How do you have call follow up ready before you hang up?
A sales AI Employee that fires when a call recording ends. It reads the transcript, drafts the recap with answers and next steps, updates the deal in the CRM, and files the follow up tasks, then holds the recap email for the rep to review and send.
×After a sales call ends, someone has to write the recap email, answer the questions that came up, update the CRM, and file whatever the team committed to. The rep just ran the meeting, so the context is in their head, but the writing up is manual: recap the discussion, answer the open questions, restate the next steps, log it in the CRM, and file the tasks. Done well it takes an hour; done late it's vague; skipped, the deal goes quiet. The deal stalls not because the call went badly but because the follow up slipped. The usual fixes don't close the gap. A CRM reminder tells you to follow up but doesn't do any of it. A note taker that dumps a transcript into the deal leaves the recap, the CRM update, and the tasks for the rep to write by hand. A template email is fast but generic, and it still needs the account context filled in.
The end of a call triggers the sales AI Employee. When the recording finishes, the transcript spawns a run in your own environment with permissions you set into the CRM and the issue tracker. It reads the transcript, drafts the recap email with the answers and next steps, updates the deal stage, notes, and contacts, and files the follow up tasks. The recap email waits for the rep to review and send. The AI Employee updates the CRM and tasks on its own, but the outbound never sends itself.
See exactly how the work gets done.
Runs when the recording ends
The meeting recorder is connected so the end of a call is the trigger. When a recording finishes, the transcript fires a fresh run seeded with the call. One call, one run, one clean slate. Nothing carries between deals, and concurrent calls process in parallel.
Carries your recap playbook
How you write a follow up travels with it as a skill: the shape of a good recap, how you phrase next steps, which objections need a considered answer, and the account's own history. When a rep improves a recap, you write it down and it applies on the next call.
Connects to what follow up needs, with permissions you set
It reads the full transcript, including the questions raised and what was committed to. It updates the deal in the CRM with stage, notes, and contacts written back from what the call actually covered, files the concrete next steps as dated, assigned tasks in the issue tracker, and drafts the recap email. Credentials stay in memory, never written to disk or exposed to the model.
The CRM and tasks update; the email waits
It writes to the CRM and the issue tracker on its own, but the outbound email never sends itself. Every recap pauses for the rep to review, edit if needed, and send.
Hands over a ready follow up
By the time the rep looks, the deal is updated, the tasks are filed, and a recap email is drafted and waiting: the summary, the answers to the open questions, and the next steps. The rep reviews and sends. The follow up happens while the call is still fresh instead of days later.
Runs in your environment
Every call runs isolated inside your own infrastructure, reading only the transcript it's seeded with and reaching only the CRM and the issue tracker; only the updates and the drafted email leave it. Your data never leaves it.
Permissions you set
The transcript, CRM, and issue tracker credentials stay in memory, injected at run time, never exposed to the model or the logs.
The rep sends every email
The recap email never sends on its own. Each one is held for a named human, the rep, to review and send.
Writes scoped to the CRM and tasks
It updates the deal and files the tasks; the one thing it cannot do is send outbound. That decision stays with a person, every time.
You own the rules
The recap playbook, the skills, and the per system permissions are yours, versioned and changed on your terms, not in a vendor dashboard.
The follow up now happens while the call is still fresh: the deal is updated, the tasks are filed, and a recap email is drafted and waiting. The rep spends a minute reviewing instead of an hour writing, and no email goes out without a person sending it.
Every call
Recap, CRM update, and tasks ready when it ends
Rep sends
The outbound email is always reviewed by a person
3 systems
Transcript, the CRM, and the issue tracker in one AI Employee
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