After the call

Drop in the notes from a sales or client call. The follow-up email, the tasks, the CRM update and the points still to settle come back in about half a minute, and the proposal follows. Nothing goes out until you approve it.

The call ends and the real work starts.

Notes to tidy, a follow-up to write, tasks to hand out, the CRM to update and a proposal to draft. It slips to tonight, or to next week.

Does the follow-up in your words, and flags what wasn't settled.

It drafts each piece from what was actually said, checks every quote against the transcript, and lists the disagreements and open questions instead of smoothing them over.

This page replays a real run recorded on live data. On a free automation plan call, it runs on your own work.

More demos

  • Stop losing enquiries: a new enquiry gets a personal reply in under a minute, and the owner gets a heads-up on how promising it looks.
  • Fresh contact lists: pick a niche and a city and get real businesses, the contact details they publish and an opening line written for each.
  • Companies hiring right now: this week's job posts for the role you choose, the person to contact at each company and a short note ready to send.
  • Monthly client report, written for you: a client's Google Ads, Meta Ads and Google Analytics numbers become a plain-language monthly report, with every figure traced to the data and private notes for the account lead.
  • Morning ad watchdog: every client ad account is checked before 8am, and one message says which need you today, the likely cause and the next step.
  • Ticket helper for IT teams: a small MSP's morning queue gets priorities, deadlines, similar past fixes and draft replies, and 38 overnight alerts become a short briefing linked to the tickets they explain.
  • Ask our docs: staff questions answered only from the company's own procedures, with every quote checked, an honest answer when it is not written down, and help articles drafted from solved tickets.
  • Inbox triage, in your voice: a founder's Monday inbox is sorted into what needs them today, what the team can handle, new business and noise, with replies drafted in their own tone and phishing set aside.
  • Account health radar: every client account scored for churn risk by clear rules, the ones to call this week explained, growth openings spotted, and the check-in email and review agenda drafted.
  • New client onboarding: a won deal becomes a dated project plan, an access checklist, a welcome email, a research brief from the client's website, a kickoff agenda and one polite reminder.
  • After the call: one sales call becomes a follow-up email, tasks with owners, a CRM update, the points still to settle and a proposal, all waiting for your approval.