Automation · After the meeting

The follow-up is written before you’ve left the car park.

You finish the meeting; Chief writes it up. The follow-up email lands in your own compose window and the record in your CRM gets filled from what was actually said, with the values checked with you before they go in.

New Message Draft
To Priya Shah
Subject Good to meet — where we left it

Hi Priya,

Thanks for this afternoon — good to finally put faces to the email thread.

Where we left it:

  • Both sites on one contract, starting in the new year
  • Your finance director signs it off
  • You’re back to us with the site list by Friday

I’ll pick it up on Friday if I haven’t heard — anything you need before then, just say.

Best,
Sam

Send
From the call to the draft

The meeting ends. The write-up is already done.

Chief listened from your own device, so the moment you stop talking it has the whole conversation to work from — a title, a summary for you, an email for them, and the answers the meeting was meant to get.

The write-up

Written up before you’re back at your desk.

The moment the meeting ends, Chief has the whole conversation to work from. It writes a title you can find the meeting by, a summary for your own records, and a follow-up email written for the person you just met — from what was said, not from the notes you didn’t take.

  • A title and a summary of what was actually said
  • A follow-up email written for the person you just met
  • Nothing left over for the end of the week
Tuesday afternoon
  1. 14:58 The meeting ends

    You say your goodbyes and pick your bag up. Nothing written down yet.

  2. 14:58 Chief writes it up

    A title, and a summary of the conversation from end to end.

  3. 14:59 The follow-up is drafted

    Written for the person you just met, in the way you write to them.

Done before you reached the car

Note fields

Read again, against the whole conversation.

The questions your meeting type has to answer are picked up as you talk, then read again over the full transcript once the meeting ends. So the record carries what was actually said — including the part nobody thought to write down at the time — and what the meeting left open.

  • Every field checked against the whole conversation, not just the bit you noticed
  • What the meeting answered, and what it didn’t
  • Complete enough to pick up again weeks later
What the meeting answered Write-up ready
Captured
What they need Both sites, one contract
Who signs it off Finance director
Timing Starting in the new year
Still open

No figure was ever named

Nothing booked in before you hung up

Have your next meeting write itself up — the summary, the follow-up and the fields, from the first call you run.

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Follow-through

Two jobs get finished for you. These two.

There’s the email you were going to write, and there’s the record you were going to update. Chief does both off the same meeting — and there isn’t a third, which is why we can tell you exactly what happens after every call.

One

The follow-up email, in your own compose window.

The email Chief drafted, typed into the compose window of the mail you already use — your account, your address, the thread it belongs in. Whether it goes on its own or waits for you is your setting, so the approval is always yours.

Two

The CRM record, filled in from the meeting.

The summary, the answers the conversation produced and the meeting itself, all landing on the right contact — so the record is complete enough to act on long after you’ve forgotten the call.

You approve everything. Auto-accept exists, is off by default, and warns you exactly what it means before you turn it on. How Chief asks before it acts.

Your instructions

Your email style guide. Your field mapping.

A valuation is not a discovery call and shouldn’t get the same email. So the instructions live on the meeting type: how you want the follow-up written, and which answer belongs in which field. Every draft is written against them, and the values are checked with you before they’re written anywhere.

  • One set of instructions per meeting type, not one for everything
  • Your own wording, and your own field names
  • Set up with you when we switch it on, and changed whenever you ask
Meeting type
Client review Discovery call Valuation Site visit Your own
What this meeting type has to answer
  • What they need
  • Who signs it off
  • Timing
  • Budget
  • Next step
The follow-up email

Written the way you write

  • Short, first names, no bullet lists
  • Always confirm dates in writing
  • Sign off the way you always do

Your email style guide for this meeting type.

The CRM record
  • RequirementBoth sites, one contract
  • Decision makerFinance director
  • Close dateNew year

Your field mapping for this meeting type.

Your CRM

The record filled in, on the right contact.

Chief ties the meeting to the record it belongs to and writes back what the conversation produced: the meeting logged, the summary posted as a note, and the fields you mapped filled in. HubSpot today, with more CRMs on the way.

  • The meeting logged against the right contact, not a new duplicate
  • The summary posted as a note, and your mapped fields filled in
  • No conversation lost, and no record too thin to follow up later
Written to your CRM
Contact Priya Shah — Bramwell Group
Meeting Logged
Note Summary of the client review
Requirement Both sites, one contract
Decision maker Finance director
Close date New year

HubSpot is the CRM Chief fills in today. Tell us what you use and we’ll tell you where it is in the queue — ask about yours.

Bring a meeting you had this week and we’ll show you the email and the record Chief would have written from it.

Book a demo
Turning it on

It’s available. Ask us to switch it on.

Post-meeting follow-through isn’t on by default — it’s turned on for your account when you want it, and we set it up with you so the first meeting it runs on is already written the way you write.

Step 1

Ask us to turn it on

Post-meeting follow-through is switched on per account rather than being on by default. Tell us you want it and it goes on.

Step 2

We set it up with you

Your meeting types, how you want the follow-up written, and which answer belongs in which field.

Step 3

It runs from your next meeting

Finish a call, and the write-up, the follow-up and the record are already waiting for you.

Notetaker & Coach

All of this starts with a meeting.

Chief has to have been in the conversation to write it up. That’s the other half of the product, and it’s the same account.

Never write a follow-up from memory again.

Start free today, then ask us to switch the follow-through on — your next meeting can draft its own email and fill in its own record.