Turn every client call into notes, tasks and answers for your team
Nobody takes notes, and anyone on the team can ask about any call in Slack.
In the post: nobody on the team takes notes any more.
- From Jacob Klug's post
- Runs every evening at 9pm
- Free
Connect the apps here, then add the workflow. Kavela runs the workflow when you press Run until you clear it to run on its own.
The workflow
Exactly what will run, and the app each step works in. You can change any step before you add the workflow.
Every evening at 9pm
- Fathom
Pull the day's recorded calls.
In Fathom
Sort each call by client and write the notes.
By your agents, in Kavela
Turn every promise and next step into a task on your board.
By your agents, in Kavela
- Slack
Answer the team's questions about any call in Slack.
In Slack
Customize
What should the workflow know about you?
How should each step be done?
Which other apps should the workflow use, and how?
Where should results go, and how should each message read?
Take the workflow further
Each app below adds a step. Turn one on to see the step in the workflow above; the app joins the setup.
Notion Freemium
Keeps a page of notes for each client
Sign in once
Typefully Freemium
Drafts the week's posts from what clients said
Sign in once
What to expect
A second agent checks every run against the workflow's checklist before the result reaches you.
- Small slips are fixed first
- A result close to passing is corrected before the check.
- A miss goes back
- A result missing a check goes back with the exact gap and is redone.
- Three tries, then you
- If the result still falls short after three tries, you get the work and what is missing.
Put the workflow to work.
Connect the apps here, then add the workflow. Kavela runs the workflow when you press Run until you clear it to run on its own.