Conductor listens to the call, tags commitments, drafts the buyer recap, and queues the internal tasks—every artifact lands with approvals and receipts so leadership trusts the follow-through.
Formatted email that lands minutes after the call with commitments and resources.
Task list in CRM with owners, due dates, and linked artifacts.
Session log, transcript highlights, and cost breakdown stored for leadership.
Ingest the transcript and highlight owner, due date, and blockers mentioned live.
Compile the agreed outcomes, timeline, and resources into send-ready copy.
Generate tasks for sales, SE, legal, and leadership with approvals on.
Push the recap, tasks, and attachments to Salesforce and Slack so nothing slips.
We'll walk through the workflow live, install it in your environment, and leave you with approvals-on automation tied to pipeline.