Call follow-ups
Turns a call transcript into a recap, the promises made and a dated follow-up list.
How to use it
The steps, in order, from getting it to the first result.
Upload the transcript or paste the notes.
Review the recap and the follow-up list.
Approve the email and the CRM update.
What it does
Paste or upload a transcript. It writes the recap, lists every commitment with an owner and a date, and drafts the follow-up email for your review.
Nothing is sent without approval. Tasks can be filed to your CRM or task tool.
Skills it uses
Connects to
Salesforce
Enrich, update, and report on records under your profile.
HubSpot
Sync contacts, deals, and tickets into the workflow.
Asana
Create and update tasks and projects with handoffs.
Built on
- Approvals. Waits for a person before anything is sent or changed.
- Drive. Files it produces land in your workspace Drive.
Need it to work differently?
Every template can be changed: the steps it takes, the systems it uses and who approves what.