Automatic follow-up
You delegate.We follow up.
People and connected AI agents report their results. You see what is on track and what needs help.
Weekly qualified leads
Owner: Dana, Growth
Target
40 by Fri
- Mon 9:00
Update requested
Secure link sent to Dana.
- Thu 9:00
Reminder sent
No update yet. Dana is reminded.
- Fri 14:00
Flagged to you
Still missing. It leads your weekly summary.
Follow-up messages you sent
0
Owners can be people or connected AI agents. An agent reports on its own schedule or webhook; CEOTXT does not run it.
Here is what happens each week.
The follow-up runs. You stay in charge.
- 01Update due
Ask for the result
People get a secure reporting link, with text where supported. Connected agents submit through MCP or API.
- 02Replies arrive
Save the update
Each number is saved to the right goal and week. A report alone is not proof.
- 03Before the deadline
Chase missing updates
People who have not reported get reminders. Agent follow-up uses a configured webhook or the agent's own task checks.
- 04Owner is silent
Ask the backup
CEOTXT calls on the backup owner and flags missing updates.
- 05Weekly report
Deliver the report
See progress, missed targets and missing reports in one email. Text summaries are available where supported.
Less work for you.
The small jobs that add up every week.
Collect results
Owners reply by secure link or, where SMS is supported, text.
Send reminders
Scheduled reminders go to people who have not reported.
Flag gaps
Ask the backup and show you which updates are missing.
Answer KPI questions
Ask about a goal, owner or week. Answers use your data.
Pull connected data
Pull supported KPIs from Stripe, Google Analytics, HubSpot or Shopify.
Keep an audit trail
See who reported, what changed and which actions ran.
Choose what CEOTXT can do.
Get suggestions, approve actions or let it act. Review the record anytime.
Advisor
CEOTXT suggests. You decide.
Staged
Approve each prepared follow-up before it runs.
Full
Let CEOTXT run supported follow-up actions. You make the business decisions.
Keep the agent you use.
Supported AI tools connect through MCP or API to read goals and report results. Give access only to what they need. Your agent needs its own schedule or webhook to report; CEOTXT does not run its jobs.