What are post-call actions? How do I set them up?

Post-call actions are intelligent alerts that save you time on everyday sales workflows such as call reviews, updating CRM, and follow-up emails—from your Slack. 

How It Works

Moments after your call ends, an actionable summary pops up in your Slack.
 

Your Next Steps

Copilot automatically brings up next steps from your conversations. Need to review the full recording? You can do that too.

Send Follow-Up Email

No more drafting emails. A click and you have a pre-filled email with recipient info, next steps discussed, even a link to the call recordings, so you never miss a follow-up.

Update CRM

Salesforce or HubSpot: Update contact information, opportunity data, forecasting fields, or even your notes in just a few clicks—all from Slack. Everything’s synced immediately.




 

How to set up your post-call Actions

For all Actions, your Slack workspace needs to be connected to Copilot. It’s easy enough to connect, but only an admin can connect them with the steps below. Learn more.
 

To configure your post-call Actions:

1. Go to Workspace Settings Integrations or Clari Studio Integrations

2. Click Integrations on the left and look for Slack

3. Click Connect on Slack