Metadata

name: next-step-tracker
description: Every weekday morning each promise made on a recorded call, by your team or the customer, is read from the call log, recorded once, closed when the activity log shows it was kept, and flagged in Slack once it falls due or goes overdue. Triggers: "track the next steps from our calls", "remind me when I promised something on a call", "what did we commit to and not do", "chase customer follow-ups we agreed on", "commitment tracker for sales calls", "flag overdue next steps in slack". Cargo CDK, defineAgent, harness claudeCode, call-capture entries, native models, Slack postMessage, ledger model; HubSpot, Salesforce or Attio as an adaptation. Skip when: you want calls written into the repository, which is call-capture; or a digest of everything that moved, which is standup.
version: 0.1.0
compatibility: Requires @cargo-ai/cli with @cargo-ai/cdk 1.0.92 or later, a Cargo workspace, a GTM repository whose cadence/log/calls/ is written by call-capture (or by hand in the same shape), and authorized GitHub, Slack and Anthropic connectors. No CRM is required: the example reads activity from native models, and a CRM-backed model is a swap.
homepage: https://github.com/getcargohq/gtm-skills/tree/main/next-step-tracker
metadata: {"author":"getcargo","source":"cookbook","personas":["account-executive","sales-leadership","sales-development"],"openclaw":{"requires":{"bins":["cargo-ai"]},"install":[{"kind":"node","package":"@cargo-ai/cli@latest","bins":["cargo-ai"]}],"homepage":"https://github.com/getcargohq/gtm-skills"}}

Next-step tracker

State: to-be-approved. Deploy-verified against a live workspace: yes, on 2026-10-08. The scheduled run read two call entries, recorded three commitments (two ours, one theirs), posted one nudge for the two overdue ones and marked only those nudged; a manual re-run the same day added no row and posted nothing. Treat Done when below as the acceptance test and review cargo-ai cdk plan before deploying. Make no outcome claim for this skill until it is approved.

The outcome

"We'll send that over by Thursday" stops being the sentence nobody remembers saying. Every weekday morning one agent runs, and three things happen:

New promises are recorded. The agent reads the call entries under cadence/log/calls/ (the ones call-capture writes) and records every specific commitment either side made, quoted, with a due date, in the commitments model. Same entry, same promise, one row forever.
Kept promises are closed, on evidence. For every open row it reads the gtm_activities model for an email, meeting, note or task on the account after the call that plainly matches the promise, or a later call entry that says it happened. It closes the row only on a match, and cites the record.
Due promises are posted. Open commitments due today or overdue go out in one Slack message, grouped by owner, overdue first. A customer's promise is posted as a follow-up for the rep to chase, not a task to do for them.

The repository is read and never written: no pull request to review every morning. The evidence models (gtm_activities, and gtm_accounts for who owns what) are read-only. Both are native, so the example deploys with no CRM; a team on HubSpot, Salesforce or Attio swaps them for connector-backed models (crm-backed below) and the prompt does not change. The only writes are the ledger and one post a day to a channel locked on the action.

Example

Every weekday morning, tell #deal-desk which promises from our calls are due or overdue.

Illustrative output, fictional records:

:hourglass: *Next steps due — Thu Oct 8*
*Dana Ruiz*
• Fabrikam: "Send the Globex migration one-pager to Priya" — you promised on Oct 1,
  due Oct 6 (2 days overdue). An email to Priya with the one-pager closes it.
• Northwind: "Legal will review the MSA by Friday" — they promised on Oct 2, due today.
  Follow up with Sam; nothing to do for them.
*Lee Park*
• Contoso: "Share the SOC 2 report" — you promised on Oct 6, due today. An email with
  the report attached closes it.
_Sources: cadence/log/calls/2026-10-01-fabrikam.md · cadence/log/calls/2026-10-02-northwind.md ·
cadence/log/calls/2026-10-06-contoso.md_

Eleven commitments were open; four closed overnight on logged activity, three were due and posted, and a second run that morning posted nothing.

Put it in your project

This folder is a worked example: real CDK resources written for some other company. The job is to end up with the code your company would have written, in your project, and an agent does the adapting. If the cargo-cdk skill is in your session it carries the long form of this; if not, this is enough.

Install it — the CLI does the copy. From inside the CDK project, cargo-ai cdk add cookbook/next-step-tracker writes this example to infra/next-step-tracker/ and this procedure to .claude/skills/next-step-tracker/. No project yet? cargo-ai cdk init <dir> --cookbook next-step-tracker && cd <dir> && npm install does both. If you are reading this from the project's .claude/skills/, the install already happened — start at step 2. On a CLI too old to have add, copy this folder in as a sibling of what is there by hand; everything below is unchanged.
Reconcile it with what is already declared. If the project already has a GitHub, Slack or Anthropic connector, or a gtm_accounts model, rewire the imports to the existing one and drop the copy; two resources with one slug is a collision at deploy.
Check there is a call log to read. ls cadence/log/calls/ on the default branch. Empty means install call-capture first, or the tracker runs clean and finds nothing every morning.
Point Slack at your channel. Authorize the Slack connector if the workspace does not have one (cargo-ai cdk add connector/slack). Set channelId in infra/agents/tracker.ts to a channel id (C…) from that connector's channel autocomplete, and invite the bot. references/nudge.md (installed beside this file) is the message shape.
Adapt. Work the sections below in order: What should not change is what you argue back about (say what breaks, then do it if they still want it); What you can change is what you offer unprompted; What you will be asked is the floor, and you derive before you ask. If you are asking more than about four questions you have skipped lookups. Record what you changed and why under a ## Decisions section in your copy of this file.
Check, then plan. node --import tsx evals/contract.mjs from this skill's folder, then npm run check && cargo-ai cdk plan from the project root. Confirm cargo-ai cdk check prints the agent bound to your repository with no trailing subdirectory. Show the diff, and deploy only on an explicit yes: cargo-ai cdk deploy.
Verify. Send the agent its trigger text once by hand (cargo-ai ai message create), and walk Done when line by line with evidence. Then send it again: the second run must add no row and post nothing.

What you will be asked

Derive before you ask. An input with a lookup is looked up, not asked. Only the ones marked asked genuinely live in the operator's head.

Input	Kind	How it is answered	Why it matters
repository binding (`infra/agents/tracker.ts`)	value	derived: leave `repository`, `defaultBranch` and `connector` unset; plan fills them from the checkout's git origin. `cargo-ai cdk check` prints what it resolved.	It is the only place the call log is read from. A hand-written `owner/name` is the value nobody notices is wrong until every morning comes back empty.
call log path	value	derived: `ls cadence/log/calls/` and read two entries. The prompt expects call-capture's shape: frontmatter with a date, and an Actions section of checkboxes.	A log in another folder or shape is read as empty, and an empty morning looks exactly like a team that kept every promise.
evidence source (`infra/models/gtm-activities.ts`, `gtm-accounts.ts`)	value	derived: `cargo-ai storage model list`. A project with a CRM-backed activities or gtm_accounts model uses `crm-backed`; otherwise the native models stay and something must fill `gtm_activities` (a sequencer webhook, a play, `cargo-ai storage record create-bulk`).	It is the only evidence a promise was kept besides a later call. An empty `gtm_activities` closes nothing, and the post grows every day until it is muted.
`channelId` (`infra/agents/tracker.ts`)	asked	the Slack channel id (`C…`) the nudges may land in, read from the connector's channel autocomplete. Invite the bot.	Nudges quote what customers said on calls. Locked so they never land in a customer shared channel.
`TRACKER_TIMEZONE` and the cron (`infra/agents/tracker.ts`)	asked	the team's morning. Keep the cron after call-capture's, so yesterday's calls are in the log when the tracker reads it.	A timezone that disagrees with the cron makes "due today" yesterday's list.
LLM connector and model (`infra/connectors/anthropic.ts`)	value	derived: `cargo-ai connection connector list`. Any Anthropic model pairs with `claudeCode`; `languageModel` is a placeholder to set.	The harness runs against Cargo's LLM proxy, so this is what each morning is billed against. An `openAi` connector here typechecks and fails at deploy.

Checked before moving on, not after the deploy:

cadence/log/calls/ on the default branch holds at least one entry with an unchecked action
cargo-ai cdk check prints agent:commitment_tracker bound to <your repo>#<branch> with no trailing subdirectory
channelId is a C… id the Slack connector can see, and the bot is in that channel
node --import tsx evals/contract.mjs passes

What you can change

Variation	When it is right	How	What it costs
`ours-only`	The team only wants to see what it promised	In §1 of `infra/agents/tracker.prompt.ts`, record only commitments with `promised_by` "us"	A customer's "legal will review by Friday" is the commitment most often lost, and it is the one a rep has to chase. Dropping it hides stalled deals.
`default-windows`	Your team's follow-up rhythm is not seven days for us, fourteen for them	Change the two fallbacks in §1 of the prompt	Only promises with no date said on the call use them. Too short and the post fills with things that were never late.
`quiet-day-line`	Silence on a clear day reads as a missed run	In §3 of the prompt, post one "Nothing due today" line instead of nothing	One more message a day in the channel. The default is silence because a nudge channel nobody needs to read is the one that gets muted.
`per-rep-dm`	Each rep wants their own list	One `postMessage` use per rep with its channel locked, and a map from owner to use in §3	Every rep added is a deploy. Never unlock the channel to let the agent find a DM itself.
`crm-backed`	The emails, meetings, notes and tasks already live in HubSpot, Salesforce or Attio	Replace `infra/models/gtm-activities.ts` and `gtm-accounts.ts` with connector-backed models (`fetchRecords`, every column, scheduled sync) of the CRM's engagements and companies, keep the slugs, and map the CRM's columns onto `account_id`, `opportunity_id`, `contact_id`, `occurred_at`, `kind`, `subject`, `body` and `owner_email` in the prompt's §2 query. Keep both read-only on `uses`	One more connector and a sync on a schedule. Evidence is as fresh as the last sync, so schedule it before the tracker's cron or a promise kept yesterday afternoon is nudged this morning. Never add CRM actions to the agent instead
`reach-back`	The log has more than 30 days of open promises worth chasing	Widen the window in §1	Backfilled promises arrive overdue all at once. Prefer letting call-capture's STALE-CHECK prefix keep old ones out.

What should not change

A commitment closes only on cited evidence. (infra/agents/tracker.prompt.ts §2) A row closed on a guess vanishes from the post and from everyone's mind, and nobody finds out until the customer asks. "Probably sent" stays open.
The ledger is the memory, and it is written after the post. (infra/agents/tracker.prompt.ts §1 and §3) commitment_id is the entry path plus the promise, so an entry is never re-extracted; last_nudged_on is set after the post succeeds, so a failed post is retried and a re-run posts nothing.
The repository is read, never written. (infra/agents/tracker.prompt.ts, Rules) Ticking checkboxes in the call entries would rewrite call-capture's record and open a pull request every morning that someone has to merge for the tracker's own state. State that changes daily belongs in a model.
The evidence is read-only. (infra/agents/tracker.ts) gtm_activities and gtm_accounts are on uses with readOnly: true. A tracker that can write the evidence can close its own commitments, and a CRM write action added for "convenience" creates tasks a rep spends the morning deleting.
channelId is locked on postMessage. (infra/agents/tracker.ts) The post quotes customers. A channel the agent picks is how one quote lands in front of the customer who said it.
Promises are quoted, not paraphrased. (infra/agents/tracker.prompt.ts §1) A paraphrase is how a rep gets chased for something nobody promised.

Done when

node --import tsx evals/contract.mjs passes
cargo-ai cdk plan reports the agent, the commitments, gtm_activities and gtm_accounts models, the three connectors and the two folders
the first run recorded one row per unchecked action in the last 30 days of call entries, each with a quoted promise, a due date and its source entry
to test without a CRM, seed gtm_activities (and a gtm_accounts row per test account) with cargo-ai storage record create-bulk --model-uuid <uuid> --records '[{"data":{…}}]', the model uuid read from cargo-ai storage model list
every row it closed cites a gtm_activities row or a later call entry that plainly matches the promise, and a seeded activity that does not match closed nothing
one message landed in the locked channel listing only open rows due today or earlier, grouped by owner, with every source entry on the last line
a second run the same morning added no row and posted nothing
a promise the customer made is phrased as a follow-up to chase, not a task to do
git log on the default branch shows no commit and no pull request from the tracker

What it costs

The evidence reads are SQL over workspace models and bill nothing. The post is slack.postMessage on the bound connector; immediately before the plan, run cargo-ai orchestration action list postMessage --kind connector --integration-slug slack and read the current cost out loud. The recurring cost is the harness run itself, once each weekday, billed as LLM tokens through the Anthropic connector. It scales with the number of call entries in the window and open commitments to check, not with the size of the activity log, and the run posts at most once.

Composes into

call-capture (the call log it reads), and standup (the evening recap can cite what closed today).

next-step-tracker

安装技能