Structured next steps
Turn concrete commitments into Todos with status, owner, due date, and priority when the source supports them.
Sales call action items
Turn every sales call into next steps you can verify.
Deal Todo extracts action items from a recording or transcript, attaches the exact supporting words, and keeps later calls connected to the same Deal instead of creating another disconnected summary.
- Upload a call recording first, or paste a transcript as a fallback.
- Review the source quote behind every AI-created Todo.
- Apply or reject later changes before they touch the current list.
A call summary is not a reliable follow-up system
Summaries are useful for remembering a conversation, but commitments are easy to lose inside paragraphs. A seller still has to find the owner, deadline, next step, and the words that justified it.
The problem gets worse after the second or third call. Separate notes do not show which next steps are still current, what changed, or which promise has already been completed.
From conversation to a current, reviewable list
Source-backed evidence
Keep an exact quote beside each AI-created Todo or suggestion so the result can be checked before use.
Controlled updates
Later calls propose ADD, UPDATE, or MAYBE_DONE changes. Nothing silently overwrites the work already accepted.
How sales call action-item tracking works
- 1
Create one Deal
Use a separate Deal for each client or sales thread so its materials and current Todos stay together.
- 2
Add the first conversation
Upload the recording or paste the transcript. Deal Todo creates the initial action-item list.
- 3
Add later calls in order
Each later material is compared with the current list and produces reviewable change suggestions.
- 4
Verify and decide
Read the source quote, then apply or reject each suggestion based on what actually happened.
Accuracy should be inspectable, not assumed
Deal Todo treats source evidence as part of the free core workflow. The useful result is not merely an AI answer; it is an action item that a person can trace back to the client conversation and approve with confidence.
Sales call action-item questions
Can I use a transcript instead of a recording?
Yes. Recording upload is the primary workflow, and pasted transcripts or notes are available as a fallback.
Will a later sales call replace my existing Todos?
No. Later materials only create reviewable suggestions. You decide whether each change is applied or rejected.
What if a call contains no clear next step?
The material can still finish processing without inventing a Todo. You can add one manually or continue with the next conversation.
Continue exploring the workflow
Transcript to Todo
Convert a sales or client meeting transcript into a reviewable Todo list with exact source quotes and controlled updates across later meetings.
Learn moreDeal next steps tracker
Track deal next steps across multiple client conversations with one current Todo list, chronological materials, source quotes, and reviewable updates.
Learn moreClient meeting follow-up
Create a practical client meeting follow-up checklist from recordings or transcripts, with owners, due dates, source quotes, and later updates.
Learn moreStart with one real sales conversation.
Create a Deal and turn its first recording or transcript into a source-backed Todo list.
Create a Deal