FOLLOW THROUGH
Track what you owe and what you’re waiting for across meetings and Slack. Marzo follows up with context, clarifies incomplete replies, and reminds you when your own commitments are due.
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10:15 AM
Does the four-week estimate include the historical import, or would it add time?
A
Alex
10:16 AM
One extra week. Five weeks total.
Estimate received
Five weeks, including historical import.
Sources: Customer review and Alex in Slack · 2
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Start from your brief, an insight, or Ask Marzo. Ask for an update, clarification, or a decision, even when nobody has promised an action yet.
Marzo brings the relevant background into the conversation: what’s needed, why it matters, and who is waiting.
Clara needs an implementation estimate by 2pm. The agreed scope includes importing historical records, but the timing for that work hasn’t been confirmed.
Alex, Clara needs an estimate by 2pm for the customer proposal, including the historical import agreed in the customer review. What timing should she use?
Core implementation is four weeks.
Does that include the historical import, or would it add time?
One extra week. Five weeks total.
That includes historical import. His initial four-week estimate covered the core implementation.
Replies, revised dates, and open questions stay connected to the original request, so you can see what changed and where you need to step in.
Marzo tracks the commitments you make in meetings and Slack and reminds you when they’re due. Each reminder brings back what you agreed to deliver, who is waiting, and what they need from you.
You agreed to compare self-serve and assisted onboarding. Clara needs your recommendation for tomorrow’s planning meeting.
Google Meet · Onboarding review“I’ll compare self-serve and assisted onboarding and send you a recommendation by 3pm.”You · Meeting conversation
Slack · #customer-experience“I need the onboarding recommendation for tomorrow’s planning meeting so we can decide which approach to take.”Clara · Slack conversation
Connect Claude, ChatGPT, or Codex through Marzo MCP to help with the work you owe. Your agent can retrieve the relevant decisions, requirements, and answers that still apply, and ask Marzo for more context as it works.
ChatGPTDraft the onboarding recommendation I owe Clara for tomorrow’s planning. Use Marzo to check the latest customer requirements, product constraints, and team decisions. Compare self-serve and assisted onboarding, and explain your recommendation.
Draft for Clara
Keep next week’s cohort on assisted onboarding.
The proposed move to self-serve would leave these customers needing help configuring their approval rules. Kylie’s latest update confirms that guided setup is still required and that her team can support the cohort.
Consider self-serve for cohorts whose setup requirements the current flow supports. For this cohort, assisted onboarding covers the requirements already agreed with customers.
Trade-off: this uses customer-success time, but avoids asking customers to complete a setup the current self-serve flow cannot support.
Gonzalo Martinez
Head of Engineering at Pachama
01
Yes. Marzo tracks both across meetings and Slack. It reminds you what you agreed to deliver, when it’s due, and who is waiting, while keeping replies and changed dates connected to the requests you’ve handed over.
02
Yes. Start from a brief, an insight, or Ask Marzo to request an update, clarification, or decision. Marzo brings the relevant background into the conversation, including what’s needed, why it matters, and who is waiting.
03
Marzo asks for clarification when needed and keeps unanswered questions visible. A partial answer, revised date, or blocker stays connected to the original request, so you can see what changed and where you need to step in.
04
No. Your teammates can answer Marzo’s follow-ups in Slack without their own paid Marzo account.
Your teammates can answer follow-ups in Slack without a paid Marzo account.
21 days free. No credit card required.
