Agent role

QuinnDocument & Follow-up Coordinator

The person who asks again. And again. Without ever losing patience or the thread.For any team whose work stalls waiting on somebody else to send something — documents, signed contracts, onboarding forms, payroll inputs, deposits.

Price

$200/mo

Replaces

the coordinator who chases clients for missing paperwork

  • Chases whatever's outstanding
  • Follows up in stages
  • Hands stuck items to you

Schedule

What it actually does, and when

A real operating rhythm, not a vague chatbot promise.
  • Daily

    Checks which outstanding items cross a follow-up stage today and drafts the chase for your approval. Which item is overdue, by how many days, and which stage is due is pure date math in code — never guessed.

  • When an item goes quiet

    Past the final stage it stops chasing and hands the item to a named person with the full history attached — rather than emailing someone forever.

  • Weekly (Monday)

    Open-items scorecard — what's outstanding, what's overdue, ageing buckets, and the lines that need a human eye.

Connections

Live systems this agent can read

Needs no integration at all. Your worklist is the source of truth: who owes what, by when, and where to reach them.

Needs no integration at all. Your worklist is the source of truth: who owes what, by when, and where to reach them.

Output

Sample deliverable

Illustrative example with placeholder details — never a real customer's data.
Example deliverable — a follow-up draft (stage 2 of 4, 7 days overdue) Subject: Still missing the June bank statement Hi [Name], following up on the June bank statement for the Q2 file — we asked on the 5th and I don't think it's reached us yet. If it's easier, you can reply with it attached and I'll take it from there. Thanks!

The math

A document & follow-up coordinator typically runs $2,800–4,000/mo, part-time to full-time in the US. The Document & Follow-up Coordinator agent is $200 a month — the same as every other role, and it never takes PTO.

Typical US range — a general estimate, not a quote for any specific hire. Over 5 agents and one is on us.

Every follow-up is a draft in your review queue — nothing is sent until you approve it. And it can never state a consequence of lateness (a penalty, a missed deadline) unless you wrote that consequence yourself.

Works alongside

The rest of the operations department

4 teammates

Ready to add this role?

Bring Quinn into the review queue

Start with this agent or use the free audit to see the work sample before you hire.