After a sales call ends, someone has to reconstruct what was discussed, update the deal record, write a follow-up email, attach the right materials, and alert the rest of the team. Doing this from memory or scrawled notes takes time away from selling and often gets skipped or rushed.
An automated version reads the meeting record, drafts a personalized recap and follow-up email, updates the deal stage, and notifies the manager without manual input. The result is faster follow-up, more consistent records, and less administrative drag on every deal.
The full workflow, from trigger to completion.
Finishes transcribing the call the moment it ends and makes the transcript available.
The Recap Extraction reads the transcript and pulls out discussion points, objections, and next steps.
The extracted summary and stage change are written directly onto the correct deal record.
The Follow-up Drafting writes a personalised follow-up email and attaches the matching proposal.
When the drafted email meets the confidence threshold, it sends automatically.
If the automation flags low confidence, such as a complex or high-value deal, the draft routes to the rep for a quick check before sending.
The Deal Activity Logger posts a deal status update to the manager's channel.
The final recap document is saved automatically into the deal's shared folder.
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