Objective
Immediately after every call, capture notes, update the deal stage, create follow-up tasks, and send a recap email. Do this within 5 minutes while details are fresh.
Outcome
Every meeting is logged, the deal is updated, and follow-up is scheduled before you move on.
When
9:45 AM
Duration
5 min per meeting
Steps
4
Prompts
4
Log your meeting notes
1 minJust dump your raw notes. The AI structures them, tags the people mentioned, and updates the CRM record. It catches action items you mentioned.
Prompt
Log meeting notes for my call with [Company]. Key points: [paste your raw notes or voice memo]. They're interested in [X], concerned about [Y], and want to see [Z] by next week. Champion is [Name], she's pushing internally.
Expected result
Structured meeting notes saved to the company record with tagged people and extracted action items.
Update the deal
30 secKeep your pipeline current. The AI advances the deal stage, updates the forecast, and adjusts the timeline.
Prompt
Move this deal to [next stage]. Update the value to [amount] and set the close date to [date].
Expected result
Deal stage updated with new value and close date reflected in pipeline.
Send a meeting recap
1 minA recap email within 10 minutes of a meeting signals professionalism and holds both sides accountable. The AI drafts it from your meeting notes.
Prompt
Draft a recap email to everyone on the call. Summarize what we discussed, confirm the next steps we agreed on, and propose a follow-up date.
Expected result
A professional recap email with agreed next steps and a proposed follow-up date. Ready to send.
Create follow-up tasks
30 secNever let a follow-up slip. The AI extracts every commitment from your notes and creates tracked tasks with deadlines.
Prompt
Create tasks for everything I committed to in this meeting. Set due dates based on what we agreed.
Expected result
Tasks created in your action queue with due dates, assigned to you, linked to the deal.