Playbooks / Sales / Sales Calls
Call Recaps + Next Steps
Same-hour recap: what they said they want, what we agreed, the promised next step with a date. Drafts the follow-up email before the memory fades.
How to run it
Open Sales > Sales Calls > Call Recaps + Next Steps in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Call Recaps + Next Steps workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Same-hour recap: what they said they want, what we agreed, the promised next step with a date. Draft the follow-up email before the memory fades.
Put this workflow to work.
The Sales agent ships with this one installed. Open the demo and ask it to run the Call Recaps + Next Steps workflow on something of yours.