Client Call Follow-Up
Client Call Follow-Up is a routine your Townie AI assistant runs after client calls: it reads the meeting transcript, drafts your follow-up email, captures action items, and updates your CRM — holding everything for your approval.
See it work: from transcript to sent-ready follow-up
Draft my follow-ups after client calls
Set it up once. Approve the drafts.
Granola
HubSpot
Gmail
Outlook
Salesforce
Attio
Pipedrive
FathomIt runs when your call ends
As soon as a meeting recording or transcript is ready, your Townie gets to work — no forwarding, no reminders.
It reads the whole conversation
Decisions, commitments with owners and due dates, open questions, and risks — pulled from the transcript, not your memory.
You approve, it finishes
The follow-up email, the CRM note, and your task list arrive drafted. Nothing external sends without your sign-off.
Client Call Follow-Up FAQ
It's a routine your Townie AI assistant runs after every client call: it reads the meeting transcript, drafts your follow-up email, captures action items with due dates, and logs the meeting to your CRM — then holds everything for your approval. You set it up once by describing it to your assistant; the message on this page is that description.
Not unless you tell it to. The default is draft-and-hold: follow-up emails wait in your drafts, and deal-stage changes wait for your confirmation. You choose how much it does on its own.
A meeting-notes source (like Granola, Fathom, or Fireflies) for transcripts, your email for drafts, and optionally a CRM (like HubSpot, Salesforce, or Attio) for logging. Your assistant adapts the routine to whatever you've connected.
Yes — it's your routine. Ask your assistant to add deal-risk flags, skip internal meetings, or copy a teammate on recaps, and it updates the routine from that one message.
