Check Outreach Status & Create Follow-ups

Announce:

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Outreach Status Check started.
Checking environment...
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STEP 0 — Check Environment

Read .env in the current directory and source it.

Required tokens (variable names should be obvious from context):

• CRM API — contains "CRM" + "TOKEN"
• Notification Service Draft API — contains "DRAFT" and "TOKEN" or "BEARER"

Stop if missing.

Note: Throughout this skill, $<CRM_TOKEN_VAR> and $<DRAFT_TOKEN_VAR> mean "use the actual variable name from .env."

Once verified: Environment OK. Checking sent outreach...

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STEP 1 — Find SENT Opportunities

Query CRM for opportunities with demoStatus = SENT:

curl -s -X POST https://crm.psquared.dev/graphql \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $<CRM_TOKEN_VAR>" \
  -d '{"query":"{ opportunities(filter: { stage: { eq: SCREENING }, demoStatus: { eq: SENT } }, first: 50) { edges { node { id name outreachSentAt demoUrl { primaryLinkUrl } company { id name domainName { primaryLinkUrl } people(first: 5) { edges { node { id name { firstName lastName } emails { primaryEmail } } } } } } } } }"}'

For each opportunity:

• Use outreachSentAt timestamp to calculate days since sent

Announce:

Found [N] opportunities with SENT status:
1. [Company] — sent [N] days ago
2. [Company] — sent [N] days ago

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STEP 2 — Determine Follow-up Actions

For each opportunity, decide:

Days since sent	Action
< 5 days	Skip — too early for follow-up
5-10 days	Create follow-up draft
> 10 days	Create follow-up draft + flag as "cold"

Also check: if the opportunity stage has moved beyond SCREENING (e.g., MEETING, PROPOSAL), skip — they've already responded.

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STEP 3 — Determine Follow-up Template ID

Template UUIDs (hardcoded — do NOT query any API or MCP for these):

Template	Locale	UUID
demo-followup	de	6f49ef62-d62d-4a88-a58b-313340322d51
demo-followup	en	956b815b-4061-48e7-a351-e3215ae85f86

Match locale to company (same logic: .at/.de/.ch → de, else en).

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STEP 4 — Create Follow-up Drafts

For each opportunity needing follow-up:

If no contact email: Skip with note.

The follow-up uses the same template shell as outreach. Write a shorter, more casual follow-up. Don't repeat the original pitch — just check in and make it easy to click the demo link again.

curl -s -X POST https://notifications.psquared.dev/drafts/create \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $<DRAFT_TOKEN_VAR>" \
  -d '{
    "templateId": "[followup template UUID from step 3]",
    "locale": "[de|en]",
    "recipientEmail": "[contact email]",
    "recipientName": "[contact first name]",
    "variables": {
      "companyName": "[Company Name]",
      "demoUrl": "[demo playground URL]",
      "greeting": "[casual greeting — same tone as initial outreach]",
      "bodyParagraph1": "[short check-in — did you get a chance to look at the demo?]",
      "buttonText": "[e.g. Demo nochmal ansehen / View Demo Again]",
      "closingText": "[brief — offer to adjust the demo or answer questions]",
      "signoff": "[matching tone]",
      "senderName": "Martin"
    },
    "crmCompanyId": "[company ID]",
    "crmOpportunityId": "[opportunity ID]",
    "crmCompanyName": "[Company Name]",
    "draftType": "followup"
  }'

Announce after each: Follow-up draft created: [Company] → [email] (sent [N] days ago)

Note: This skill does NOT update CRM fields. When the follow-up is actually sent from the admin UI, the notification service automatically sets:

• demoStatus → FOLLOW_UP_SENT
• followupSentAt → current timestamp

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STEP 5 — Report

Announce:

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Outreach Status Check complete.

Follow-up drafts created: [N]
  - [Company A] → email (sent 6 days ago)
  - [Company B] → email (sent 8 days ago)

Too early for follow-up: [N]
  - [Company C] — sent 2 days ago

Already progressed: [N]
  - [Company D] — stage moved to MEETING

Cold leads (10+ days, no response): [N]
  - [Company E] — sent 12 days ago ⚠️

Next step: Review and send follow-ups at
→ notifications.psquared.dev/drafts
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CRM Fields Reference

Reads: demoStatus (filter SENT), outreachSentAt (days since sent), demoUrl, stage, contact info

Does NOT write any fields. The notification service handles CRM updates on actual send.