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Home / Categories / Work & Ops / Call Follow-Ups

~ Daniel Brill

Work & Ops

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.

Work & Ops Public template

1

Instructions

From the Marketplace
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.
2

Skills

From the Marketplace

crm-update-proposal

Proposes 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-started

First 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-note

Writes 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-tracker

Lists 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-email

Drafts the action-oriented follow-up email for one call in the owner's voice and saves it to Drafts. Never sends.

voice-profile

Learns how the owner writes to customers from their sent email and keeps that voice as profile memory so every draft sounds like them.

3

Routines

From the Marketplace

New call watch

Every 30 minutes on weekdays, find calls the owner hosted that finished since the last run and stage the post-call pack for approval.

4

Connectors

From the Marketplace

Gong

Finished calls, summaries, and transcripts. Granola covers the meetings it did not record.

Granola

Transcript source for meetings your recorder did not capture. Works alongside Gong or on its own.

Salesforce

Where next steps, stage, close date, and new contacts are proposed. Connect the one CRM you use.

HubSpot

CRM alternative to Salesforce.

Attio

CRM alternative to Salesforce.

Gmail

Learns your voice from sent mail and saves follow-ups as drafts. Use Outlook instead on Microsoft 365.

Outlook

Email alternative for Microsoft 365 users.

Google Calendar

Matches a call to its meeting and attendees when the recorder's participant list is thin.

Slack

Deliver the post-call pack as a DM.

Notion

Keep post-call notes and the open promises where your team already looks.

Linear

Turn a commitment from a call into a ticket, drafted for you to approve.

Hex

Pull account numbers before a call when your team keeps them in a warehouse.

5

Other details

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