AI AGENTS
Chase open questionnaire questions before the deadline
On a daily schedule, scans in-flight questionnaires for unanswered or unapproved questions and nudges the assigned owners, escalating anything past due to the deal owner.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionRead open questionnaires and question statusAirtable
- LogicIdentify unanswered, unapproved, or overdue questions
- ActionSend owners reminders for pending questionsSlack
- OutputEscalate overdue items to deal ownerSlack
What it does
Makes sure no questionnaire stalls because a question is sitting unassigned or unapproved. Each day it inventories every open questionnaire, finds the gaps, and pings the right people with exactly what they still owe and by when.
When to use it
Use this when questionnaires are time-sensitive to a deal close and answers are spread across several owners who need reminding. Removes the manual job of someone reading the tracker every morning and DMing stragglers.
How it works
- 1A daily schedule triggers the run.
- 2The agent reads all open questionnaires and their question status from Airtable.
- 3A logic step identifies questions that are unanswered, unapproved, or past their due date.
- 4For pending items it sends each owner a Slack reminder listing their outstanding questions and deadline.
- 5For overdue items it escalates with an at-risk summary to the deal owner so they can intervene.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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