---
title: "The \"Commitment Tracker\" Bot"
url: https://stacklist.com/card/f3beab8d-824b-4f82-af9b-debcd411a9bb
source_url: "https://sixtysixten.com/playbooks/commitment-tracker/"
stack: https://stacklist.com/stack/69029208-245e-41d0-8b12-84d73337223f
summary: "The Commitment Tracker Bot is a playbook for monitoring and tracking commitments made during calls and emails, extracting them automatically and managing follow-ups through a centralized dashboard. It provides a structured workflow for defining commitment taxonomy, building extraction engines, and creating tracking systems to ensure accountability and deal progression across sales teams."
tags: "commitment-tracking, sales-automation, workflow-management, crm-integration, accountability, deal-progression, follow-up"
key_entities: "Commitment Tracker Bot (technology), GPT-4 (technology), Gong (technology), Chorus (technology), Fireflies (technology), Gmail (technology), Outlook (technology), Slack (technology), commitment-extraction (concept), sales-accountability (concept), deal-progression (concept), Account Executives (person), SDRs (person), Customer Success managers (person)"
classification: "framework"
content_hash: "sha256:8e0405f3ca57ae89b31c2e8a790240d0d6e81b6b5b5ffff5adb76091157eb050"
acp_version: "0.2"
token_counts_approximate: 2223
visibility: public
agent_accessible: true
status: "final"
---

# The "Commitment Tracker" Bot

Overview What It Is The Commitment Tracker Bot monitors calls and emails to extract commitments—'I'll send that proposal by Friday' or 'Let me check with finance and get back to you'—then tracks them in a central dashboard with automated reminders when follow-ups are due or overdue. Why It Matters Missed commitments erode trust. When a rep promises something and forgets, the prospect notices. Tracking commitments ensures accountability on both sides—your team's follow-through and prospect commitments that signal deal progression. Who It's For Account Executives managing multiple active deals SDRs tracking follow-up commitments Customer Success managers with renewal action items Sales managers ensuring team follow-through Preconditions Required Tools Call recording platform (Gong, Chorus, Fireflies) Email integration (Gmail, Outlook) GPT-4 for commitment extraction Task management or CRM for tracking Slack for reminders Required Fields/Properties Commitment text/description Owner (internal or external) Due date (explicit or inferred) Related opportunity/account Source (call, email, meeting) Definitions Required What constitutes a 'commitment' vs. general statement How to infer due dates when not explicit Escalation path for overdue items Completion verification process Step-by-Step Workflow 1 Define Commitment Taxonomy Goal: Establish what counts as a trackable commitment. Actions: List commitment categories (send doc, schedule meeting, internal follow-up) Define ownership rules (seller vs. buyer commitment) Create due date inference rules Set priority levels by commitment type Establish completion criteria Implementation Notes: Not every statement is a commitment. 'I'll think about it' is not trackable. 'I'll send you our security questionnaire by Wednesday' is. Train the AI to distinguish. Automation Logic: Copy Commitment Categories: 1. SELLER COMMITMENTS (Our team) • Send document/resource • Schedule follow-up meeting • Provide pricing/proposal • Connect with internal resource • Answer technical question 2. BUYER COMMITMENTS (Their team) • Review materials • Get internal feedback • Schedule internal meeting • Provide information/data • Make introduction 3. MUTUAL COMMITMENTS • Joint meeting scheduled • Shared project kickoff • Trial/POC milestones 2 Build Extraction Engine Goal: Automatically identify commitments in calls and emails. Actions: Create GPT-4 prompt for commitment extraction Process call transcripts for spoken commitments Scan outbound/inbound emails for written commitments Extract: commitment, owner, due date, context Link to opportunity/account Implementation Notes: Look for commitment language: 'I'll', 'We'll', 'Let me', 'I can send', 'I'll get back to you'. Also extract implicit commitments from action items discussed. Automation Logic: Copy GPT-4 Commitment Extraction Prompt: Analyze this {{source_type}} and extract all commitments made. Source: {{content}} For each commitment found: 1. COMMITMENT: What was promised (exact quote if possible) 2. OWNER: Who made the commitment (name/role if identifiable) 3. OWNER_TYPE: 'seller' or 'buyer' 4. DUE_DATE: When it should be completed - If explicit date mentioned, use that - If relative ("next week", "by Friday"), calculate from {{source_date}} - If no date, flag as 'TBD' 5. CONTEXT: Why this commitment matters to the deal 6. PRIORITY: 'high' (blocking progress), 'medium' (important), 'low' (nice to have) Return as JSON array. Only include clear commitments, not vague intentions. 