- 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.
Eliminate the hassle of manual directory checks with an automated solution that keeps your business information accurate across platforms.
Many businesses struggle with outdated directory listings on platforms like Google, Bing, Yelp, and Apple Maps. This can lead to lost customers and confusion. Manually checking and updating these listings is time-consuming and inefficient.
Use the automated agent to scan various directories for inconsistencies in your business name, address, and phone number.
Set up the agent to regularly monitor your listings across multiple platforms to ensure accuracy.
When discrepancies are found, promptly update your listings to reflect the correct information.
Continuously track your listings to prevent future inaccuracies and maintain customer trust.
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.