Client Call Follow-Up

Client Call Follow-Up is a routine your Townie AI assistant runs after client calls: it reads the meeting transcript, drafts your follow-up email, captures action items, and updates your CRM — holding everything for your approval.

See it work: from transcript to sent-ready follow-up

Draft my follow-ups after client calls

After every client call, pulls the transcript, drafts the follow-up email, and updates the CRM with next steps.

Trigger: When a meeting ends

Tools and actions
Get transcript
Update contact, log activity

Create drafts
Prompt
After each external call, read the transcript, draft a recap with action items in my voice, update the CRM, and hold everything for my approval.

📞
Call Recap — Acme Renewal

Recap: Acme renewal call

Your Townie

yourtownie@town.com

Here's the recap from your 2pm with Acme, drafted and ready to send.

What was agreed: ✅ Renewal moving forward

Dana confirmed they'll renew on the annual plan if the security review lands by the 20th. She asked for the updated SOC 2 report and a call with your engineer next week.

Your action items: 📋 3 captured

• Send the SOC 2 report today.
• Book the engineering call for Tuesday or Wednesday.
• The CRM note is logged and the follow-up email is drafted in your voice, waiting for approval.

Set it up once. Approve the drafts.

How this routine works

Works with

• Granola
• HubSpot
• Gmail
• Outlook
• Salesforce
• Attio
• Pipedrive
• Fathom
• And more

1. It runs when your call ends
   As soon as a meeting recording or transcript is ready, your Townie gets to work — no forwarding, no reminders.

2. It reads the whole conversation
   Decisions, commitments with owners and due dates, open questions, and risks — pulled from the transcript, not your memory.

3. You approve, it finishes
   The follow-up email, the CRM note, and your task list arrive drafted. Nothing external sends without your sign-off.

Client Call Follow-Up FAQ

What does the Client Call Follow-Up routine do?
It's a routine your Townie AI assistant runs after every client call: it reads the meeting transcript, drafts your follow-up email, captures action items with due dates, and logs the meeting to your CRM — then holds everything for your approval. You set it up once by describing it to your assistant; the message on this page is that description.

Will it send emails or change my CRM without asking?
Not unless you tell it to. The default is draft-and-hold: follow-up emails wait in your drafts, and deal-stage changes wait for your confirmation. You choose how much it does on its own.

What tools does it need?
A meeting-notes source (like Granola, Fathom, or Fireflies) for transcripts, your email for drafts, and optionally a CRM (like HubSpot, Salesforce, or Attio) for logging. Your assistant adapts the routine to whatever you've connected.

Can I change what it captures?
Yes — it's your routine. Ask your assistant to add deal-risk flags, skip internal meetings, or copy a teammate on recaps, and it updates the routine from that one message.