Answer "what did we promise this customer?"
Find every commitment made to a customer across emails, calls and contracts.
Customer success · Software · When you ask · Updated
Works with
Slack
Gmail
Microsoft 365
Superhuman Mail
Granola
Fireflies
Fathom
Otter.ai
Read AI
Zoom
Box
Dropbox
NotionHow do you find what you promised a customer?
To find what you promised a customer, ask Maito in Slack. It searches email, call notes and contract files for commitments, lists each one with who made it, when and where, and compares them with the contract. You get a numbered list and any promises that conflict.
How it's done today
Promises get forgotten when people change roles.
What Maito does
- Search emails, call notes and the contract
- List each promise with date and who made it
Example
@Maito what did we promise Acme during the sale? Dana left in August and I'm covering.
4 promises, from Dana's emails, the Fireflies notes and the order form in Drive. 1. SSO by end of Q3. Dana, email of Mar 4. Q3 ended 19 days ago. 2. Quarterly business reviews. Dana, on the Mar 11 call. 3. A dedicated contact. Order form, section 6. 4. Price locked for 2 years. Dana, email of Mar 4. Catch on 4: the order form (section 4.2) says the price is locked for 12 months. The email says 2 years. Acme's renewal is coming up, and they may be counting on the email. Worth asking Claire.
@Maito yes please. Write Claire a question about it, with both quotes.
Sent to Claire in Slack with both quotes, the dates and the section number. I'll post her answer here.
Jo (11:05 AM):
what did we promise Acme during the sale? Dana left in August and I'm covering.
Maito (11:14 AM):
4 promises, from Dana's emails, the Fireflies notes and the order form in Drive.
1. SSO by end of Q3. Dana, email of Mar 4. Q3 ended 19 days ago.
2. Quarterly business reviews. Dana, on the Mar 11 call.
3. A dedicated contact. Order form, section 6.
4. Price locked for 2 years. Dana, email of Mar 4.
Catch on 4: the order form (section 4.2) says the price is locked for 12 months. The email says 2 years. Acme's renewal is coming up, and they may be counting on the email. Worth asking Claire.
Jo (11:20 AM):
yes please. Write Claire a question about it, with both quotes.
Maito (11:21 AM):
Sent to Claire in Slack with both quotes, the dates and the section number. I'll post her answer here.
How to set it up
- Set up
Nothing to set up. Ask in Slack or by email whenever you need it.
- Connect email
- Gmail
- Microsoft 365
- Superhuman Mail
- Connect call notes
- Granola
- Fireflies
- Fathom
- Otter.ai
- Read AI
- Zoom
- Connect files
- Google Drive
- Box
- Dropbox
- Notion
- Microsoft 365
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It can't find promises made on unrecorded calls or in chats it has no access to. Treat the list as a starting point.
Questions
Email in Gmail, Microsoft 365 or Superhuman Mail, call notes from Granola, Fireflies, Fathom, Otter.ai, Read AI or Zoom, and files in Google Drive, Box, Dropbox, Notion or Microsoft 365.
No. It shows the conflict, such as an email and an order form that differ, and leaves the call to legal or the account owner.
No. It finds and lists commitments. A person should confirm anything that matters.
