- Call ends
- Transcript to Claude
- Notes + field updates
Meeting notes that update the CRM for you
After each sales call, Zapier sends the transcript to Claude, which writes the notes and updates next steps and deal fields in Salesforce.
Developed an AI assistant that responds to admin inquiries using live data, enhancing efficiency for Shoutly AI.
Admins often face challenges in quickly accessing relevant information while managing social media tasks. This can lead to delays and inefficiencies in operations.
Connect the AI assistant to various live data sources to ensure it has access to up-to-date information.
Create algorithms that allow the AI to interpret and process admin questions accurately.
Design the system to generate coherent and relevant responses based on the processed queries.
After each sales call, Zapier sends the transcript to Claude, which writes the notes and updates next steps and deal fields in Salesforce.
An n8n agent reads requests in shared client channels, classifies and sizes them, and files them in Airtable with an owner and due date.
Make pulls contracts from Gmail, Gemini extracts the term and notice period, and a Sheets register emails the owner 60, 30 and 7 days before each deadline.