- 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 AI agents for business analysis, project management, and development using Microsoft Agent Framework.
Businesses often struggle with vague requirements and project management tasks, leading to inefficiencies and miscommunication. By utilizing AI agents, teams can streamline processes and clarify ambiguous needs.
Gather and articulate the ambiguous requirements from stakeholders to ensure clarity.
Utilize Microsoft Agent Framework to create agents that can handle business analysis, project management, and development tasks.
Conduct tests with the AI agents to refine their capabilities and ensure they meet the defined requirements.
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.