Sales / Sales Execution Live
Follow-Up Intelligence
Paste meeting notes and get every commitment pulled out with its owner and due date — separating what you promised the customer from what they promised you.
- Run on demand
- ~4 credits per run
- v1.0.0
What does Follow-Up Intelligence do?
Follow-Up Intelligence is a production AI agent in the sales section of the Leverge agent store, built for the sales execution process. Paste meeting notes and get every commitment pulled out with its owner and due date — separating what you promised the customer from what they promised you. It runs on demand, works through 3 steps and returns 4 outputs, including what we committed to.
What it needs
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Meeting notes
Paste them as they are — rough is fine. Include who was there.
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Context
What it does
- Pulling out the commitments
- Drafting the recap email
- Preparing the recap for approval
What you get back
- What we committed to
- What they committed to
- Unclear — confirm before acting
- Recap email — approve before sending
After each run it asks: “Did this catch every commitment?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Sales Execution
Other agents in sales execution
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Activity Quality Guardrail
Check a CRM activity note before it saves — whether it records what actually happened, whether the next step is real, and whether anything in it should not be written down.
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Deal Closure Compliance
Check a closed deal's paperwork before it hands over — which documents exist, which are missing, and what fulfilment cannot start without.
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Deal Documentation Generator
Fill a deal document from the account record, leaving a visible blank wherever the record has nothing rather than a plausible-looking guess.
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Deal Milestone Detection
Read a customer message for anything that actually moves the deal, and get the CRM update it implies drafted — with what is a milestone kept separate from what only sounds like one.
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Exception Context Brief
When a control flags a deal, assemble what a reviewer needs to judge it — what the rule caught, what the record explains, and what still needs asking.
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Post-Approval Sync Check
After an offer is approved, check that every system now says what was approved — and produce the audit record showing what was changed, by whom, and when.
Next Step
Deploy Follow-Up Intelligence, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.