Next-step nudger: an AI agent that finds deals with no next step and drafts one
The next-step nudger finds open deals that have no next step, or a next step that's overdue. For each one it reads the deal's history, works out what should happen next and drafts it: a follow-up email, a call task or a question for the champion. The rep approves the email before it goes.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- Every morning, across all open deals.
- Works in
- Your CRM, email, calendar and call notes.
- Waits for a person
- Every email to a prospect. Tasks and reminders go to your team only.
- How you know it works
- Open deals without a next step, days deals sit idle, and deals restarted after a nudge.
What it does
- Finds open deals with no next step, an overdue one, or no activity for longer than you allow.
- Reads the history: the last call, the last emails and anything promised.
- Works out the most useful next move for the deal's stage.
- Drafts it: a follow-up email, a task or a meeting request.
- Sends the draft to the rep for approval and logs the next step in your CRM.
What it hands your team
Northwind Logistics: no reply for 12 days
- Last touch
- Proposal sent 12 days ago. Marcus asked for a rollout timeline to show his CFO.
- Draft
- Hi Marcus, picking up from last week's demo. You mentioned your CFO wanted to see the rollout timeline before signing off, so I put it on one page. Would 20 minutes on Thursday work to walk through it together?
- Status
- Waiting for the rep's approval.
Example output. The companies and people are made up.
Questions about the next-step nudger agent
How is this different from a CRM task reminder?
A reminder tells the rep a task is due. The nudger reads the deal, decides what the next step should be and drafts it, so the rep starts from a finished email.
Will it chase prospects too often?
It follows the spacing rules you set and skips deals with a meeting already booked. A rep approves every email.
Which deals does it skip?
Deals with a meeting on the calendar, deals your team has put on hold, and any you exclude.
More agents for deals
- Meeting prepBriefs each rep before every call from CRM, email and call history.
- Call notesWrites the call summary and next steps into the CRM.
- Pipeline reviewerScores every open deal against your qualification method, twice a week.
- Proposal drafterAssembles a first-draft proposal from the deal's notes.
- Questionnaire drafterDrafts answers to security and RFP questionnaires from your past ones.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.