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name: track-follow-ups description: "Monitor and coordinate follow-up actions for client accounts"

Track Follow-ups

Purpose

Monitor and coordinate follow-up actions for client accounts

This skill provides operational guidance for Track Follow-ups, including tool usage patterns, workflows, and quality expectations aligned with Syncolab skill standards.

When to Use

• Use when the user needs help with Track Follow-ups.
• When integrations for this domain are available and the task matches the workflows below.

When NOT to Use

• When the task is unrelated to Track Follow-ups or covered by a more specific skill.
• When required integrations or credentials are unavailable.

Expected Outcome

• Correct use of domain tools with verified results (not fabricated).
• Clear summary of actions taken, data returned, and recommended next steps.
• Errors and missing permissions reported explicitly.

Inputs to Gather

• User goal, constraints, and any identifiers (URLs, IDs, project keys).
• Available tool sets and connection status.
• Relevant context from related systems before destructive writes.

Workflow

1. Confirm the request maps to Track Follow-ups and required tools are available.
2. Gather identifiers and scope (project, channel, repo, date range, etc.).
3. Follow the domain guidance below; prefer list/search before get/update when applicable.
4. Execute tool calls using schemas from the integration; never invent tool output.
5. Summarize results and offer logical follow-ups.

Tool Availability Rules

Access	Behavior
Full tool access	Execute workflows, verify outputs, report errors.
Read-only	Inspect and plan; provide exact commands or dispatch request for writes.
No integration	State limitation; do not fabricate API results.

Related tool sets

• crm-api
• email

Review / Decision / Execution Criteria

• Prefer smallest safe change; confirm destructive actions with the user.
• Use evidence from tool responses; cite IDs and links when present.
• Match integration-specific conventions (JQL, RFC3339, A1 notation, etc.).

Output Format

Report:

1. What was requested and what was done.
2. Key results (tables or bullets).
3. Errors, blockers, or missing permissions.
4. Suggested next steps.

Quality Bar

• Specific, actionable, and grounded in tool output.
• Concise unless the user asked for detail.
• Respect rate limits, pagination, and API semantics.

Safety and Boundaries

• Do not commit secrets, tokens, or PII into skills or user-visible logs.
• Do not fabricate validation, send, or write confirmations.
• Confirm destructive operations (delete, destroy, mass update) when appropriate.

Escalation / Dispatch Rules

• If the task spans multiple domains, use or suggest related skills via relationships.skills.
• If write access is required but unavailable, dispatch or ask the user to enable tools.

References

• Legacy content migrated from skills/old_skills.json (track-follow-ups).
• skills/skill.instruction.md, skills/meta.instructions.md