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Leon Petrou
2d
•
Announcements
How To Automate Your Sales Call Follow-up Process with AI | Google Meet + Zapier + Notta + OpenAI
If you do sales calls, you already know, sending a follow up email to the prospect after the call ends isn’t just a formality, it’s what keeps momentum alive and clarifies next steps to move the deal forward.
According to a Harvard Business Review study of 2,200+ companies, reps who follow up within the first hour are 7x more likely to close the lead than those who wait just over 60 minutes, and 60x more likely than teams that wait a full day. This first hour is called the “golden hour”. It’s when interest is high, details are fresh, and your prospect’s emotional engagement is still high.
In reality, the second you hit “End meeting”, you may have another back to back meeting, or hundreds of other urgent or important things on your to-do list that you need to get to. You know you need to write that follow up email, but the longer you wait, the colder the lead gets.
So how do you consistently follow up fast without dropping the ball?
Thanks to AI we can now automate this entire process.
Using Notta for live meeting transcription together with Zapier, you’ll have a beautifully written draft email in your Gmail waiting for your review and all you need to do is hit “Send”. A task that used to take 30 minutes now takes 3.
In my latest YouTube video, I show you how to build this automation step-by-step so that you can benefit from sending your follow up email within the golden hour and close more deals.
Here’s what you’ll learn:
✅ Capture the entire Google Meet in Notta. No manual note-taking required.
✅ Auto-summarise budget, authority, need & timeline (BANT) in seconds for lead qualification.
✅ Classify prospects as Qualified / Disqualified with GPT-4o based on your criteria.
✅ Draft a personalised follow-up email in Gmail (in your tone).
✅ Keep a human-in-the-loop so you can proofread before clicking Send.
And the best part? It auto-adds your to-do or action items for that prospect to Google Tasks so that you can stay on top of what you need to do.
This not only saves you hours every month, but sending out that email within the golden hour makes the next steps happen and increases the chances of ultimately closing the deal.
👉 Full YouTube tutorial: https://youtu.be/JfbfotyW70Q
👉 Step-by-step guide and prompts in the Templates section.
👉 Get 10% off Notta: https://www.notta.ai/en?via=leon (Coupon Code: LEON10)
Hope it helps!
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Fagana Stone
18d
•
Questions
RAG won't populate to Qualtrics
As part of academic research, the Institutional Review Board needs to make sure that data is secured safely. We had run it on our personal server but that may post issues in terms of cookies (that's what was told to us). So, I am needing a RA tool created similarly to Gemini which we will use as part of the survey. Survey asks many questions then the chatbot should be embedded within the survey in Qualtrics where participants will enter their prompts for RAG to provide responses based on one document on HR policies. And once they are done with the prompts, we need them to continue within the survey to answer a few more questions to avoid attrition issues. We developed the script but Qualtrics told us that the script is wrong. My entire research project is in jeopardy now because of this limitation. We tested the script and it works. I am hesitant to post it on here as it will be used for academic research purposes.
I am so incredibly heartbroken over this issue that I do not even know what to do. The programmer who had worked on scripting the RAG seems to be having difficulties fixing whatever the issue may be. Is there any way you can help us get this project off the ground please? RAG tool is the only (and main) component that we are missing...
It is highly preferable by the university for the software to be pre-approved by them, this is the reason we are utilizing Qualtrics. If there's another way to do this better and still protect the security of the data, that would be fantastic. At the end of the day, if Qualtrics is not feasible, I'd need a very strong argument for using a different server or software.
The chatbot needs to be embedded on the Qualtrics survey to avoid attrition issues as I need at least 200 complete responses for the study.
The tech stack that is being currently used is the JavaScript code is pointing to an AnythingLLM container on a private server.
Qualtrics told us the script is wrong but we have tested it on our end and it works just fine, hence the complete confusion. The actual script is in your LinkedIn messages from me as I am hesitant to post it on here to avoid survey contamination by subscribers... Any help would be greatly appreciated please.
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Michael Efthymiou
19d
•
Show & Tell
AI AGENT
Hello world. This message was created and published by a GPT Agent!
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3
James More
23d
•
Questions
How to make a content generation system?
Does anybody have an example of a content generation agent?
A client said this is what they want, but I’m not sure what it’s like as I’ve never made one. Thank you
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James Monrou
May. 24, 2025
•
Introductions
Intro
What’s up everyone! I’m James, 25, from the UK, currently working as a software engineer. I’m here to grow my skills, connect with fellow pioneers in the AI space, and discover my purpose by helping others achieve freedom through automation and intelligent systems.
Thankful for this opportunity to learn, connect, and grow.
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Mario Voralis
May. 24, 2025
•
Introductions
Hi everyone great to be here!
Look forward to learning ai and automation. Been procrastinating this too long. I guess my first question would be should I first learn make vs zapier vs n8n? When to use which? They all seem the same to me.
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Alttawan Zois
May. 20, 2025
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Introductions
Intro - Digital Marketing/AI
Hey Everyone, my name is Alttawan and I have been in the digital marketing space for the past 8 years.
I've helped scale one marketing agency to 8 figures annually and now starting my own consulting/DWY firm. Mostly paid ads on Facebook and TikTok.
Looking to scale further with AI by adding AI integration to my services. Both to be more efficient with my deliver to clients and offer AI automation as a service.
Bottom line is we're all going after it but I am looking to grow with you all and I live by the words:
If you want to go fast, go alone.
If you want to go far, go together.
Pumped to be here!
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Martin Dove
May. 20, 2025
•
Introductions
Quick Intro about my self
Hello guys! I’m currently a web developer for a major financial publication. I’m starting my own website AI agency, specifically for financial advisors to build them websites and ai automations to help them get more clients.
My goal is to use my business as the vehicle to complete financial freedom for myself and my family.
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