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
template use
2
catalog views
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.
Workflow brief
Where Post-Call Closer fits in a software saas automation system
Post-Call Closer is designed for a specific recurring job: 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. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Fireflies, HubSpot, Gmail, and Slack as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
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
Connected in this agent
HubSpot
Connected in this agent
Gmail
Connected in this agent
Slack
Connected in this agent
Similar agents
More agents for related software saas workflows
These pages share industry labels, use-case labels, or connected apps with Post-Call Closer. They create crawlable paths between templates that buyers are likely to compare together.
Sales Playbook Curator
Software Saas
Keeps your sales playbook alive instead of rotting on a forgotten Notion page. Each run pulls fresh call transcripts and sent prospect emails,...
View agentCalendar Briefing Chief of Staff
Software Saas
An always-on briefing operator that reads your calendar at dawn, identifies every meeting with someone outside your company, researches each...
View agentICP Deal Triager
Software Saas
Triages inbound pipeline so reps only spend time on deals worth a call. When a new opportunity lands in your CRM, the agent pulls the company...
View agentChurn Theme Analyst
Software Saas
A reporting analyst that turns raw churn alerts into an executive-ready weekly readout. It reads loss notifications from your alerts channel,...
View agentHelpdesk Pulse Analyst
Software Saas
A support operations analyst agent that reads Zendesk daily, summarizes created and resolved tickets with week-over-week deltas, flags the open...
View agentApp Store Review Responder
Software Saas
Watches your App Store listing for new ratings, drafts brand-voice responses you can approve in one click, auto-renders a review-card image for...
View agentPipeline ARR Movement Tracker
Software Saas
Pulls every open deal from your connected CRM, stores a daily snapshot in its own database, diffs it against yesterday to flag new deals, stage...
View agentVendor API Drift Tracker
Software Saas
An always-on watchdog for the third-party APIs your product depends on. It crawls a curated list of vendor developer portals, status pages, and...
View agentClone 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