partner
Track follow-ups with business partners, vendors, and investors. Manage a CRM-style pipeline and schedule automated email reminders on an escalating cadence.
Instructions
Track follow-ups with business partners, vendors, and investors.
Manages a CRM-style pipeline for non-prospect relationships (e.g., API
vendors, investors, co-founders). Auto-sends email reminders when
follow-ups are due using an escalating cadence (1, 3, 7, 14, 21 days).
Args:
action: What to do:
"add" — Add a new partner to track (auto-schedules follow-ups)
"list" — Show all active partner follow-ups with due dates
"update" — Update partner info or add a note
"complete" — Mark a partner follow-up as done (got what you needed)
"snooze" — Push the next follow-up by N days
"cancel" — Stop tracking this partner
name: Partner's name (for 'add'). E.g., "Julien Crépieux".
company: Company name (for 'add'). E.g., "Unipile".
email: Partner's email (for 'add'). E.g., "partner@example.com".
context: What you're following up about (for 'add').
next_followup: Next follow-up date as YYYY-MM-DD (for 'add'). Defaults to tomorrow.
partner_id: Partner ID (for 'update', 'complete', 'snooze', 'cancel').
note: Add a note to the partner record (for 'update').
days: Number of days to snooze (for 'snooze'). Default 7.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | ||
| name | No | ||
| note | No | ||
| No | |||
| action | No | list | |
| company | No | ||
| context | No | ||
| partner_id | No | ||
| next_followup | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |