Follow-up Gap Check
Review responsible ownership, first-response targets, follow-up schedules, next actions, escalation, and outcomes. Confirmed gaps receive a priority; unknown answers remain unevaluated.
Sign in to open this checkPractical business checks and free guides
Start with a useful workflow. Then review what you know about ownership, next actions, and delivery readiness. No paid CRM account or customer-system connection is required.
Explore the free guidesReview responsible ownership, first-response targets, follow-up schedules, next actions, escalation, and outcomes. Confirmed gaps receive a priority; unknown answers remain unevaluated.
Sign in to open this checkReview the receiving owner, scope, delivery date, context, assets or access, and acceptance. Missing owner, scope, or acceptance blocks readiness. Evidence coverage stays separate from readiness.
Sign in to open this checkEach result explains the supporting facts, unknown information, and three next actions. Check availability is shown after sign-in. The existing Handoff Failure Checklist remains a separate detailed assessment.
Read every step without signing in. Each guide includes responsibilities, exceptions, example messages, and a measurement checklist.
Free · Version 1.0.0
Give every missed call an owner, a next action, and a clear stopping point.
Markdown for your AIFree · Version 1.0.0
Keep open estimates moving with agreed follow-up dates and recorded decisions.
Markdown for your AIFree · Version 1.0.0
Confirm appointments clearly and give missed visits a respectful recovery path.
Markdown for your AIFree · Version 1.0.0
Start the relationship with clear scope, ownership, access, and a first milestone.
Markdown for your AIFree · Version 1.0.0
Transfer a sale only when the receiving team has the facts and accepts ownership.
Markdown for your AIPublic guide links work without a connection. For private checks, sign in and open Connect Your AI. That page shows whether customer access is available and supplies the connection details once enabled.
When customer access is enabled, add the displayed endpoint to an AI client that supports MCP with OAuth, sign in to MagicAiFlow, and review the client-specific consent screen. The six tools below read guides, evaluate supplied facts, and read your unexpired findings. AI evaluations do not save findings. Decline consent to cancel; use Disconnect in your dashboard to revoke access.
The connection cannot send messages, modify articles or business records, or save or delete checks. If consent is denied, access is unavailable, or a request fails, reconnect only through the dashboard's displayed instructions. A previous connection does not guarantee current access.
Use the MagicAiFlow workflow guides at https://www.magicaiflow.com/resources/business-checks#workflows to draft a follow-up process for my business. Ask which channel, staffed hours, owner, and follow-up cadence apply. Keep unknowns explicit and draft messages for my review; do not send them.
Review my unexpired saved MagicAiFlow checks through my authorized connection and identify the highest-priority confirmed gap. Cite the rule and evidence fields, distinguish unknown information, and suggest a related workflow. Do not change records or send messages.
The website, API, and AI connection use the same versioned contracts and deterministic rules. Guided mode requires all six defined answer keys, each set to yes, no, or unknown. Record mode uses true, false, or null for unknown facts, unique opaque references, and a nonempty batch of at most 100 records.
Dates must include a timezone offset and normalize to UTC. Activity cannot be later than the evaluation time. Due dates may be in the future; a deadline equal to the evaluation time is not overdue. Staleness needs an explicit positive threshold. The full HTTP request is limited to 65,536 UTF-8 bytes; unsupported fields and schema versions are rejected.
Read the generated JSON input and output schemasSaving through the API requires a request ID and an explicit as_of timestamp captured before the first attempt. Retry with that same ID, timestamp, and input. The schema document also lists runtime validation constraints and the six tool contracts. Use generated schemas for exact field names; no free-text customer details belong in an evaluation.
Use the Prompt Library and SOP Library through your existing account. For implementation help, explore business process implementation or framework and SOP development.
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