Meeting Follow-up Agent with Codex
One recording in, one Gmail draft and one HubSpot note out, with the only routing decision being whether anyone external was on the call. Codex is quick on well-defined work and steady with the draft and note mechanics, which is the part that has to be right every single time. Nothing is ever sent.
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.
Runs on Codex
Preselected for this page — connect your Codex account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
Why Codex for this agent
Draft created, never sent
The only email capability wired in creates a draft, so every follow-up sits in your drafts folder waiting for a person to press send.
Internal calls stop early
When everyone on the call is a colleague it writes the CRM note your rules ask for and no email, which keeps a pipeline review out of a customer's inbox.
Before you fork
How long a call can it handle?
The transcript is the largest thing in the run, so a long call depends on the model you connect having room for it. Ordinary sales calls of thirty to sixty minutes are unremarkable, while a two hour workshop recording is worth testing before you rely on it. If recaps start missing the end of a call, that is the signal to move to a model with more room.
Run it with a different agent
Put Meeting Follow-up Agent to work on Codex
Free to start. Guided setup, a test run against staged conversations, and it's live.