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Reminders

Follow-up reminders on your pipeline — never let a warm lead go cold.

note

Dismissing or snoozing previews first and asks for confirmation.


list_reminders​

List the active follow-up reminders for the workspace pipeline.

Returns​

List of reminders with the entity, its pipeline status, and when it's due.

Example prompt​

"What follow-ups are due this week?"


dismiss_reminder​

Permanently dismiss a reminder — it won't fire again for that entity and status.

Parameters​

NameTypeRequiredDescription
entity_idstringYesPipeline row id
statusstringYesThe pipeline status the reminder is tied to
firing_indexnumberNoWhich firing to dismiss (default 0)

snooze_reminder​

Snooze a reminder for a number of days.

Parameters​

NameTypeRequiredDescription
entity_idstringYesPipeline row id
statusstringYesThe pipeline status the reminder is tied to
daysnumberYesHow many days to snooze (e.g. 1, 3, 7)
firing_indexnumberNoWhich firing to snooze (default 0)

Example prompt​

"Snooze the Red Bull follow-up for 3 days"