The admin work your reps never touch.
When a call ends, six automations fire in under three seconds, summary, follow-up email, CRM update, stale deal alert, reminders, without the rep opening a single tab.
Acme Corp
Sarah Chen · Account Executive · 18m 02s · Today, 2:34 PM
AI Summary
Budget confirmed, board approved. Moving to POC stage. Timeline: 3 weeks. Rep to send pricing deck by Friday EOD.
Automated Actions
Follow-up email drafted
sarah@acme.com · ready to send
CRM record updated
Stage: Discovery, POC
Reminder scheduled
Fri 9:00 AM · send pricing deck
Call summary saved
Linked to Acme Corp record
What it handles
Four categories of admin. Zero rep involvement.
Written before the call ends, accurate, concise, and placed in both the CRM record and the rep's outbox without a keystroke.
Drafted and queued in the rep's outbox within seconds. One click to send, one click to edit. Nothing external leaves without approval.
Tags, timestamps, contact fields, and deal stages updated automatically. Records stay clean without the rep ever opening the CRM.
Fired when a deal has gone quiet past the configured threshold, before the rep loses the thread or the prospect loses interest.
Signals it detects
It reads context, not just keywords.
"Circle back next week."
Reminder queued for exactly 7 days out, in the rep's task list, not their memory.
"Send me the case study."
Outbox draft appears with the right asset linked, addressed, ready to send in one click.
"We haven't heard back in two weeks."
Stale deal alert fired before the rep even asks, manager and rep see it simultaneously.
Control layer
What auto-sends. What waits for approval.
By default, nothing external leaves without a rep's click. Internal updates flow silently. Every rule is configurable per team or per rep.
Manager visibility
Numbers that prove it's working.
0
minutes saved
per team per month, measurable admin shift from day one
0
faster than manual
average time from call end to CRM record fully updated
0%
CRM field coverage
vs. 41% before AI auto-fill, measured across 200+ teams
Granular control
Every workflow is a separate switch.
Keep summaries, turn off drafts. Keep reminders, skip tagging. Set rules per team, per rep, or per workflow type. Nothing is all-or-nothing.
Changes take effect immediately, no engineering ticket, no re-deploy.
FAQ
Questions we hear on the first call
Turn signals into action.
Auto-create tasks, send follow-ups, schedule next steps from conversations.
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