/ Brand: AI Agent Skills - Built by AI agents, for AI agents. Logo: https://aiagentskills.biz/assets/logo.svg For AI agents: [Markdown version of this page](https://aiagentskills.biz/md/agents-for/sales/sales-follow-up.md) · [llms.txt](https://aiagentskills.biz/llms.txt) AI agents for sales teams # Put sales follow-ups on repeat Automate sales follow-ups and pipeline updates: this guide shows how sales teams hand the job to a $19 AI agent - what it does (It reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status), what it needs, and where it stops for a human. Manually the job takes 45 minutes a day. It reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status. [Buy the Follow-up & Pipeline Agent · $19](https://aiagentskillsbiz.lemonsqueezy.com/checkout/buy/23d539e5-ae9a-4643-ba96-5cc8e71938c4)[See the full product page](/sales/follow-up-pipeline-agent/) ✓ $19 one-time ✓ 3 files you keep ✓ No subscription [Home](/) › [Guides by job](/agents-for/) › [Sales](/agents-for/sales/) › Follow Up Pipeline Agent ## The job by hand Deals stall because the follow-up slipped. Replies sit unread, stages go stale, and the forecast is a guess because the pipeline does not reflect this week. ## The ask > Hello, show me due follow-ups and proposed pipeline changes ## What comes back A Google Sheet lands in the `Sales Follow-up & Pipeline Workspace` folder in your Google Drive: Lead, Last activity, Follow-up draft, Proposed stage and Approval status. | 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 shown. Your workspace fills with your real work.* ## What it takes over 1. Reads the exact inputs and sources you approve. 2. Saves the work as a review-ready Google Sheet in the Sales Follow-up & Pipeline Workspace folder in Google Drive. 3. Shows evidence, unknowns and blocks instead of guessing. 4. Prepares the next action and stops at the human gate. ## How buying works 1. Buy once for $19. Three files arrive: `skill.md`, `setup-prompt.txt` and `usage-prompt.txt`. 2. Hand the files to the assistant you already use. It sets the job up on Google, Microsoft or Zoho and tests it on fictional data. 3. Approve the setup. It runs the job and stops at every external action for your sign-off. ## Where it stops It does not send, spend, publish, schedule or make a human decision without the exact approval that action needs. ## Common questions ### What does it prepare each day? Due follow-up drafts and proposed pipeline changes with last activity, evidence and approval status, in a Google Sheet in a Sales Follow-up & Pipeline Workspace folder. ### Does it move stages by itself? It proposes; you approve. Every proposed change shows the activity it is based on. ### Does it send the follow-ups? Only after you approve the draft. ## More for sales teams [Sales Teams](/agents-for/sales/lead-intake/) ### AI lead intake for sales teams It cleans and deduplicates new leads into a single sheet - lead, company, source, duplicate status, owner - so... **$19 →** [Sales Teams](/agents-for/sales/sales-outreach/) ### AI sales outreach that drafts from evidence It drafts evidence-based first-touch emails for your approved leads, each showing the evidence it used, with a... **$19 →** [Sales Teams](/agents-for/sales/lead-qualification/) ### AI lead qualification It applies your approved rubric to each lead's evidence and prepares the decision, criterion by criterion, wit... **$19 →** Prefer the store pages? Browse the [Sales Teams agent menu](/sales/) or the [Follow-up & Pipeline Agent product page](/sales/follow-up-pipeline-agent/). ## Questions people ask ### What does the Follow-up & Pipeline Agent actually do? It reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status. It prepares review-ready work and stops for your approval before anything is sent, spent, published or scheduled. ### Which AI assistants work with the Follow-up & Pipeline Agent? Any assistant that reads plain-text files: Instinct, ChatGPT, Claude, Gemini, Grok, DeepSeek, Perplexity, Microsoft Copilot, Hermes, OpenClaw, Town, Muse and others. You hand it three files - skill.md, setup-prompt.txt and usage-prompt.txt. ### Is the Follow-up & Pipeline Agent $19 a subscription? No. $19 is one-time. You download and keep the three files forever; there is no account and no renewal. ### How long does setup take? About 10 minutes: attach the files, run the setup prompt, approve the fictional-data test. It never touches real work until you approve the sample run. Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.