Post-Meeting CRM Update
Post-Meeting CRM Update is a routine your Townie AI assistant runs when a meeting transcript is ready: it reads the conversation, logs a call note against the right contact and deal, turns your commitments into tasks with due dates, and emails you a short recap. Stage changes and outbound email wait for your approval.
See it work: the CRM updates itself
Make sure nothing from a meeting slips
The admin's done before you've poured the next coffee.
Gmail
Google Calendar
HubSpot
Affinity
Outlook
Granola
Attio
FathomIt runs when the transcript lands
The moment a recording or transcript is ready — with an hourly sweep as backup, so late notes still get caught and no meeting is processed twice.
It reads the whole conversation
Decisions, every commitment with an owner and a due date, open questions, and risks — matched to the right contact and deal in your CRM.
You get the admin, done
A logged call note, tasks with smart due dates, drafted follow-ups, and a short recap in your inbox. Stage changes wait for your word.
Post-Meeting CRM Update FAQ
It's a routine your Townie AI assistant runs when a meeting transcript is ready: it reads the conversation, logs a concise call note against the right contact and deal, turns your commitments into follow-up tasks with due dates, drafts any emails you promised, and sends you a short recap. You describe it once to your assistant — the message on this page is that description.
Not by default. Notes, tasks, and drafts happen on their own; deal-stage changes and anything external wait for your confirmation, and you can set hard guardrails — like never moving a deal to Pass automatically. Read more in our security overview.
A meeting-notes source (like Granola, Fathom, or Fireflies), your email for drafts and the recap, and wherever you track deals — Affinity, HubSpot, Streak, or just a Google Sheet if you don't run a CRM. Your assistant adapts to what you've connected.
It sweeps hourly during the workday, so a transcript that lands twenty minutes after the meeting still gets processed — and it keeps track of what it's already handled, so the same meeting is never logged twice.
Yes — it's your routine. Ask your assistant to also flag risks and objections, skip internal meetings, use your exact stage mapping, or copy a partner on recaps, and it updates from that one message.
