Shared follow-ups

Track every promised follow-up across the team so none are missed.

Reps promise follow-ups on calls and in email, then forget. Hops reads the team’s threads and keeps one table of what was promised, to whom and by when.

How it runs: Scheduled. An automation runs every weekday at 8am, posts overdue follow-ups per rep and updates the follow-up Table. You can also ask Hops any time.

What it does

• Finds promises in email. Hops looks for phrases like send, share and get back to you in the team’s Gmail or Outlook threads.
• Logs each one. Account, what was promised, owner and due date go into a single table.
• Matches to the CRM. Each follow-up is linked to the account or deal so managers see the stakes.
• Drafts the overdue ones. For anything late, Hops writes the email so the rep only has to send it.
• Posts per rep. Each rep sees only their own overdue items in the morning post.

Ask Hops

Copy a prompt into any chat with Hops, or mention @Hops in a Space.

What follow-ups do we owe this week?

List overdue follow-ups for each rep.

Which pricing sheets did we promise to Acme and Globex and not send?

Draft the overdue follow-ups for Marcus.

Show all follow-ups tied to deals closing this quarter.

Example reply:

11 follow-ups owed this week:

• 4 are overdue; drafts ready for each.
• 3 promised pricing sheets not yet sent.
• Table updated with owner and due date.

What you get

• An answer in chat, in the same thread, with what is owed and by whom.
• A morning post every weekday at 8am in Slack or the Space chat with overdue follow-ups per rep.
• An updated Table in Tables of the Space with every promise, owner, due date and status.
• Email drafts for anything overdue.

Connections needed

Connect these apps. Each card opens Connections in the app.

Gmail

Reads threads for promises and holds drafts (or Outlook).

HubSpot

Links follow-ups to accounts and deals (or Salesforce).

Slack

Posts overdue follow-ups per rep.

Set it up

1. Connect your apps

   Connect Gmail or Outlook, your CRM and Slack in Connections.

   See Connections.

2. Create the Space

   Create a sales-hq Space for the team and keep the follow-up table in Tables.

   See Spaces and Space context.

3. Add the skill

   Give Hops these instructions:

   You track follow-ups. Find promises in email threads (send, share, get back to you). Log account, what was promised, owner and due date. Draft the follow-up for anything overdue.
   

   See Build a skill.

4. Schedule it

   Every weekday at 8am Hops posts overdue follow-ups per rep and updates the follow-up Table in Tables.

   See Automation.