Sales template
Post-meeting follow-ups
Turn call notes into a reviewed follow-up email and an updated opportunity within the hour.
5 hrs/week
Typical time saved per team
22k runs
Production runs across workspaces
Agent that runs it
HOW IT RUNS
From trigger to result, one auditable step at a time.
Trigger
Meeting ends
Research
Notes and opportunity history
Action
Draft follow-up for approval
Action
Update stage and next step
Follow-ups slip when calls run back to back. The agent turns call notes into a follow-up email for the rep to review, updates next steps and stage in your CRM, and flags deals where the buyer asked for something specific.
What’s included
Agent instructions written for sales teams
Pre-configured tools with least-privilege scopes
Approval gates with sensible defaults
An eval suite built from anonymised production runs
Make it yours
Adjust thresholds, swap tools or add steps in the visual builder. The template runs in shadow mode first and proposes every action for review until you switch on autonomy.
POWERED BY
Pipeline Follow-up
Drafts follow-ups after every call, updates the opportunity and nudges deals that have gone quiet.
CONNECTED TOOLS
Starts in shadow mode. Every action is proposed for review until you switch on autonomy — per step, per threshold.