# Act on signals

When a signal fires on an account, reads its dated why-now evidence and leaves the owner one concrete next step as a task, citing the signal. No evidence, no task.

Category: Pipeline. For: Sales, Customer success, Founders.

## What it's for

Every real buying signal becomes a next step while it's fresh.

Suited to:

- Teams with signal monitors turned on

## What you get

- One task on the account with the reason, the signal and its evidence

## When it runs

- When you run it
- When any signal fires

## What it uses

- Your Closefinch records

When you run it yourself, you choose (an event fills these in):

- Account

## Its steps

1. Why now
2. If there is fresh evidence
3. Decide the next step (the model works this out)
4. Create the task

## Approvals

Creates a task inside the CRM; nothing leaves the platform.

## Checked before release

The template's eval suite must pass these:

- Creates an explained task citing the signal
- No task without fresh evidence

## Questions

**Will it nag about old news?**

No: stale signals (older than 30 days by default) don't count, and with no fresh evidence it does nothing.

Use this template: https://app.closefinch.com/app/agents/templates/signal-follow-up (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).