Write the follow-up from what was actually said on the call
After a sales call, an agent reads the transcript in Gong, Fireflies or Granola, pulls out the objections and the agreed next step, and drafts a follow-up in your voice for your approval.
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One request. The agent does the rest.
Type it to Penny, or use it as the agent’s brief and let it run on its trigger.
Agent PennyRun with Custom agent@Fireflies find my call with Priya at Lumen Labs from today, list her objections and the next step we agreed, and draft a follow-up email that answers each objection in two lines.
- Finds the call in your meeting notes app
- Reads the transcript and summary
- Pulls out objections, questions and the agreed next step
- Drafts a follow-up in your voice that answers each one
- Waits for you to review and send
- Call
- Priya Nair, Lumen Labs
- Objections found
- 3
- Next step
- Pilot with two reps
- Status
- Draft waiting for your yes
The follow-up email decides whether a good call turns into a deal. It should land the same day, answer every concern the buyer raised and restate the next step in their words. Written from memory at the end of a long day, it rarely does. This agent writes it from the transcript instead.
Why the transcript beats your notes
Notes capture what you thought was important. Transcripts capture what the buyer said: the exact objection, the person they need to convince, the date they mentioned. A follow-up that reflects those details shows you listened, and it gives your champion the words to sell internally.
What the agent does
You point it at a call, by name or date. It finds the call in Gong, Fireflies or Granola through your connection, reads the transcript and summary, and pulls out three things: objections, open questions and the agreed next step. Then it drafts a short follow-up in your voice that answers each concern in a line or two, attaches the right case study from your Knowledge when one fits, and restates the next step with a date. The draft waits for you.
Set it up
- Connect your call recorder.
- Create an agent from scratch with a brief: what to extract, how long the email should be, and the tone.
- Tick the recorder and keep sending on review.
- Run it after each call, or ask Penny in chat with the prospect’s name.
Tips
- Ask for the follow-up within an hour of the call. Speed signals interest.
- Keep one clear next step. Two options is fine; five is a menu nobody orders from.
- Save strong answers to objections in Knowledge, so the next draft is even better.
Connected in a click, used on your terms
Sign in once. Every action is marked Reads or Changes data, and changes wait for your approval.
Custom agent asks before it acts
You choose how much it does alone. Reading and research always run straight away; anything that sends, spends or changes another app waits as a card you approve, unless you allowed it.
- Review each stepIt asks before every step, unless you allowed that action to run on its own.
- Review changesIt reads and researches freely, then brings every change back to you.
- Run routine workSaving people, tagging and preparing drafts run on their own. Sending, paid actions and other apps still wait.
Use cases that pair well with this one
ScheduledKeep your objection playbook fresh from real sales callsEvery week an agent reads your recorded calls in Gong, collects new objections and the answers that worked, and prepares updates to your objection playbook in Notion for approval.Custom agent
On demandAI account research: a sourced brief on every target accountAn agent runs deep research on each target account with Parallel and Exa, and hands you a one-page brief with priorities, news, people and a reason to reach out, every claim with its source.Custom agent
On demandMake a one-pager for each top account in CanvaFor your top accounts, an agent finds your approved one-pager in Canva and prepares a version tailored to each company, ready for your approval and the next message.Custom agent Which call recorders does it work with?
Gong, Fireflies and Granola connect as apps the agent can read. It uses your own account, so it only sees calls you can see.
Will it quote the prospect?
It refers to what was said, accurately, and you can see the source. Quote directly only when it helps.
Does it send the email?
No. It drafts. You review and send.
When does it run?
Whenever you click Run now, or ask Penny in chat. If it becomes a weekly habit, put it on a schedule instead and it runs on its own.
Which apps does it use, and do I need accounts?
It uses Gong, with one-click sign-in; Fireflies, with one-click sign-in; Granola, with one-click sign-in. Each app works with your own access, so the agent only sees what your account can see, and anything an app charges for is billed by that app.
Can the agent act without my approval?
Reading and research run straight away. Routine work such as saving people to a list or tagging can run alone if you allow it. Sending, paid actions and changes in other apps wait for your yes unless you explicitly allowed that action.
What does a run cost?
Each step uses AI credits like a Penny question, and you set the most steps and credits one run may use. A run pauses at either limit until you continue it. Paid actions such as enrichment, and charges from connected apps, are separate.
Can I change what the agent does?
Yes, in plain words. Edit the brief, attach a skill such as your own playbook, tick or untick apps and change what needs approval. The next run follows the new instructions, and finished work stays saved.
Which agent runs it?
An agent you create from scratch with this use case as its brief. It takes a few minutes: name it, paste the request, pick the trigger and apps, and choose what needs approval.
How do I see what the agent did?
Every run has a page that says what it did in plain words, with the credits each step used and anything waiting for you. Results show as formatted answers, tables or diagrams, and you get a notification when a run finishes or needs your approval.
Which Prosyo plan do I need?
Agents come with the Penny Agents, Penny SDR and Penny SDR All-in plans: 5, 10 or 20 agents. Every workspace starts with a 7-day free trial, no card required.
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