Client Next-Step Log
The Client Next-Step Log is a routine your Townie AI assistant runs after client calls: it reads the transcript, pulls every action item with its owner and due date, and logs them to your running system of record — attributed to the right client and engagement, so nothing agreed on a call gets lost.
See it work: the call ends, the log is current
Capture every next step from my client calls
Every item lands under the right client.
How this routine works
Google Calendar
Google Drive
Granola
Fathom
Gmail
Outlook
Notion
FirefliesIt runs when the transcript is ready
As soon as a client call's recording or transcript lands, your Townie reads it — no forwarding, no reminders.
It pulls every commitment
Each action item with its owner and due date. Missing dates get a sensible estimate, marked as one; ambiguous client attribution gets a question, never a guess.
Your system of record stays true
Items land in your running doc or sheet, grouped by client and engagement — one place that always shows what's outstanding.
Client Next-Step Log FAQ
It's a routine your Townie AI assistant runs after every client call: it reads the transcript, pulls out each action item and next step with its owner and due date, and logs them to your running system of record — attributed to the right client and engagement. You set it up once by describing it; the message on this page is that description.
No. The default is your running Google Doc or Sheet; external trackers are opt-in, and it confirms with you before writing anything the first few times. Read more in our security overview.
It asks. Client attribution is the one thing this routine never guesses — an ambiguous item gets flagged with a question instead of being filed under the wrong engagement.
A meeting-notes source for call transcripts (like Granola, Fathom, or Fireflies), your calendar to know which meetings are client calls, and wherever your log lives — a Google Doc, a Sheet, or a tracker you opt into.
Yes — tell your assistant to move it to a different doc, split it per client, or start pushing items into your project tracker once you trust it, and it updates the routine from that one message.
