Post-Call Closer
Polls your meeting recorder every 30 minutes for new call transcripts, matches attendees to active CRM deals, extracts action items separated into client-facing and internal owners, drafts a concise branded follow-up email for your review, and logs the corresponding tasks in your CRM so nothing slips between the call and the next step.
Agent snapshot
Built for software saas work, not a generic template.
1
runs observed
1
community clones
4
integrations used
2
labels matched
Sample input
Build an agent to post-Call Closer. Use Fireflies, HubSpot, Gmail, and Slack. Focus on operations. Return a ready-to-review result after each run.
Sample output
After every sales call, pulls the transcript, drafts a branded follow-up email, and logs next steps in your CRM split by client vs. internal action items.
What this agent automates
This run includes 8 concrete steps from the published agent data.
On a 30-minute cadence, query the meeting recorder for new transcripts since the last successful run
For each transcript, extract attendees, meeting title, duration, summary, and full text
Look up each external attendee email in the CRM and resolve the most likely active deal or open opportunity
Use Twin AI to extract client action items, internal action items, key decisions, and risks from the transcript
Draft a follow-up email using the configured brand voice, recapping decisions and listing client-owned next steps with dates
Save the email as a draft addressed to the external attendees and log a CRM task per action item on the matched record
Integrations used
Post-Call Closer connects Fireflies, HubSpot, Gmail, and Slack.
Fireflies
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HubSpot
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Gmail
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Slack
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Clone Post-Call Closer
Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your software saas workflow.
Plans start at €20/mo