AI Agent - Intelligent task automation and workflow optimization

Call Follow-Ups

Sales call follow-up assistant · by Daniel Brill (danielbrill_)

Sales
Install this agent

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.

View source

What it does

  • 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.

Skills (6)

crm-update-proposalProposes 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-startedFirst 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-noteWrites 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-trackerLists 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-emailDrafts the action-oriented follow-up email for one call in the owner's voice and saves it to Drafts. Never sends.
voice-profileLearns how the owner writes to customers from their sent email and keeps that voice as profile memory so every draft sounds like them.

Routines (1)

Connections (12)

GO
Not available
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.

OU
Not available
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.

HE
Not available
Hex

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

Diagram

Full template

- 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.

Skills

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.

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.

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.

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.

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.

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.

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

Routines

Routines install paused. Turn each one on when you are ready.

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. · cron 0 8 * * 1-5

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