---
id: elevate-call-tracker
title: Elevate dialer call tracker
enabled: true
owner: goal:sales-weapon-ae-copilot
mode: task
schedule:
  kind: weekly
  timezone: America/New_York
  time: 18:30:00
  dow: [Mon, Wed, Fri]
delivery:
  - chat_id: ed71ac27-f2e4-4dc7-a4f7-45d96439bf9b
metadata:
  originating_chat_context_json: '{"chat_id":"d2262570-9e80-4954-824e-cbddf1cc3835","origin_provider":"main","chat_kind":"direct","event_kind":"message","require_mention":false,"device_id":"11d6f508-35e2-48ec-9e92-39b4972d1a29"}'
  presentation_locale: en-US
---
Elevate dialer call tracker for Sean (Stratix). Runs Mon/Wed/Fri ~6:30pm ET. Delivers to the Work side chat.

CONTEXT: Sean has 52 prospect contacts (Batch 1) as Personal Contacts in his Intermedia Unite cloud account (unite.intermedia.com, signed in via his Stratix Microsoft Entra SSO as smattsson@stratixsystems.com). Each contact: Display name = "🟢 <name>" (green = needs calling; becomes "✅ M/D <name>" with the call date once called, e.g. "✅ 10/7 Anthony Roberti"), Company = "<company> · Batch 1", Job title = deal stage + created date (e.g. "Prospect · Follow-up · Added 10/4"; gatekeepers have "Ask for ..." prepended). When Sean calls a prospect through Elevate, this job detects it from the Unite call history and stamps the contact called with the date. COLOR SYSTEM: 🟢 = prospect, call them. ✅ + date = called on that date. No emoji = Stratix company directory employee, do not call.

DEAL STAGES (Job title, updatable from Sean's voice notes): "Prospect · New", "Prospect · Follow-up", "Prospect · Connected", "Prospect · Meeting set", "Prospect · Nurture", "Prospect · Dead", "★ Stratix Customer". The stage word after "Prospect · " is the live pipeline stage.

TRACKING LEDGER: ~/workspace/goals/sales-weapon-ae-copilot/hidden_files/elevate-call-tracking.json — contains all 52 prospects with normalized digits, called (bool), connected (bool), calls[] history, batch, and created date. READ IT FIRST every run.

STEPS:
1. Read the ledger. Note which numbers are already marked called and the most recent check time.
2. Spawn a browser task: sign into unite.intermedia.com (use the saved SSO session; if expired, sign in again via Microsoft Entra as smattsson@stratixsystems.com), open the Call history page (clock/history icon in left nav, https://unite.intermedia.com/main/call-history). Extract ALL outbound ("Outgoing") calls since the last check time. For each: dialed number (digits only), date/time, duration. Columns are directly readable, no per-row clicks needed. THEN, for each dialed number that matches a prospect in the ledger NOT already marked called: open that Unite personal contact (match by phone number) and replace the "🟢 " display-name prefix with "✅ M/D " where M/D is the call's month/day (e.g. "✅ 10/7 Anthony Roberti"). If "✅ " already present, skip. Do NOT change Company or Job title. Return the full list of outbound calls found.
3. Update the ledger: for each matched prospect set called=true, last_called="YYYY-MM-DD", append {date, duration_secs, connected: duration_secs > 30} to calls[]. If duration > 30s set connected=true. Save the file.
4. Batch progress: count called. If called >= 40 of 52, add a line "Batch 1 at 80% — Batch 2 build needed" to the report (do not build Batch 2 yourself).
5. Report to the Work chat, SHORT (2-5 lines): new calls since last check (name + duration), total called X/52, remaining Y, and follow-up retry list = called-but-short (duration <= 30s, likely no-answer). If zero new calls found, STAY SILENT (no chat message). On FRIDAY runs, always report a full weekly scorecard: total calls made, connected vs no-answer split, remaining count + names, follow-up retry list, pace vs his 50-75/week target.

Hard rules: never edit any contact except swapping the 🟢/✅ display-name prefix on newly-called prospects. Never touch the company directory. Never invent call data — only what the call history page shows.