follow-up-tracker

Track deal action-items by scanning Linear projects and consolidating meeting notes into a single view. The follow-up tracker classifies items by deadline, categorizing them as overdue, due soon, on track, or no date.

Surface overdue follow-ups by running the tracker against your configured company data in config/company.yaml. It reads meeting notes paths and automatically flags overdue and due-soon items for quick triage.

Priority classification for pipeline action items works by reading deadlines and categorizing each item into four buckets: Overdue, Due Soon, On Track, or No Date. This provides fast review and accountability across all deals.

Yes, you can use existing CRM data and meeting notes to prevent missed follow-ups. The tracker reads your configured company data and meeting notes paths, consolidating updates into a unified dashboard for accountability.

Before running the follow-up tracker, you need a config/company.yaml file configured with your company data and accessible meeting notes paths. The tool uses these inputs to scan Linear projects and classify action items.

Yes, the follow-up tracker works with Linear by scanning your Linear projects to extract action items. It consolidates these Linear updates with meeting notes to surface deal progress and prevent stalled pipeline deals.