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AI Activities

AI-drafted Close activities from call transcripts · review queue

LIVE· Close API

How the auto-fill worksDRY RUN · nothing is written to Close yet

Call recorded

A rep's client call finishes in Fathom (team meetings are skipped).

Fathom → n8n

The webhook fires n8n with the transcript attached.

AI extracts

Claude reads the transcript and fills the 002 fields, mapped to valid Close options.

Match lead

The prospect's email is matched to the Close lead.

Draft here

The result lands in this review queue — nothing is written to Close yet.

When it fires: automatically on every new recorded client call (via the Fathom webhook), except internal team meetings. These sample drafts were generated from calls already analysed in the dashboard. Go-live: once you approve the quality below, the same draft is written into Close as the rep's 002 Initial Sales Call activity (filling only blank fields, never overwriting).

Drafts in queue

Matched to a lead

1 / 6

Written to Close

Mode

Dry run

6 drafts

Date	Prospect → Lead	Rep	Outcome	Qual.	Offer	Objections
Aug 28	Barry Reimer unmatched	Connor Smith	10. Sale	Yes	Yes	No Objections
Aug 27	i.o.ml00800@gmail.com	Connor Smith	01. Offer Not Presented	No	Yes	Fear – Of Us / Scam ConcernMoney – Lack of Funds / Not ApprovedThink About It+1
Aug 25	kunalmalhotra2912@gmail.com unmatched	Connor Smith	09. Deposit	No	Yes	Money – Lack of Funds / Not ApprovedFear – Of Failure / Self / Past ExperienceTrust
Aug 24	rick_charles010@yahoo.com unmatched	Jack Scott	01. Offer Not Presented	No	Yes	Money – Lack of Funds / Not ApprovedThink About It
Aug 24	aphro.salon123@gmail.com unmatched	Jack Scott	01. Offer Not Presented	Unknown	Yes	Fear – Of Us / Scam ConcernLogistics
Sep 16	Richard White unmatched	SSacademy Tech	11. Cancel- Admin Cancel	Unknown	No	No Objections

Each row is an AI-drafted 002 Initial Sales Call activity, extracted from the call transcript and mapped to valid Close options. This is a review queue — nothing is written to Close. Once the drafts look right, we flip on live-writing (fill-blanks, never overwriting a rep's entries).