Follow-Up Skill

What it does

Scheduled follow-up drafts, cancelled on reply, bounce or opt-out.
Schedule reminders for open commitments, cancelled when the task is done or the customer replies.
Remind pending approvers and escalate to their named delegate, cancelled when the decision arrives.
Remind the owner and escalate to the backup and team lead if the lead is untouched in the response window; cancelled on first touch.
Scheduled reminders, cancelled when the item is decided.
Schedule reminders and escalations on open exception items; cancel on resolution.

How to use it

Works in the AI tool you already use. Pick yours for the exact steps — full guide.

Which AI tool do you use?

Set up in ChatGPT

About 5 minutes

If you already use ChatGPT on the web or the app.

1
Download your skill (from the skill's page or My orders) and unzip it.
How do I unzip the download?
- Windows: right-click the downloaded file (it ends in .zip) → Extract All → Extract. A normal folder opens.
- Mac: double-click the .zip file. A normal folder appears next to it.
- Can't find the download? Look in your Downloads folder, or download it again from My orders.
2
Open ChatGPT. In the left sidebar click New project and name it after the skill.
3
Open the project's Instructions, paste in everything from SKILL.md, and save. If the folder also has a knowledge folder, add those files to the project too.
How do I copy what's inside SKILL.md?
- Open the unzipped folder and find the file called SKILL.md.
- Windows: right-click it → Open with → Notepad. Mac: right-click it → Open With → TextEdit.
- Press Ctrl + A then Ctrl + C to copy everything (Mac: ⌘ + A then ⌘ + C).
- Symbols like # and * are normal — they are formatting. Copy them too.
4
Start a new chat inside that project and ask for the job in your own words, for example:
Type something like
Use the follow-up skill. Here is what I need: <describe your task and paste any details, like a list or a document>

You're done when: ChatGPT asks for anything it's missing, then works through the job step by step. Every new chat in this project uses the skill.

Want to share it with your team? Create a custom GPT instead: paste SKILL.md into Configure → Instructions and add any extra files under Knowledge.

Questions

Is the Follow-Up Skill free?

Yes. Verify your email and the Follow-Up Skill downloads straight away — no card, no trial.

Which AI tools does it work with?

Any assistant that accepts files or custom instructions: Claude (Code, desktop and web), ChatGPT, Gemini, GitHub Copilot, Cursor, Windsurf, Codex and Gemini CLI, or any model through its API. The download includes HOW-TO-USE.md with the steps for each.

How do I install it?

Unzip it, then add SKILL.md to your AI tool: a skills folder in Claude, a Project or custom GPT in ChatGPT, a Gem in Gemini, a rules file in Cursor or Copilot — the how-to-use guide has the exact steps.

Which problem does it solve?

Regulated case files take forever to assemble. Prior auth and appeals, KYC and AML, mortgage conditions, insurance claims, leases and rent rolls, conflicts and pre-bill.

What it does

How it works

How to use it

Set up in ChatGPT

Inputs and outputs

Tools and integrations

Questions

Is the Follow-Up Skill free?

Which AI tools does it work with?

How do I install it?

Which problem does it solve?

More skills for this problem

Policy Check Skill

Document Intelligence Skill

Case Summary Skill

Reconciliation Skill