Meeting note chase

Sales / AUTOMATE.md

When a meeting task closes with no note attached, post the rep a one-line nudge naming the account and the last touch.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

Every meeting leaves a record
Handoffs keep their context

How it runs

1. Starts
When a Salesforce meeting task closes with no activity
2. Reads
meeting task
3. Delivers to
Slack
4. You decide
Approve each time, or let the steps you trust run. Your choice.

Why sales teams set this up

Calls happen all day and the CRM stays empty. Rep notes live in personal documents, managers cannot see what was said, and the next call starts from zero. When a deal goes quiet, nobody can tell whether the buyer went silent or the rep never logged anything.

See the whole job: Meeting to CRM hygiene

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

Change when it runs
Move it to another day or time, or start it when something arrives, like a new email.
Add your own rules
Limits, exceptions and what good looks like go in the same file, in plain words.
Decide what waits for you
Mark the steps that need your OK, and let the rest run.

You stay in charge.
At every step.

It does the legwork. You decide what reaches a customer.

Nothing reaches a customer unasked
Replies and follow-ups wait in your drafts until you send them, or until you pre-approve them.
Undo what you don't want
Every step is recorded, and a file it changed can be put back.
Only the CRM and inbox you allow
Each automation reaches only the apps and folders you connect for it.

Meeting note chase

Approve before it posts in Slack?

ReviewApprove

Before you download.

Where does it run?: On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?: Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?: It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?: Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?: No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Instead ofGood atWhere it stops

Your CRM's workflow rules

Updating fields and assigning records the same way every time.

They can't read a call, research a company or write a follow-up that sounds like you.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build and maintain.

AI chat assistants

Drafting a reply when you ask for one.

Nothing happens until you come back and ask again, and the routine lives in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Other setups for the same job.

Follow-up reminder

Twenty-four hours after a call with nothing written back, email me a reminder with the transcript link and an empty note template.

24 hours after a call with no linked CRM activity

Gong CRM update draft

When a customer call ends, draft the CRM update with next step, owner, and close date, then post it for me to approve.

When a recorded call finishes in Gong

Related workflows

Opportunity recap notes

Write the deal record back from the call itself: the pain, the people, the decisions, and the next step with an owner and a date.

5 automations

Discovery prep pack

Arrive at a discovery call with the stakeholders mapped, the questions already answered, and the gaps worth spending the limited time on.

1 automation

Deal risk alerts

Flag a deal the moment it goes quiet, loses a stakeholder, or slips its date, while a rep can still act on it.