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- access to search/read the inbox,
- enough thread context to understand what is still owed,
- a durable place to store waiting items,
- a next-review date or rule,
- a clear approval policy for reminder sends.
- Thread: stable thread/message reference
- Waiting on: person/company
- What is owed: the reply, decision, document, payment, approval, etc.
- Last contact: last meaningful outbound date
- Next review: date or rule
- Status: waiting / due / needs decision / snoozed / resolved
- Notes: only what the next check actually needs
- Only watch threads where someone else owns the next move. If the ball is back in your court, it belongs somewhere else.
- No reply does not automatically mean “follow up now.” The stored date/rule decides when it becomes due.
- A new reply does not automatically mean “resolved.” Re-read what was actually owed. Partial answers can keep the item open.
- The current thread beats stale state. FOLLOW_UPS.md or your database is a durable memory layer, not a substitute for checking what actually happened.
- resolved: the expected outcome arrived,
- still waiting: nothing changed, but another reminder is not needed yet,
- partial: a reply arrived, but something is still owed,
- due: no resolving reply arrived and the follow-up rule has fired,
- blocked: the thread/context cannot be verified.
- who/thread,
- what you are waiting for,
- how long it has been,
- why it is due now,
- the recommended next action,
- an optional prepared follow-up reply.