Track promises made to clients

How do you track promises made to clients?

To track promises made to clients, give Maito your sent email and call notes. Each evening it scans the day for possible promises, posts them in Slack for the sender to confirm, and adds the confirmed ones to your task tracker with an owner and due date.

How it's done today

A promise like I'll send that Thursday sits in an email until the client asks about it.

What Maito does

1. 1.Spot likely promises in sent email and call notes
2. 2.Ask the sender to confirm owner and date
3. 3.Create the task and remind
4. 4.Update the client when it's done

Example

Loop run: Weekday 6:00 PM · Promise scan

SlackEmail

#clients

Maito APP 6:00 PM

3 possible promises today. • Jo to Acme Bakery: I'll send the 2025 depreciation schedule by Thursday (Oct 22). • Omar to Hooli Dental: we'll confirm the Q3 estimate figure on Wednesday. • Jo to Soylent Labs: call notes say she'd email the payroll form. Which form? The note doesn't say. Catch: Omar's email to Hooli on Oct 12 said we'd confirm by Oct 16. It's 3 days overdue and nobody replied. Source: sent email and call notes. Jo and Omar, please confirm each so I can add it to the tracker.

O

Omar 6:07 PM

@Maito Hooli one is real. Add it for tomorrow noon, mine.

Maito APP 6:08 PM

Added to the tracker: Q3 estimate to Hooli Dental, owner Omar, due Oct 20 noon. I'll remind you at 9:00 AM and ask for the file as proof when it's done.

Example complete

How to set it up

What it won't do

Maito flags candidate promises. It can miss one made in a conversation that was never written down or recorded.

Questions