What it does
An automation for a coaching business that runs many discovery calls a week. Each recorded call is transcribed, summarised into goals, budget, objections and next steps, and mapped to CRM fields such as stage, deal value and follow-up date. The coach checks the summary, edits anything in one click, and the CRM and a follow-up email draft are updated from it.
The problem
After back-to-back calls, notes were written late or not at all, the CRM was always out of date, and follow-ups depended on memory.
Approach
The summary follows the same headings for every call, so the team can compare calls and coach the sales process. Field mapping only fills what was actually said, and leaves the rest empty. Nothing reaches the CRM or the client until the coach approves it.
- Input
- AI step
- Person decides
- Result
Screens
Swipe sideways to see the whole screen.
Client work is shown under confidentiality agreements: no client names, and screens are recreated with sample data.
Stack
- Speech to text
- Gemini API
- CRM integration
- Email drafts
Impact
Typical for systems like this.
