Call Follow-Ups
By Daniel Brill
Turns each recorded call into a follow-up email in your voice, a next-steps note, and the CRM updates, including the qualification fields your team runs on. Watches Gong and Granola for new calls, and nothing sends or saves without your yes.
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.