Post‑Call Follow‑Up Automation.

Account managers handled three to four client calls a day and spent roughly 30 minutes after each one crafting a recap email and repeating the same boilerplate links and action items every time. The cost was not the 30 minutes. It was that strategic account reviews kept losing to administrative work that felt more urgent.

I timed the end-to-end process before touching a tool, which is how I found that transcription and drafting, not sending or logging, were the actual drags. Then I kept the human in the loop deliberately: the template generates, the rep personalizes. These are relationship managers, and an account manager who sends unedited AI output to a client they have known for three years does more damage than 30 minutes ever cost.

• Audited and timed the full follow-up workflow to locate the real bottleneck.
• Otter.ai for live transcripts, Claude for the drafting.
• A reusable system prompt with company and product context injected as dynamic variables, plus a link list, with output structured as recap, client value, next steps, resource links.
• One-click Google Docs template: paste the transcript, generate, review, personalize.
• A 15-minute lunch-and-learn plus an SOP wiki with sample transcripts and before-and-after emails.

≥60%

less drafting time, about 30 min to 8–10 min per call

100%

response-time SLA met, versus 65% before

~8 hrs/week

reclaimed and refocused on upsell discovery