Sales Follow-Up

Goal: Leave every sales call with a sent follow-up and logged next steps — without re-listening to the full recording.

Workflow Overview

Record or join call  →  Review summary  →  Recipe (email + CRM bullets)  →  Human send
        ↓
 Save to Sales Context (optional)  →  Automate for next calls

Step 1 — Capture the Call

Open Meetings → + New Meeting:

Wait for processing to complete. Open the Summary tab and edit action items while memory is fresh — fix names, deal stage, and committed dates.

Step 2 — Chat With the Meeting

Click Chat with Meeting and prompt:

Draft a follow-up email to the prospect confirming what we agreed,
listing action items with owners, and proposing a concrete next meeting time.
Tone: professional but warm. Do not invent pricing we didn't discuss.

Copy the draft into your CRM or email client after review.

Step 3 — Save to Context (Recommended)

For recurring sales motion, archive calls in a Context:

1. Save to Context on the meeting page.
2. Choose Sales Calls or an account-specific Context (e.g. Acme Corp — Deal).
3. Future Chat and Recipes can reference past conversations: "What did we promise Acme about implementation timeline?"

Keep Contexts focused — one per account or one shared Sales Calls Context, not thousands of micro-Contexts.

Step 4 — Build a Follow-Up Recipe

Create a Recipe with variables:

Prompt template:

You are an account executive. Using {{call_notes}} and attached Sales Enablement Context,
write a follow-up email to {{customer_name}} (stage: {{deal_stage}}).
Tone: {{tone}}
Include: thank-you, recap of their goals, mutual action items, clear next step ({{next_step}}),
and a single call-to-action. Keep under 250 words.
Also output 3 CRM note bullets I can paste into HubSpot/Salesforce.

Attach Sales Enablement Context (battlecards, pricing one-pagers, case studies).

Step 5 — Automate Post-Meeting (Pro/Max)

On Automations, create a post-meeting rule:

1. Trigger: meeting completed
2. Optional filter: platform, title contains "discovery", or smart match
3. Action: run your Follow-Up Recipe
4. Map meeting summary and action items to Recipe variables
5. Optional delay: 30–60 minutes so you review before sending

First runs should stay draft-only — automation fills the Recipe form; you still send manually until quality is proven.

Step 6 — Agent Handoffs (Optional)

Connect Gmail, Google Calendar, or your CRM via Tools Marketplace.

Example Agent prompts (Chat, Agent mode):

• "Create a calendar hold next Tuesday 2pm titled 'Acme — pilot check-in'."
• "Draft follow-up in Gmail to jane@acme.com — do not send until I confirm."

Use Agent Recipes when the same handoff repeats every call.

Plan Mode for Complex Deals

For strategic accounts, use Plan Mode (Pro/Max):

"Research Acme Corp recent news, summarize our last two meetings from @Sales-Calls, draft follow-up email, and list 3 discovery questions for the next call."

Edit the generated plan before execution — remove research steps you already have.

Example Day for an AE

After automation is trusted, steps 9:50–10:00 shrink to a quick review.

Limits

• 5 meetings/month on Free — upgrade for heavy call volume
• Automations require paid tier
• Agents consume credits per tool use

Related Guides

• Meetings — capture and processing
• Recipes — template variables
• Agents — Gmail, Calendar, CRM
• Integrations — connect apps