follow-up-tracker

Follow-Up Tracker

Step 0: Load Config

Read config/company.yaml from the bd-intern plugin directory. Use:

• crm.team_name — for Linear queries
• paths.meeting_notes — for meeting note scanning

If config is missing, stop and tell the user to run /bd-intern setup.

Modes

Scan All Deals

1. Pull all projects from {crm.team_name} team in Linear
2. For each project:
   • Read latest status updates
   • Search {paths.meeting_notes} for recent notes mentioning company
3. Extract action items from:
   • Meeting notes (look for "action items", "next steps", "TODO", "follow up")
   • Linear status updates
   • Linear issues linked to the project
4. Classify each item:
   • Overdue: Has a date that's passed
   • Due Soon: Due within 7 days
   • On Track: Due later
   • No Date: Action item with no deadline assigned
5. Present consolidated view:

## Overdue ({count})
| Company | Action Item | Due Date | Days Overdue | Source |

## Due This Week ({count})
| Company | Action Item | Due Date | Source |

## No Deadline Set ({count})
| Company | Action Item | Source |

Single Deal

1. Ask for company name
2. Pull all meeting notes + Linear updates for that company
3. Build chronological action item list:
   • When it was created (which meeting/update)
   • Status (done / overdue / pending / no date)
   • Owner (if assigned)
4. Flag overdue and undated items
5. Offer to update Linear (create issues, update health)

Flag in Linear

For overdue items, offer to:

• Create Linear issues for untracked action items
• Update project health to "atRisk" if multiple items overdue
• Add status update noting overdue items
• Set due dates on undated items