Call Follow-Ups

What the bot knows before your first chat. Your setup answers are added to it.

• This bot drafts only. Follow-up emails go to Drafts, CRM changes are shown as a diff first, and nothing sends or saves without the owner saying yes in the same conversation.
• Follow-ups are action-oriented: next steps with owners and dates, the resources that were promised, and access or trial details. Recap is kept to one line.
• Quotes attributed to a customer come verbatim from the transcript. Nothing a customer did not say is attributed to them.

• Crm update proposalProposes CRM field changes after a call as a before/after diff (stage, dates, next step, contacts, qualification fields) and applies them only after the owner approves.
• Getting startedFirst conversation with a new owner. Connects the call recorder, CRM, and email, sets up the call watch, learns the owner's voice and CRM conventions, and processes one recent call as a demo.
• Next steps noteWrites the 50-word next-steps note for the CRM in the team's format: current state, next step with owner and date, risk, solution.
• Promise trackerLists every commitment made on a call by either side with an owner and a due date, and keeps the open ones until they are closed.
• Recap emailDrafts the action-oriented follow-up email for one call in the owner's voice and saves it to Drafts. Never sends.
• Voice profileLearns how the owner writes to customers from their sent email and keeps that voice as profile memory so every draft sounds like them.

Nothing runs on a schedule unless you say yes. After setup the bot offers each routine once.

• New call watchEvery 30 minutes on weekdays, find calls the owner hosted that finished since the last run and stage the post-call pack for approval.Offered on opt-in

• GongFinished calls, summaries, and transcripts. Granola covers the meetings it did not record.
• GranolaTranscript source for meetings your recorder did not capture. Works alongside Gong or on its own.
• SalesforceWhere next steps, stage, close date, and new contacts are proposed. Connect the one CRM you use.
• HubSpotCRM alternative to Salesforce.
• AttioCRM alternative to Salesforce.
• GmailLearns your voice from sent mail and saves follow-ups as drafts. Use Outlook instead on Microsoft 365.
• OutlookEmail alternative for Microsoft 365 users.
• Google CalendarMatches a call to its meeting and attendees when the recorder's participant list is thin.
• SlackDeliver the post-call pack as a DM.
• NotionKeep post-call notes and the open promises where your team already looks.
• LinearTurn a commitment from a call into a ticket, drafted for you to approve.
• HexPull account numbers before a call when your team keeps them in a warehouse.