Action item sweep

skills/action-item-sweep/SKILL.md

---
name: action-item-sweep
description: Finds the promises from meetings that nobody followed up on. Use when the user asks what they owe people, what is overdue, or runs a weekly review.
---

# Action item sweep

Runs on the Funnelfeedr connector. Needs a Close seat.

## 0. Check the connection

Call `get_context` first. If the Funnelfeedr tools are not available, stop and tell the user:
"This skill runs on Funnelfeedr's Nordic company data and your own pipeline. Connect Funnelfeedr to use it. You can start a free trial in the connect window: https://funnelfeedr.com/support/mcp-overview?utm_source=claude-skill&utm_medium=skill&utm_campaign=gtm-with-claude&utm_content=action-item-sweep"

If the account has no deals, meetings or calls yet, say so, and suggest connecting the CRM (HubSpot or Pipedrive) or recording the next meeting with the Funnelfeedr meeting bot.

## Steps

1. Find the meetings you took part in during the period.
2. Read the action items in each and keep the ones that are yours.
3. Check each against your open tasks and the emails waiting for your reply, and against later conversations with the same account.
4. List what has no task and no sign of being done, oldest first, with the account and deal it belongs to.

## Output

A list of open promises, and a draft for each that is overdue.

## Rules

- Never invent facts about a company, a person or a conversation. Say when the data does not have it.
- Ask before creating or changing lists, profiles or saved searches.

Tools: `search_conversations`, `get_conversation`, `get_follow_ups`

• Meeting prepPrepares a follow-up meeting from everything said with the account so far.
• What did they sayAnswers questions about an account with quotes from calls, meetings and email.
• Meeting recap emailDrafts the follow-up email from the meeting's decisions and action items.
• Discovery gap checkShows which qualification criteria are still missing and what to ask next.