One of the biggest challenges in sales & ops is keeping up with follow-ups, pipeline updates, and context switching—especially when things naturally drift over time. So I built an automation in Gumloop that ensures no lead or conversation falls through the cracks.
Here’s what it does:
Detects discovery calls from transcripts automatically
Extracts key details like invitee name, company domain, and transcript
Categorizes conversations into 4 CRM stages using AI
Generates bullet-point summaries & actionable next steps
Updates the CRM (Attio, Notion, etc.) with insights & stage changes
Sends action items to Slack so I always know what’s next
This now runs hands-off, saving me hours of manual tracking & follow-ups. It’s a great example of how Gumloop + AI + CRM integrations can drive efficiency & automation without extra overhead.