client-followup

client-followup

"Who haven't I talked to in a while." Surfaces dormant clients + drafts personalized re-engagement mails. Drafts only — user sends manually. Full pipeline view → pipeline-review.

Verbs (the installed lark-* skills): drive +search --doc-types bitable (find CRM Base), base +record-list (--base-token/--table-id/--view-id — dormant via a filtered view, no --filter flag), base +record-get, vc +search (--participant-ids/--start/--end), mail +draft-create (--to/--subject/--body — creates a draft, never sends). Mail's list verb is mail +triage (date/from/subject/message_id; --query for search) — inbox/folder survey also via atomic lark-mail skill. Atomic shapes + token flags: connectors/LARK-RECIPES.md.

Workflow

1. Discover CRM table. memory/accounts.md has Base token, else drive +search --doc-types bitable --query "CRM" --jq '.data' (peek shape — needs search:docs:read scope) → ask user to pick.
2. Threshold. Default 21d no-touch (arg --days N overrides).
3. Pull dormant clients. base +record-list --base-token <t> --table-id <CRM> --view-id dormant-active --field-id name --field-id company --field-id last_touch --field-id email --limit 50 (set up a filtered "dormant-active" view in the Base, or pull active and filter last_touch < threshold client-side).
4. Per client, gather context (parallel batch): mail history via atomic lark-mail skill; vc +search --participant-ids <open_id> --start <t-180d> --end <t> --jq '.data.items[]|{id,info:.display_info}' (vc +search data is a dict — meetings live in .data.items[]); CRM record notes via base +record-get.
5. Synthesize per client: last topic discussed, pain point stated, a genuine reason to re-engage.
6. Draft mail per client. mail +draft-create --to <email> --subject "<personalized>" --body "<refs last topic + reason>" → creates a draft (never sends). Capture draft info.
7. Report: dormant count + per-client block (name/company, last touch + days ago, last topic, suggested angle, draft preview). End: "Review each draft in Lark Mail UI before sending — NOT sent."

Hard rules

1. NEVER auto-send — mail +draft-create only. Drafts live in Lark Mail UI; user reviews + sends there.
2. Personalize — each draft refs ≥1 concrete history item. No generic "checking in".
3. Tone gentle, not pushy — no "limited time" / "before it's too late".
4. Respect per-account tone from memory/accounts.md.
5. Don't re-draft if followed up recently — check mail history; a draft from last 14d not yet sent → surface it instead.
6. Batch ≤20 drafts per run — split if more.

Memory

Required: accounts.md (tone + last context per VIP client). Recommended: playbooks.md, won-deals.md. Empty → drafts more generic, emits a setup warning.