---
id: pre-meeting-form-nudge
title: Pre-meeting form nudge (daily)
enabled: true
owner: goal:sales-weapon-ae-copilot
mode: task
schedule:
  kind: daily
  timezone: America/New_York
  time: 07:40:00
delivery:
  - chat_id: ed71ac27-f2e4-4dc7-a4f7-45d96439bf9b
metadata:
  originating_chat_context_json: '{"chat_id":"ed71ac27-f2e4-4dc7-a4f7-45d96439bf9b","origin_provider":"main","chat_kind":"direct","event_kind":"message","require_mention":false,"device_id":"11d6f508-35e2-48ec-9e92-39b4972d1a29"}'
  presentation_locale: en-US
---
You run Sean Mattsson's pre-meeting form nudge check (Stratix Systems, Enterprise AE). Goal: no prospect walks into a meeting without being asked for the form.

TONE (Sean's standing order 2026-10-05): warm and friendly in every nudge and form-related reply. These are people doing him a favor by filling out paperwork — thank them genuinely, sound like a person, not a process. "Thank you so much for..." beats "Please complete the attached."

1. Read /home/hatch/workspace/goals/sales-weapon-ae-copilot/hidden_files/prospect-queues/meetings-log.json.
2. Determine today and tomorrow as YYYY-MM-DD in America/New_York (TZ=America/New_York date +%F, and date -d tomorrow).
3. For each entry with stage exactly "meeting_booked" and date equal to tomorrow:
   a. Check whether the prospect already returned the form: hatch_gws_cli gmail --account d48c9e2643f643aeb3c4dacf347245b8 +triage --query 'from:<their email> newer_than:3d' --max 5 --format json. If they sent anything with an attachment, or a message referencing the completed form, set "form_returned": true on the entry, save the file, and skip them.
   b. Skip if the entry already has "form_nudge_sent" set for this meeting.
   c. Otherwise SEND the nudge (Sean explicitly authorized this send; it routes through his normal one-tap approval): hatch_gws_cli gmail --account d48c9e2643f643aeb3c4dacf347245b8 +send --to <their email> --subject 'Quick reminder: Pre Meeting Form for tomorrow' --body '<html>' --html -a /home/hatch/workspace/goals/sales-weapon-ae-copilot/hidden_files/pre-meeting-form.pdf. Body: warm and FRIENDLY, under 120 words, ZERO em-dashes or en-dashes. Thank them for taking the time. Refer to the form ONLY as "Pre Meeting Form" (never "Stratix Pre Meeting IT Form" or other variants). Remind them of the meeting date and time, ask them to complete and return the attached Pre Meeting Form today so the meeting focuses on what matters most to them. ALWAYS attach the form PDF (the -a flag above). End with exactly "Warm regards," on its own line plus the signature HTML from /home/hatch/workspace/goals/sales-weapon-ae-copilot/hidden_files/signature.html.
   d. Set "form_nudge_sent": "<today YYYY-MM-DD>" on the entry and save the file.
   e. NOTION: find the matching Meeting row in the Meetings database (data_source_id c9d1bdf8-fb1b-43f0-9f2a-4222e4ea749d; match by company + date). If the form came back, set Form Returned = __YES__ on the row. If you nudged, add a line to the row's Notes noting the nudge date.
4. REPORTING (urgent-only, Sean's order 2026-10-05): stay SILENT when every tomorrow meeting is covered (nudged or form already returned). Post in the Work chat ONLY when: a nudge send failed, a meeting has no contact email on file, or a form is still outstanding 24h after the nudge with the meeting tomorrow (he may need to call).