Tasks & Projects

Chase Customers

One prompt, multiple actions. The AI nudges a stalled customer end-to-end – drafts a personalized follow-up email, adjusts the plan where deadlines have shifted, and queues reminders – pulling from Valuecase data, meeting transcripts, and your email provider.

AI Agent Prompt

Copy

Nudge {{companyName}} on their stalled or overdue items. Review this space and: - Identify what's overdue (tasks, milestones, decisions) - Pull recent meeting notes from Google Drive for context - Draft a personalized follow-up email in Gmail to the primary contact - Update plan deadlines if it's clear they've shifted Show me a summary of what you did and queue the email draft for my review.

What the AI creates

One prompt, multiple actions in this space. The AI drafts a context-rich follow-up, adjusts plans where deadlines have shifted, queues reminders, and tidies up completed tasks – all from a single message.

Pro Tip

More connected tools = sharper nudges. With Gmail, Google Calendar, and Drive connected, the AI can pull in transcripts and queue real follow-ups – not generic reminders. Email drafts always stay drafts until you hit send.

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Chase Customers

What the AI creates

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