Meeting Follow-up Agent
Turns every recorded call into a follow-up email drafted in Gmail and a HubSpot note, carrying only the next steps people actually agreed to on the call.
Watch it work before it's live
Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
Discovery call: Brillante Caffe Group
Recording finished, 38 minutes, with Elena Rossi, Chief Operating Officer at Brillante Caffe Group in Milan, and two people from our side. They run 41 cafes and stock ordering is done by each manager over WhatsApp, which they estimate cost about 6,000 euro in waste last month. Elena asked for pricing across 41 sites and an example rollout plan, and our rep said both would be sent by Friday 21 August. Elena said she would send a point of sale export on Tuesday, and both sides settled on a second call for 27 August at 14:00 CEST. She also asked whether the app works offline in their two mountain locations, which nobody on the call could answer.
Set up in minutes
Using this template drops you into a guided setup. It asks exactly this, nothing else:
Connect Fathom
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Gmail
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect HubSpot
One sign-in. The agent acts through your account, scoped to what this template uses.
Followup style
How your follow-up emails read - length, tone, greeting and sign-off, whether next steps are bullets or sentences, and anything you always include or never include.
Crm rules
What you want logged in HubSpot after a call - which meetings deserve a note, what that note has to contain, and how much detail the next person opening the record will need.
Choose which agent runs it
NoClick's built-in models work out of the box — or bring Claude Code, Codex, and other coding agents on your own subscription.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
About this agent
The follow-up email decides whether a call goes anywhere, and it is usually written from memory two days late. This agent reads the recording's summary and full transcript the moment it lands, drafts the follow-up in Gmail in your voice, and logs the CRM note your rules ask for. It writes down only what was actually spoken on the call, so nobody ends up agreeing to things on your behalf.
What people use it for
- Follow-ups go out same day - The draft is waiting in Gmail before the rep has finished tidying their notes. A call that ends at 17:00 gets followed up that evening instead of on Thursday.
- Next steps with owners - Each action carries the person who committed to it and the date they said out loud. Where nothing was agreed the email says so, and that is what makes a recap safe to send.
- CRM notes that get read - What was discussed, what was agreed, and what is still open, written to HubSpot on every call. The next person to open that record does not have to watch a 40 minute recording.
- Customers in their own language - The recap is written in the language the customer actually spoke, so the person who has to forward it to their finance director is not translating it first.
Before you fork
What do I need to connect?
Your Fathom account for the recordings, summaries, and transcripts, a Gmail credential that can create drafts, and a HubSpot credential that can search contacts and write notes. Then you describe how your follow-ups read and what a CRM note should contain. The only email tool wired in creates drafts, so every follow-up waits in your drafts folder for a person to send.
How do I know it will not promise something we never agreed?
Next steps are taken from the transcript rather than the summary, and each one has to carry the person who said it and the date they gave. Anything floated but not settled, an improvised discount for example, is kept out of the commitments and flagged with a needs a human line at the top of the draft. Prices, dates, and scope that nobody spoke on the call never appear in the email.
Does it run on every recording?
It starts on every recording Fathom finishes and then decides what to do. Calls where everyone is a colleague get the CRM note your rules ask for and no email, so internal reviews never turn into customer follow-ups. Cost is one run per recorded meeting, which tracks how much your team actually sells rather than how many seats you have.
Run it with your coding agent
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Put Meeting Follow-up Agent to work
Free to start. Guided setup, a test run against staged conversations, and it's live.