Proposal Follow-Up Agent
Proposal Follow-Up Agent
n8nMakeZapier🔌 MCP-ready
Health
80/100
▲ 0
📋 0 copies
Trigger Phrase
Use the Proposal Follow-Up Agent skill
Prompt
257 words# AUTOMATION READY: Proposal Follow-Up Agent
## Purpose
Monitor proposal status, draft timely follow-ups, and nudge the owner when a deal goes quiet.
## When to Use
Use this when the user needs to: Monitor proposal status, draft timely follow-ups, and nudge the owner when a deal goes quiet. It is designed for repeatable agent or automation work, not one-off fluffy prompting.
## Inputs Required
- Proposal sent date
- Deal value
- Buyer role
- Last interaction
- Follow-up rules
## Workflow
1. Check whether follow-up timing is appropriate
2. Summarise current deal context
3. Draft a useful follow-up that adds value
4. Hold external send for approval
5. Update CRM with next action
## Output Format
Follow-up workflow rules, message drafts, and CRM update map.
## Quality Rules
- Ground every claim in supplied inputs or clearly mark it as an assumption.
- Prefer specific fields, examples, and decision points over generic advice.
- Include a test command and pass criteria so the skill can be evaluated.
- Keep the output usable by a human first and automation-ready second.
## Guardrails
- Do not send emails, publish posts, contact leads, change calendars, spend money, delete data, or alter production systems without explicit human approval.
- Do not invent facts, private details, legal claims, prices, or external data.
- For web or profile research, use current sources and separate evidence from inference.
- For connected tools, use the minimum permission needed and log the action taken.
## Test Command
Run this skill on a simple example for Proposal Follow-Up Agent and return the expected output structure plus any missing inputs.
## Purpose
Monitor proposal status, draft timely follow-ups, and nudge the owner when a deal goes quiet.
## When to Use
Use this when the user needs to: Monitor proposal status, draft timely follow-ups, and nudge the owner when a deal goes quiet. It is designed for repeatable agent or automation work, not one-off fluffy prompting.
## Inputs Required
- Proposal sent date
- Deal value
- Buyer role
- Last interaction
- Follow-up rules
## Workflow
1. Check whether follow-up timing is appropriate
2. Summarise current deal context
3. Draft a useful follow-up that adds value
4. Hold external send for approval
5. Update CRM with next action
## Output Format
Follow-up workflow rules, message drafts, and CRM update map.
## Quality Rules
- Ground every claim in supplied inputs or clearly mark it as an assumption.
- Prefer specific fields, examples, and decision points over generic advice.
- Include a test command and pass criteria so the skill can be evaluated.
- Keep the output usable by a human first and automation-ready second.
## Guardrails
- Do not send emails, publish posts, contact leads, change calendars, spend money, delete data, or alter production systems without explicit human approval.
- Do not invent facts, private details, legal claims, prices, or external data.
- For web or profile research, use current sources and separate evidence from inference.
- For connected tools, use the minimum permission needed and log the action taken.
## Test Command
Run this skill on a simple example for Proposal Follow-Up Agent and return the expected output structure plus any missing inputs.
Before & After
❌ Without this prompt
Make me an automation for proposal follow-up agent.
✅ With this prompt
Use the Proposal Follow-Up Agent skill. Inputs: goal, systems, data fields, approval owner, and definition of done. Return the workflow, tests, guardrails, and approval checkpoint.
Install Instructions
Copy the body into Prompt Hub as a automation-ready. For Agent Skills, save as SKILL.md or paste into the target agent/project. For n8n/Make/Voiceflow, use this as the build blueprint before importing any third-party JSON.
Test It
Test command:
Run Proposal Follow-Up Agent with a tiny dummy case and verify it returns the declared output format, missing-input warnings, guardrails, and pass criteria.
Expected output:
Follow-up workflow rules, message drafts, and CRM update map.
Pass criteria:
- Passes when the output is specific, complete, safe, testable, approval-aware where needed, and immediately usable with light editing.
⚠️ Guardrails
- Human approval is required before external sends, publishing, destructive changes, spending money, calendar booking, CRM updates that change customer status, or production system changes. Use least-privilege tool access.
📁 Context File Tip
Source context: Sabrina Ramonov describes agents.sabrina.dev as a free library of AI agents and automations, including n8n and Make templates. Related source: https://www.sabrina.dev/p/free-ai-agents-and-automations-library. Agent-skill structure context: https://agentskills.io/home. Security context: https://arxiv.org/abs/2510.26328.