Call follow-up

Drafts the follow-up email after each sales call from Granola's notes, sends the rep the link on Slack, and logs the next step in your pipeline sheet.

Live example

Click a step to see how it works.

Chat

After every sales call, Granola sends us the notes. Draft a follow-up email to the customer that covers what we talked about and what we promised, and put it in my Gmail drafts so I can edit and send it. Send the rep the link on Slack, and log the next step and its date on the deal in our pipeline sheet.

Here's the plan:

Read the call notes: when Granola's notes are ready, reads who was on the call, what they need, what you promised, and the next step and date.
Draft the follow-up: drafts the follow-up email to the customer in your Gmail and sends the rep the link on Slack.
Log the next step: finds the deal in your pipeline sheet and writes the next step and its date on it.

Connect Granola by pasting this workflow's webhook address into Granola, and set your pipeline sheet in the settings. Tell me what to change. For example: "Copy the sales lead on every follow-up."

Granola notes ready

Granola sends the notes when a call's notes are ready.

Webhook

Read the call notes

Reads who was on the call, what they need, what we promised, and the next step and date.

Draft the follow-up

Drafts the follow-up email to the customer in your Gmail and sends the rep the link on Slack.

Log the next step

Finds the deal in the pipeline sheet and writes the next step and its date on it.

Step by step

After a sales call, someone has to write the follow-up and update the pipeline. Malleable reads Granola's notes, drafts the email in your Gmail for the rep to send, and writes the next step on the deal.

1When Granola's notes for a call are ready, Malleable reads who was on the call, what they need, what you promised, and the next step
2It drafts the follow-up email to the customer in your Gmail and sends the rep the link on Slack
3It finds the deal in your pipeline sheet and writes the next step and its date on it

What the team gets

A follow-up drafted after every call
Nothing goes to a customer until the rep sends it
Next steps logged on the deal

Apps it uses

Granola
Google
Slack

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