Does your call recorder write your call notes into the CRM for you?

Tools like Gong, Fathom or Avoma record the call, write the summary and next steps, and push them to the deal. You check and click accept.

Have you had AI write a follow-up email straight from a call transcript?

You paste the transcript or summary and the AI drafts the recap and next steps in a few seconds. You check the facts and send.

How to automate it

How to automate “write follow-up emails after calls and demos”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

20 min

typically, every day

65%

of the time can be automated

Easy

to set up

Fix 1 of 2

AIBest fix

Have AI write the follow-up email from the call transcript

Paste the transcript or summary from your recorder; AI drafts the recap, next steps and anything you promised to send.

Typically saves about 60% of the time5 min to set up

1Get the transcript or AI summary from Zoom, Teams, Gong, Fathom or your notetaker.
2Paste it with the prompt below.
3Check names, numbers and promised dates.
4Send, and paste the same summary into the CRM deal.

Prompt to copy

Here is the transcript of my call with [NAME] at [COMPANY]. Write a follow-up email that: thanks them in one line, recaps the two or three problems they described in their words, lists the agreed next steps with owners and dates, and attaches or mentions [WHAT I PROMISED TO SEND]. Under 150 words, plain and friendly. Do not add anything that was not said on the call.

Transcript:
[PASTE]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Zoom AI Companion, Copilot in Teams, Gong or Fathom

Fix 2 of 2

Software feature

Let your call recorder write the notes into the deal

Gong, Fathom, Avoma, Sybill and HubSpot or Salesforce call tools write the summary, next steps and qualification fields and push them to the CRM record.

Typically saves about 55% of the time45 min to set up

1Check what you already have: Gong, Fathom, Avoma, Sybill, Zoom AI Companion, or the CRM's own call recording.
2Connect it to your CRM and map the summary and next steps to the deal.
3If your team uses MEDDICC or BANT, turn on the field suggestions so it fills those in for you to approve.
4Review each suggestion after the call and click accept, instead of typing notes.

Tools: Gong · Fathom · Avoma · Sybill · HubSpot conversation intelligence · Salesforce Einstein Conversation Insights

Quick wins

Have you tried…

Does your call recorder write your call notes into the CRM for you?: Tools like Gong, Fathom or Avoma record the call, write the summary and next steps, and push them to the deal. You check and click accept.
Have you had AI write a follow-up email straight from a call transcript?: You paste the transcript or summary and the AI drafts the recap and next steps in a few seconds. You check the facts and send.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Account Executive Account Manager Inside Sales Rep

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