Turn a recorded sales call into a follow-up presentation

After a sales call is recorded, AI builds a follow-up presentation in Google Slides automatically.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"sales call recorded and tagged"]:::trig s0["review call for key points"]:::task s1["generate follow-up slides"]:::svc trig --> s0 s0 --> s1 gx{"+ where to send update"}:::gate s1 --> gx p00["update hubspot record"]:::task gx -->|"update crm"| p00 p10["post slack message"]:::task gx -->|"notify team"| p10 p00 --> out p10 --> out out[/"follow-up deck ready and team notified"/]:::out pay{{"faster follow-up while interest is high"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceEvery pathResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Voice & PhoneCRM & Sales PipelineMessaging & NotificationsAPI & Webhook Integration
Connects
Google SlidesHubSpotSlackOpenAI

The problem it solves

After a sales call, building a tailored follow-up deck means replaying the recording, pulling out the key points, and manually assembling slides before the prospect's interest cools off. That turnaround time can cost you the deal.

Who it fits

Sales teams who record calls and want a fast, tailored follow-up presentation.

How it works

  1. A sales call is recorded and tagged with a relevant label
  2. AI reviews the call and pulls out the key talking points
  3. A follow-up presentation is generated in Google Slides from a template
  4. Your CRM is updated and your team is notified in Slack that the deck is ready
What you get

Follow-up decks drafted right after every call

After each sales call, a tailored follow-up presentation gets built automatically and your CRM and team stay updated.

What you get

A ready-made Google Slides follow-up presentation tied to the sales call.

What you need

A call recording account, a HubSpot account, a Slack workspace, and an OpenAI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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