n8nfrom $1,450
Inbound lead router and enricher
Every inbound lead lands enriched, scored, assigned, and acknowledged inside ninety seconds, whichever channel it arrived through.
ZapierSales and lead flow
Meeting to CRM note and follow up
Every external meeting produces a CRM note, a next step, and a drafted follow up email before the rep has left the call.
Starting price$650fixed against a written scope
Build window2 to 3 daysfrom access and answers
Hours returned11 a monthconservative end of the range
Payback2 monthsat $38 an hour loaded
The problem
Why this exists
CRM hygiene fails at the point of the meeting. The rep intends to log it, then the next call starts, and by Friday the notes are a guess.
Trigger
Calendar event ends, filtered to events with an external attendee.
The build
What it does, in order
- 01
Match the attendee
External domain matched to a CRM company, or flagged as a new one to create.
- 02
Attach the recording artefacts
Transcript or notes from the meeting tool attached to the CRM activity.
- 03
Summarize to a template
Fixed structure: what they need, what blocks them, what we agreed, what happens next and by when.
- 04
Draft the follow up
A follow up email drafted into the rep's drafts folder, never sent automatically.
- 05
Set the next step
A task created with the agreed date, so a deal without a next step becomes visible in the pipeline review.
The guard rails
What stops it doing damage
This is the part that separates an automation that runs for years from one that quietly corrupts your data for a month.
- Internal only meetings are excluded by domain rule, not by keyword guessing
- Follow up emails are drafted, never auto sent, because a wrong auto send costs more than the time saved
- Deals with no next step raise a weekly exception list rather than being quietly fine
Honest limits
When this is the wrong automation
Your team already logs meetings reliably. Automating a habit that works adds a dependency without adding a result.
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Want this one built?
Send the form and we come back within 24 hours with a fixed price, a scope, and a date.