All customer onboarding examples
Sales call follow-up
Turns each customer call into a recap, tasks and CRM updates, and asks the account owner to approve commitments and pricing language before anything goes out.
The operation
After customer calls, turn the transcript and account context into a follow-up email, action items, CRM updates, and any promises the owner should approve first.
Built it in 5 steps. The account owner approves commitments and customer-facing claims in Slack, and Malleable handles the rest.
Starts when
Completed customer call recording
Trigger
Load Call
Fetch recording, transcript, attendees, account, and opportunity context.
Fathom
Pulls the recording, transcript, and attendee list.
Gong
Pulls call evidence, objections, and commitment markers.
Salesforce
Adds account and opportunity context to the call packet.
Extract Commitments
Identify decisions, objections, follow-ups, owners, and due dates.
Gong
Extracts decisions, owners, follow-ups, and due dates from the call.
Draft Follow-Up
Write customer recap and internal action plan with linked evidence.
Owner Approval
Needs input
Ask owner to approve commitments, pricing language, and customer-facing claims.
Slack
Sends the approval request for commitments and customer-facing claims.
Update Systems
Send approved follow-up, update CRM, and create tasks for next steps.
Salesforce
Updates CRM fields and creates follow-up tasks.
Gmail
Sends the approved follow-up email to the customer.
Loading the call transcript and account context...
Step by step
- 1Load Call: Fetch recording, transcript, attendees, account, and opportunity context.
- 2Extract Commitments: Identify decisions, objections, follow-ups, owners, and due dates.
- 3Draft Follow-Up: Write customer recap and internal action plan with linked evidence.
- 4Owner Approval: Ask owner to approve commitments, pricing language, and customer-facing claims.
- 5Update Systems: Send approved follow-up, update CRM, and create tasks for next steps.
What the team gets
- Calls produce durable next steps
- CRM stays current
- Customer-facing follow-up is owner-approved
Apps it uses
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