Category: Sales & CRMUse case: Sales call automationFor: Account executives & consultants
Meeting follow-up agent
After every call, the follow-up e-mail is drafted, the deal record updated, commitments extracted with owners and dates, and the next step scheduled — all from the recording, before you're back from lunch.
What it solves
01
Follow-ups sent late or never
The draft is ready minutes after the call ends.
02
Commitments lost between calls
Every promise gets an owner and a date.
03
CRM updated from memory
Deal records reflect what was actually said.
How it works
- 01
Listen
The call recording is transcribed and parsed for decisions and commitments.
- 02
Draft
A follow-up e-mail summarizing agreements is ready for your review.
- 03
Update
The deal record, stage and notes update in the CRM.
- 04
Schedule
Next steps land in calendars with reminders attached.
Before & after
Without it
- Follow-ups written from memory at day's end
- Promises remembered differently by each side
- CRM notes say 'good call, send offer'
- Next steps agreed but never scheduled
With it
- Follow-up drafted minutes after the call
- Commitments tracked with owners and dates
- CRM notes that quote what was said
- Next steps scheduled before they're forgotten
Your process could be next.
Tell us what eats your team's time — we'll show you what an AI prototype could do about it.