Turn sales transcripts into reviewed CRM updates and coordinated follow-up
At a glance
Make's Post-Call Hero case study describes a transcript-driven agent that drafts follow-up email, prepares CRM changes, and can create stakeholder Slack channels, supported by fixed context files and a limited tool set. This workflow is listed under builder, make-ai-agents, sales-operations, crm, post-call-workflow.
The example gathers promises from calls and email before coordinating the CRM change, handoff document, customer-success notification, kickoff, and welcome draft.
Make's Kevin Cookie Company tutorial builds a fictional support assistant using a Llama model, a Google Docs FAQ tool, a separate email tool, and a Tally trigger, illustrating reusable versus scenario-specific tools.
Official Agents API cookbook: connect Slack threads to persistent agent sessions, workplace tools, and isolated sandboxes so workplace chat becomes a durable agent runtime.
Zapier's updated EA playbook shows stacking Zaps for inbox digests in the exec's voice, CRM-backed pre-meeting briefs, meeting recaps, Slack-reaction tasks, and form-driven travel approvals.