3 Create Tracking Dashboard Goal: Centralize all commitments for visibility. Actions: Build dashboard showing all active commitments Filter by owner, deal, status, due date Show overdue items prominently Enable manual add/edit/complete Link to source (call recording, email) Implementation Notes: The dashboard should answer: What's overdue? What's due today? What did we promise that deal? Keep it simple—too many views reduces usage. 4 Configure Reminder System Goal: Ensure commitments don't slip through the cracks. Actions: Set reminder timing (day before, day of, day after) Configure Slack DM for personal commitments Send digest of team overdue items to managers Escalate repeatedly overdue items Allow snooze/reschedule from reminder Implementation Notes: Reminders should be helpful, not annoying. One reminder before due, one on due date, then escalate. Don't spam with hourly reminders. 5 Track Buyer Commitments Goal: Monitor prospect follow-through as a deal signal. Actions: Track buyer commitments separately Alert when buyer commitment is overdue Use as deal health signal Suggest re-engagement messaging Feed into deal risk scoring Implementation Notes: Buyer commitments are leading indicators. If they promised to 'send security questionnaire by Monday' and it's Thursday, that's a signal worth noting. Templates Commitment Reminder Message Copy 📌 *Commitment Reminder* **Deal:** {{opportunity_name}} **Commitment:** {{commitment_description}} **Due:** {{due_date}} ({{relative_time}}) **Source:** {{source_link}} {{#if is_overdue}} ⚠️ This commitment is overdue by {{days_overdue}} days. {{/if}} [✅ Mark Complete] [📅 Reschedule] [🗑️ Dismiss] *Don't let this slip—{{context}}* Daily Commitment Digest Copy 📋 *Your Commitment Dashboard* **🔴 Overdue ({{overdue_count}})** {{#each overdue}} • {{commitment}} | {{deal}} | Due: {{due_date}} {{/each}} **🟡 Due Today ({{today_count}})** {{#each due_today}} • {{commitment}} | {{deal}} {{/each}} **🟢 Upcoming This Week ({{upcoming_count}})** {{#each upcoming}} • {{commitment}} | {{deal}} | Due: {{due_date}} {{/each}} **⏳ Waiting on Buyers ({{buyer_count}})** {{#each buyer_overdue}} • {{buyer_name}} owes: {{commitment}} | {{deal}} | Due: {{due_date}} {{/each}} <{{dashboard_link}}|View Full Dashboard> Buyer Overdue Alert Copy ⏰ *Buyer Commitment Overdue* **Deal:** {{opportunity_name}} **Stage:** {{stage}} | **Value:** {{amount}} **What they promised:** "{{commitment}}" **When:** {{due_date}} ({{days_overdue}} days ago) **Who:** {{buyer_name}}, {{buyer_title}} **Suggested Re-Engagement:** "Hi {{buyer_first_name}}, following up on {{commitment_topic}}. Any update on {{specific_item}}? Happy to help if there's anything holding things up." [📧 Send Follow-Up] [📞 Log Call] [📅 Schedule Meeting] Commitment Status Reference Copy | Status | Description | Action | |--------|-------------|--------| | Active | Commitment captured, not yet due | Monitor | | Due Today | Due date is today | Prioritize | | Overdue | Past due date, not completed | Follow up | | Completed | Marked done by owner | Archive | | Rescheduled | Due date pushed | Monitor new date | | Stale | >14 days overdue, no action | Escalate or dismiss | QA + Edge Cases Test Cases Checklist Call with explicit commitment → extracted and tracked with correct due date Email with 'I'll send by Friday' → commitment created with Friday due date Due date arrives → reminder sent to owner 3 days overdue → escalation to manager Commitment marked complete → removed from active dashboard Common Failure Modes Over-extraction: Capturing every 'I'll' as commitment creates noise. Tune prompts to focus on substantive, trackable items. Wrong due date inference: 'Next week' is ambiguous. When dates aren't explicit, flag for manual review rather than guessing wrong. Reminder fatigue: Too many reminders get ignored. Be judicious—one before, one on, then escalate. Stale commitments pile up: Build auto-archive or review process for old uncompleted items. Stale lists lose credibility. Troubleshooting Tips If extraction misses commitments: Review transcripts for patterns; update prompt with examples If due dates are wrong: Add more inference rules or require explicit dates If reminders are ignored: Survey reps on timing and format; may need adjustment If dashboard gets cluttered: Implement weekly cleanup review or auto-archive rules KPIs and Reporting KPIs to Track Commitment Completion Rate: >90% of seller commitments completed by due date Average Days Overdue: <2 days average for overdue items Buyer Follow-Through: Track buyer commitment completion as deal signal Extraction Accuracy: >85% of extracted commitments validated as legitimate Reminder Engagement: >70% of reminders actioned within 24 hours Suggested Dashboard Widgets Commitment Status Overview: Active, due today, overdue, completed counts Rep Completion Leaderboard: Completion rates by team member Buyer Signal Dashboard: Deals with buyer commitments overdue Trend Over Time: Commitment completion rates week over week