Call notes: an AI agent that writes the call summary and next steps into your CRM
Call notes reads the transcript of each sales call and writes what matters into your CRM: a short summary, next steps with owners and dates, and updates to the deal fields your team tracks. It also drafts the follow-up email. The rep checks the deal updates and approves the email.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- Within minutes of each recorded call ending.
- Works in
- Your call recorder, your CRM and the rep's mailbox.
- Waits for a person
- The follow-up email, and changes to key deal fields such as amount, close date and stage.
- How you know it works
- Calls with notes in the CRM, deals with a dated next step, and how often reps correct the updates.
What it does
- Gets the transcript from your call recorder and matches the call to the deal and contacts in your CRM.
- Writes a summary of what the customer said, what they asked and what your rep promised.
- Pulls out the facts your qualification method needs, such as budget, timeline, decision makers and pain.
- Suggests updates to the deal fields and logs next steps with an owner and a due date.
- Drafts the follow-up email with the recap and anything promised, for the rep to approve.
What it hands your team
Northwind Logistics, proposal review
- Summary
- Jen Ota (CFO) wants the rollout split into two phases. The security review starts next week.
- Next steps
- The rep sends a two-phase pricing option by Friday. Marcus books the security review.
- Deal update
- Close date from 31 October to 15 November, waiting for the rep to confirm.
- Follow-up
- Recap email drafted, waiting for approval.
Example output. The companies and people are made up.
Questions about the call notes agent
How is this different from the summary our call recorder writes?
The recorder's summary stays in the recorder. Call notes puts the facts into your CRM fields, links them to the deal, sets the next steps and drafts the follow-up, so your pipeline matches what was said on the call.
Which call recorders does it work with?
The one you use, as long as it can share transcripts. We check this during the blueprint.
What about calls nobody recorded?
Reps can type a few lines after the call, and the agent turns them into the same structured notes.
More agents for deals
- Meeting prepBriefs each rep before every call from CRM, email and call history.
- Pipeline reviewerScores every open deal against your qualification method, twice a week.
- Next-step nudgerFinds deals with no next step and drafts one.
- Proposal drafterAssembles a first-draft proposal from the deal's notes.
- Questionnaire drafterDrafts answers to security and RFP questionnaires from your past ones.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.