Automation for sales · Runs after a meeting is transcribed
Post-demo CRM notes
Structured qualification notes and next steps logged after each demo call. Your assistant runs it after a meeting is transcribed and tells you when something needs your attention.
Post-demo CRM notes — Sep 17
Automation run • Sep 17
Post-demo CRM notes
Output
I logged notes from your demo call with Bram Ives to the Kestrel & Finch deal in HubSpot. You owe Bram wholesale tier pricing for the Timberline Flannel and Cascade Merino Crew by Friday.
Call Summary
- Contact: Bram Ives (bram@example.com)
- Company: Kestrel & Finch
- Deal: Kestrel & Finch ($9,600 in HubSpot)
- Meeting time: September 17, 2026, 10:00 AM to 10:45 AM Portland time
Qualification Notes
- Situation: Bram is refreshing apparel displays across two retail storefronts for late fall.
- Pain: Current suppliers have unreliable delivery windows. Bram needs dependable fulfillment dates for holiday inventory.
- Product interest: Timberline Flannel in Rust Check and Cascade Merino Crew in Fog and Basalt.
- Budget and terms: Looking to stay within the current $9,600 deal size, requesting net 30 payment terms.
- Timeline: Bram plans to place the opening wholesale order before October 1.
- Decision process: Bram selects stock, while the business partner approves credit terms.
Logged to HubSpot A note containing the full breakdown has been attached to Bram Ives and the Kestrel & Finch deal.
Action Items
- Cal Brook (you): Send Harbor & Pine wholesale line sheet and volume pricing for tops by Friday, September 18.
- Bram Ives: Confirm delivery address and estimated unit counts.
Automation steps. Your assistant follows these 2 steps each time it runs, using your connected CRM and email and calendar.
- 01
After each demo or introductory call, log a clean, structured note to the right contact and deal in my CRM: the prospect's situation and pain, budget and timeline signals, qualification details, and the agreed next steps and owners.
- 02
Deduplicate against what's already logged, follow the qualification framework I use, and flag any follow-up I owe.
Adjust the automation in chat
Tell your assistant what to do differently and it sets up that version for you.
- Use the MEDDPICC qualification framework for note sections.
- Only log notes for calls with external wholesale prospects.
- Highlight wholesale opening orders over $10,000 as urgent.
Results arrive as a message from your assistant. Each run posts to your conversation with your assistant, and can email you too. The automation keeps a log in your knowledge base and reads it before each run to see what has changed.
What starts this automation
Runs after a meeting is transcribed.
Only useful reports
When nothing needs attention, the run says so in a line or stays quiet. When there are findings, you get them with a link to the full run.
What it does on its own
Logs structured notes to your CRM on its own. Flags any follow-up tasks you owe. An automated run has no tool that sends, posts, shares, or deletes anything.
This automation reads your CRM and email and calendar. Connect HubSpot, Attio, or Affinity for your CRM and Google Workspace or Microsoft 365 for your email and calendar to Fieldwork.
More automations for sales.
Questions about this automation.
- How do I set this up?
- Open your assistant on the Agents page in Fieldwork, find this automation in your job library, and select Add. If HubSpot or Google Workspace is not connected yet, the card will guide you to connect them before starting.
- What does it do on its own, and what waits for me?
- The automation logs the structured qualification note and agreed next steps directly into HubSpot once the meeting transcript is ready. It will never send an email, change deal stages, or adjust your calendar, so sending quotes and follow-up emails remains with you.
- Where do the results arrive?
- Your summary appears as a direct message in your Fieldwork chat conversation, and it can be sent to your inbox as well. If a call has no clear sales takeaways or relevant deal context, the assistant states that briefly.
- How does it find the right deal in HubSpot?
- Fieldwork reads the attendee email addresses from your calendar event and matches them against existing contacts and deals in HubSpot. If no open deal exists, it attaches the note directly to the contact record and mentions the missing deal in your chat update.
Security first
No training on your data
Neither we nor our model providers train on your data. Inference runs with zero retention wherever the provider supports it.
Access
Agents only see what the person asking can see. Conversations, files, apps and connections stay private until shared, and admins have no way into conversations.
Encryption and isolation
Data is encrypted at rest and in transit. Each user's code runs in its own microVM, and secrets reach models by name only.
Continuity
Continuous backups, replicated to a second region. Data is exported on request and deleted within 30 days of a contract's end.