Follow-ups
The things emily notices about your own work — a deal gone quiet, a client who never replied — kept for when you look.
What she notices
Alongside the two ERP checks in what emily watches, emily keeps an eye on your own sales work and notes what's slipping:
- A deal that's gone quiet. An open deal with no update in 14 days or more — more urgent at 30 days, or when the deal is large.
- A deal past its close date. Still open after the date you expected to close it.
- A late-stage deal with no notes. At proposal or negotiation, with nothing written down about it.
- A client who never replied. Mail you sent to someone in your CRM that nobody answered — on an IMAP or Gmail mailbox. Outlook mailboxes aren't covered yet.
- A question you keep asking. The same request three times in a week, which is usually a report or an automation waiting to be set up.
Each one is yours: follow-ups are per person, built from your own deals and mail.
Where they show up
Follow-ups wait quietly where you already look — she doesn't message or call you about them:
- in your morning briefing — say "bom dia" or "what's my day?";
- on the "emily noticed…" chip when you open the workspace;
- whenever you ask "what needs my attention?", on any channel — WhatsApp, a phone call, browser voice or chat.
Tell her one is handled, or dismiss it, and it goes away.
Next: what emily watches
See what emily watches for the two checks she runs against your ERP — low stock and overdue debt.