How Today's Actions decides who to follow up with
Today's Actions is a ranked daily list built from overdue follow-ups, hot leads, and tasks due today.
Quick answer
Today's Actions ranks who to contact now using overdue follow-ups, follow-ups due today, hot leads, and tasks due today — all based on your local day. Work it top to bottom.
Today's Actions is the heart of RelkoAI. Everything else exists to make this one list accurate. Understand how it's built and you'll understand how to make it work for you.
What it is
Most tools give you a database and leave the thinking to you. Today's Actions removes that burden — it's a single, ranked list that answers one question: who do I need to follow up with right now, and what's the next step? You open one focused list instead of scanning your whole pipeline.
What goes into the list
RelkoAI pulls together overdue follow-ups (highest priority — a promise that's slipping), follow-ups due today, hot leads you've flagged, and tasks due today. Together they make your daily list complete, not just lead-focused.
How it's prioritized
The list is ranked so overdue items and hot leads rise to the top, with today's follow-ups and tasks beneath. You can also filter to just hot or just overdue to triage the most urgent work. You don't have to decide what's most important — the ranking has done that.
Why "today" means your today
Due today and overdue are calculated against your local day, based on your profile timezone. That's why setting your timezone correctly matters — when it's right, the list lines up exactly with how you experience your day.
Your part of the deal
The list is only as good as its inputs. Always set a next follow-up date (a lead without one is invisible), and keep hot flags honest so the prioritization stays meaningful. Hold up your side, and RelkoAI gives you a clean, trustworthy list of exactly who needs you today.
Steps / Key takeaways
- The list is built from overdue follow-ups, hot leads, and due tasks.
- It is ranked, so you can work it top to bottom.
- Its accuracy depends on you setting follow-up dates and honest hot flags.
Frequently asked questions
Does Today's Actions complete work for me?
No. It surfaces and ranks what needs attention. You decide and take the action.
Why is a lead not showing up?
It most likely has no next follow-up date. A lead without one is invisible to the list.
Need more help?
Sign in to contact support from your RelkoAI member workspace.