A working example from Loop XXI
Follow-up Worklist
Give every open inquiry an owner, a next action and a due date. Review the gaps before they become forgotten work.
Your CSV stays in this browser. This tool has no analytics, AI calls, uploads or saved history. Downloads are saved only when you request them.
Your review queue
Run the review to see your worklist.
| Reference | Owner | Next action | Due date | Review flags |
|---|
How the review works
Rules flag missing references, duplicate references, invalid dates and unknown statuses first. Open records are also checked for overdue or today’s due dates, missing owners, missing next actions and missing due dates. Scores combine these flags to order the queue; they do not predict a lead’s value. Valid closed records are excluded. Duplicates are flagged, never merged or deleted. A person decides the next action.
The synthetic example uses September 4, 2026 as its review date. The export neutralizes formula-leading characters for safer spreadsheet use. It does not send email, update a CRM or claim that follow-up has happened.
Want this handoff in your existing systems?
The $750 Inquiry Workflow Pilot adapts one intake-to-review workflow with an agreed scope, tests and handoff.
Explore the pilot →