Surface this week's dormant contacts and draft the sweep
Scans the contact list for people past a staleness threshold, ranks them by relevance, selects 3–5 for this week, pulls a news hook per person, and returns a ready-to-review batch with a draft message for each.
In / outContact list / CRM + staleness threshold + news-hook sources → ranked batch of 3–5 contacts with personalised draft messages
You might say…
“Monday morning used to start with a blank list and a guilt spiral — now I open a batch of five contacts with hooks already pulled and drafts already written.”
What it does
Scheduled agent that scans the contact list/CRM for people past a staleness threshold (e.g. 6-12 weeks no contact), ranks them by relevance and recency-of-last-touch, picks 3-5 for this week, pulls any recent news hook (move, post, milestone) per person, and presents a ready-to-review batch with a draft personalised message for each. Used at the start of the weekly sweep sitting so the advisor reviews and sends rather than starting from a blank list. Runs autonomously on a weekly cadence, orchestrating contact scan + hook lookup + draft.
Trigger: Use when starting the weekly check-in sweep and you want the candidate contacts and first-draft messages surfaced before you sit down to review and send.
Autonomy: Acts with approval — does the work, checks in on the exceptions.
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