All work

Sales Automation

Post-Call Hero

After every call it recaps to the rep in Slack, drafts the follow-up, and updates Salesforce.

~25 min of admin saved per call
Sales Automation

Problem

Reps lost time after every call writing recaps, updating Salesforce, and drafting follow-ups. Handover notes were inconsistent, and admin ate into selling time.

Approach

Let an agent handle the post-call busywork. Process the transcript the moment a call ends and turn it into a recap, a CRM update, and a follow-up draft the rep can send in one click.

What I built

  • An agent that processes the transcript after each sales call.
  • A Slack recap sent straight to the rep, doubling as handover documentation.
  • An auto-drafted follow-up email and automatic updates to key Salesforce fields.

Results

  • Runs on 100% of sales calls, automatically.
  • Saves reps roughly 25 minutes of admin per call.
  • Keeps Salesforce current without anyone touching it.