# Contract Commitments: What Did We Promise?

Source: https://maito.app/workflows/answer-what-did-we-promise-this-customer

Ask Maito what you promised a customer. It searches emails, call notes and contracts, lists each promise with its source and flags conflicts.

Find every commitment made to a customer across emails, calls and contracts.

[Customer success](https://maito.app/workflows/team/customer-success) · [Software](https://maito.app/workflows/industry/software) · When you ask · Updated October 19, 2026

Works with

-   Slack
-   Email
-   Gmail
-   Microsoft 365
-   Superhuman Mail
-   [Granola](https://maito.app/workflows/tool/granola)
-   [Fireflies](https://maito.app/workflows/tool/fireflies)
-   [Fathom](https://maito.app/workflows/tool/fathom)
-   Otter.ai
-   Read AI
-   [Zoom](https://maito.app/workflows/tool/zoom)
-   Box
-   Dropbox
-   Notion

## How 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

1.  Search emails, call notes and the contract
2.  List each promise with date and who made it

## Example

**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

When you ask Answer "what did we promise this customer?"

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

### Where does it search?

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.

### Can it say which promise counts?

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.

### Is it a legal review?

No. It finds and lists commitments. A person should confirm anything that matters.

## More customer success workflows

-   [Flag accounts at risk of leaving Get a weekly list of customers showing signs of churn, with the reason for each. Customer success · On a schedule Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/flag-accounts-at-risk-of-leaving)
-   [Prep a quarterly business review Get the QBR deck drafted from usage, tickets and goals. Customer success · When you ask Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/prep-a-quarterly-business-review)
-   [Write a one-page account plan Goals, blockers, next steps and renewal date on one page. Customer success · When you ask Works with HubSpot, Salesforce, Granola, Fireflies.](https://maito.app/workflows/write-a-one-page-account-plan)
-   [Run onboarding check-ins New customers get the right nudge at the right step of onboarding. Customer success · On a schedule Works with Amplitude, Mixpanel, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/run-onboarding-check-ins)
-   [Weekly update to the customer's executive Send a short progress note to the customer's sponsor without writing it from scratch. Customer success · On a schedule Works with HubSpot, Salesforce, Intercom, Pylon, Gmail, Microsoft 365.](https://maito.app/workflows/weekly-update-to-the-customers-executive)
-   [Catch the meaning of a customer email Know when a customer is unhappy even when the email is polite. Customer success · When something happens Works with Gmail, Microsoft 365.](https://maito.app/workflows/catch-the-meaning-of-a-customer-email)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

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[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fanswer-what-did-we-promise-this-customer)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)
