Sales Call Notes
Log every sales call by account, get a summary and follow-up email draft, and a morning list of next steps. Free to clone.
Sales Call Notes is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Notes
This Taskade Genesis app includes 4 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Recap. Its automations include Recap new call note and Morning call follow-up.
by @taskade
What you can do with Sales Call Notes
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Sales Call Notes works
- Recap new call note: when a call note is saved, then Ask Recap for a follow-up and Save Recap to the call note.
- Morning call follow-up: when Every morning at 8 AM, then Send morning call desk reminder.
Built with Taskade Genesis
- Category: Notes
- AI agents: Recap
- Automations: Recap new call note, Morning call follow-up
- Workspace: 4 projects, 1 AI agent, 2 automations