Integration, planned
dpaperwork and Fathom, Granola and tl;dv
Meeting notes from these tools would feed deal and project updates.
What it reads
- Meeting notes and action items.
What it drafts
- Deal and project updates from a call.
Where you approve
Planned. Updates would wait for your accept like every other draft.
Leave the call with your first follow-up drafted.
A short call to connect Gmail and your calendar, bring in your clients and set the first rules. You approve everything it drafts.