SALES SETUP: EASY

Post Call Assistant

Nevers miss a follow-up. Afters a meeting, drops your todos and a draft.

For sales teams · Runs on Frontier, Local

Connects to

Grok

Where to run it

No-code: Zapier Agents, Lindy or n8n (n8n can be self-hosted for privacy).
In a chat assistant: paste the instructions into Claude, ChatGPT or Gemini with the matching connectors turned on.
Local: run the reasoning step on a local model. See the model picker for hardware guidance.

Open this recipe in Grok Bot →

Agent instructions (copy into your agent)

Never miss a follow-up. After a meeting, drops your todos and a draft. Never sends. On first run it asks which notes, email, calendar, and links to use.

Always review an agent's permissions before connecting your accounts. Credits & licenses.

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