Bot recipe · Sales and CRM
Meeting follow-up.
Drafts the follow-up email and the CRM notes after each recorded meeting.
Free: 30 answers a day, plus 300 trial credits for every other model. No card.
It starts
- On a schedule
- Every weekday at 18:00
It works with
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HubSpot
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Outlook
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Gmail
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Granola
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Fireflies
Its changes
The draft and the note each ask.
Its instructions
What it's told, word for word.
The bot reads these on every run. Change them before it starts, or any time after.
- Conversations
- One per meeting.
- Credits
- About 10 to 30 credits a run, at the model's own rate.
- Who sees it
- Only you: it works as you, and its runs are your chats.
Sales and CRM
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Start from this recipe.
Sign up, open Bots, and pick Meeting follow-up. Every part of it stays yours to change.
Free: 30 answers a day, plus 300 trial credits for every other model. No card.