What it does
Pulls transcript highlights, feature interests, and objections from the demo, then drafts a tailored follow-up with resources and CTA.
Why I recommend it
Timely, specific follow-ups dramatically increase win rates. Automation ensures every prospect gets one within hours, even on busy demo days.
Expected benefits
- Higher meeting-to-opportunity conversion
- Consistent messaging and next steps
- Less admin for AEs
- Better attach rate of assets
How it works
Demo recorded -> transcript + call notes processed -> Claude summarises key pain points, requested features, success metrics -> generates email with personalised recap, resources, and CTA to move forward -> logs in CRM.
Quick start
Use Gong or Chorus to export a transcript manually, ask Claude for a follow-up draught, and gauge tone. Iterate on prompt before automating.
Level-up version
Auto-attach relevant case studies, include ROI calculators, update mutual action plan, and send SMS reminders for scheduled next steps.
Tools you can use
Call intelligence: Gong, Chorus
Email: Outreach, HubSpot
AI: Claude, Lavender for optimisation
Automation: Zapier, Workato
Also works with
Discovery calls, technical validation recaps, onboarding kickoff notes.
Technical implementation solution
- No-code: Gong call completed -> Zapier -> Claude -> draught pushed to Gmail/Outreach for approval.
- API-based: Webhook ingest -> transcript cleaned -> Claude -> CRM activity + email automatically sent if AE approves via Slack button.
Where it gets tricky
Ensuring sensitive discussions aren’t auto-emailed, handling multi-thread stakeholders, and keeping track of attachments per persona.
