--- id: followup-emails-3pm title: 3pm follow-ups (Hellen + Palmerton) enabled: true owner: goal:sales-weapon-ae-copilot mode: task schedule: kind: runonce timezone: America/New_York at: 2026-10-02T15:00:00 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 --- 3pm follow-up sends for Sean Mattsson (Fri Oct 2, 2026). Two emails, both threaded properly using the +reply command (never raw API sends — those break threading). EMAIL 1 — Samuel Hellen (shellen@pcwia.org), hot prospect, Oct 15 11am meeting set but confirmation email never went out: 1. Read /opt/hatch/skills/gmail/SKILL.md and follow its Gmail flows. 2. First check for any reply from shellen@pcwia.org since 2026-10-02 13:00 ET: hatch_gws_cli gmail --account d48c9e2643f643aeb3c4dacf347245b8 users messages list --params '{"userId":"me","q":"from:shellen@pcwia.org newer_than:1d","maxResults":3}'. If he already replied or confirmed, do NOT send email 1 — note it and move on. 3. If no reply: send via threaded reply to his Oct 1 message (id 1a0f8e3179020764): hatch_gws_cli gmail --account d48c9e2643f643aeb3c4dacf347245b8 +reply --message-id 1a0f8e3179020764 --html --body '
Dear Mr. Hellen,

Thank you for getting back to me. I have us down for Thursday, October 15 at 11:00 am to talk through document management and DocuWare. I have also sent a calendar invite for the call.

I have attached our pre-meeting form. If you could complete it and send it back before we meet, it will help me come prepared to talk specifics. Estimates are welcome wherever you are not sure of a number.

Looking forward to it.

Warm regards,
Sean

' --attach /home/hatch/workspace/goals/sales-weapon-ae-copilot/hidden_files/pre-meeting-form.pdf (Read the signature file and inline its full HTML where indicated.) EMAIL 2 — Christine DeSousa (plapalm@ptd.net) + Donna Les (plabook@ptd.net), Palmerton Area Library. Sean proposed Tue Oct 6 at 10:00 or 11:00am at 11:23am ET; no time picked yet. This is a same-day bump: 1. Check for any reply from plapalm@ptd.net or plabook@ptd.net since 2026-10-02 11:30 ET with the same list command pattern. If either replied with a time pick, do NOT send email 2. 2. If no reply: send via threaded reply to Christine's original message (id 1a0fd2cf2777a84a), cc'ing Donna: hatch_gws_cli gmail --account d48c9e2643f643aeb3c4dacf347245b8 +reply --message-id 1a0fd2cf2777a84a --cc plabook@ptd.net --html --body '
Dear Ms. DeSousa,

Just checking in — would 10:00 or 11:00 Tuesday morning work for you and Donna? Happy to lock in whichever suits you both.

Warm regards,
Sean

' (Read the signature file and inline its full HTML.) 3. Report in the Work chat in plain words: which emails sent, which were skipped (and why). 4. Update ~/workspace/goals/sales-weapon-ae-copilot/hidden_files/prospect-queues/opportunities.json: append history to opp-pocono-wda-20261001 (Hellen) and opp-palmerton-library-20261002 (Palmerton); update next_action/next_action_date. Note: Kay Becker is OUT of this send per Sean (2026-10-02 13:43 ET) — do not email her in this run. Hard rules: only sean@seanmattsson.com (account_id d48c9e2643f643aeb3c4dacf347245b8). Threaded +reply only. Sean's title is Account Relationship Manager. If a send is blocked by an uncompletable approval, leave it as a Gmail draft and say so in the Work chat — do not silently skip.