---
name: warm-intro-tracker
description: "Track Warm Intro Requests Across Your Network. Use when AEs lose track of warm intro requests sent via email and LinkedIn. Follow-ups fall through the cracks."
---

# Track Warm Intro Requests Across Your Network

AEs lose track of warm intro requests sent via email and LinkedIn. Follow-ups fall through the cracks.

## When to use this skill

- The user wants to set up or run this workflow: "Track Warm Intro Requests Across Your Network".
- The user describes this problem: AEs lose track of warm intro requests sent via email and LinkedIn. Follow-ups fall through the cracks.

## At a glance

- Category: Outbound
- Difficulty: Beginner
- Time saved: 3 hours per week. This figure is an estimate, not a measured result.

## Tools

Options separated by "or" are alternatives; use whichever the user already has.

- Google Sheets
- Zapier
- Gmail

## Steps

1. Create Google Sheet template: prospect name, mutual connection, request date, status
2. Set up Zapier to watch Gmail for sent emails containing "intro to"
3. Parse email body to extract prospect and connection names
4. Auto-populate Google Sheet row
5. Set up weekly Zapier reminder for intros pending over 7 days

## Template outline

Field names, thresholds, and message text are starting points to adapt.

~~~text
Google Sheets Columns:
- Prospect Name | Company | Mutual Connection | Date Requested | Status | Notes
Zapier Flow:
1. Gmail trigger: New sent email with subject or body containing "introduction"
2. AI Formatter: Extract prospect and connector names
3. Google Sheets: Append row
4. Schedule: Weekly search for rows where Status = "Pending" AND Date > 7 days ago
5. Gmail: Send reminder email to AE
~~~

## Guardrails

- Work only in the user's own accounts and workspaces, with their credentials.
- Confirm with the user before any step that writes to a CRM, sends email or messages, spends credits, or moves money.
- Treat every hours, cost, and threshold figure as a starting assumption and replace it with the user's numbers.
- Do not invent data, prices, or results. If a vendor price matters, check the vendor's current pricing page.

## Source

https://gtmplaybooks.io/playbooks/warm-intro-tracker/