# Track Promises Made to Clients So Nothing Gets Buried Source: https://maito.app/workflows/track-promises-made-to-clients Maito scans sent email and call notes for promises to clients, asks the sender to confirm and adds each one to your tracker with an owner and date. Candidate promises in email and call notes become tasks with an owner and date, so nothing gets buried. [Customer success](https://maito.app/workflows/team/customer-success) · [Accounting and bookkeeping](https://maito.app/workflows/industry/accounting-and-bookkeeping) · When something happens · 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) - [Linear](https://maito.app/workflows/tool/linear) - [Asana](https://maito.app/workflows/tool/asana) - [ClickUp](https://maito.app/workflows/tool/clickup) - [Jira](https://maito.app/workflows/tool/jira) - [Trello](https://maito.app/workflows/tool/trello) ## 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. Spot likely promises in sent email and call notes 2. Ask the sender to confirm owner and date 3. Create the task and remind 4. Update the client when it's done ## Example Loop run: Weekday 6:00 PM · Promise scan **Maito** (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. **Omar** (6:07 PM): Hooli one is real. Add it for tomorrow noon, mine. **Maito** (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. ## How to set it up When something happens Track promises made to clients Ask your agent “Each evening at 6, scan the emails we sent and call notes from today for promises to clients, ask the sender to confirm, then add the task to our tracker. Post in #clients.” Connect email - Gmail - Microsoft 365 - Superhuman Mail Connect call notes - Granola - Fireflies - Fathom - Otter.ai - Read AI - Zoom Connect task tracker - Linear - Asana - ClickUp - Jira - Trello Not connected yet? Your agent sends you a link to sign in. ## 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 ### Where does it look for promises? Email in Gmail or Microsoft 365, and call notes from Granola, Fireflies, Fathom, Otter.ai, Read AI or Zoom. ### Does it add tasks without asking? No. It asks the sender to confirm first, and then creates the task in Linear, Asana, ClickUp, Jira or Trello. ### What if a promise is vague? It asks. If a note says someone would send a form but not which one, Maito asks the sender. ## 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. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Ftrack-promises-made-to-clients)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)