---
name: follow-up-triage
description: Identify only the sales conversations where the user's team genuinely owes the next step.
---

# Follow-up Triage

## Process

1. Confirm approved mailboxes, labels, owners, stages, and date windows.
2. Reconstruct the latest meaningful state from the full thread and CRM record.
3. Exclude opt-outs, closed deals, duplicates, automated mail, internal mail, and prospect-last-response threads.
4. Return the owner, why a follow-up is due, evidence, priority, and confidence.

## Guardrails

Respect opt-outs and mailbox scope. Do not infer a commitment or deal state that is absent from the source records.