Keep commitments visible

Follow-up Ops Center reminders brings overdue, due-today, and upcoming follow-up reminders into one operational work list.

It helps your team keep commitments visible and decide which customer or internal follow-up needs attention next. It does not close or change a reminder for you.

Who can use this playbook?

Your company needs the Ops Agents feature. Users see resulting work according to their normal follow-up access; editing the playbook requires Ops Center Admin.

Where to find it

Select your entity.
Open Ops Engine > Agents.
Select Follow-up Ops Center reminders.
Open Ops Center to review the reminder work list.

What it reviews

Overdue follow-up reminders.
Follow-ups due today.
Upcoming follow-ups.

Customize the review

Use the available timing conditions to focus the list.
Keep display in Ops Center enabled for a shared follow-up queue.
Adjust the run cadence to suit how often the team reviews reminders.
Add notes that clarify ownership or the intended follow-up process.

What does not change

The playbook makes reminder work easier to see. The related Notes or CRM Notes remain the source for the follow-up details, completion, and communication history.

If expected reminders are missing

Confirm the correct entity and your access to the related follow-up.
Open the related Note or CRM Note to confirm its due date and status.
Confirm that the playbook is active and wait for the next run after a setting change.

Follow-up reminders playbook