MalleableMalleable
Customer onboarding

Call follow-through

Malleable turns call transcripts into governed follow-through: commitments, tasks, CRM updates, and owner-approved customer recaps are ready before the thread goes cold.

Malleable Workflow
After customer calls, turn the transcript and account context into a follow-up email, action items, CRM updates, and any promises the owner should approve first.
Done. I built the workflow below with stages, handoffs, and integrations.
Start
Entry point to workflow
Entry Point
Completed customer call recording

Load Call

Fetch recording, transcript, attendees, account, and opportunity context.

Fathom
Pulls the recording, transcript, and attendee list.
Gong
Pulls call evidence, objections, and commitment markers.
Salesforce
Adds account and opportunity context to the call packet.

Extract Commitments

Identify decisions, objections, follow-ups, owners, and due dates.

Gong
Extracts decisions, owners, follow-ups, and due dates from the call.

Draft Follow-Up

Write customer recap and internal action plan with linked evidence.

Owner Approval

Ask owner to approve commitments, pricing language, and customer-facing claims.

Slack
Sends the approval request for commitments and customer-facing claims.

Update Systems

Send approved follow-up, update CRM, and create tasks for next steps.

Salesforce
Updates CRM fields and creates follow-up tasks.
Gmail
Sends the approved follow-up email to the customer.
Waits
Handoff to resume workflow
Owner Approval Review
Ask owner to approve commitments, pricing language, and customer-facing claims.
Complete
Loading the call transcript and account context...
How It Works
  1. 1Load Call: Fetch recording, transcript, attendees, account, and opportunity context.
  2. 2Extract Commitments: Identify decisions, objections, follow-ups, owners, and due dates.
  3. 3Draft Follow-Up: Write customer recap and internal action plan with linked evidence.
  4. 4Owner Approval: Ask owner to approve commitments, pricing language, and customer-facing claims.
  5. 5Update Systems: Send approved follow-up, update CRM, and create tasks for next steps.

Why This Works Better with Malleable

Start simple, improve over time

You just describe what you want to happen. The workflow integrates everything—no separate forms, brittle automations, or AI copilots to wire together. Iterate on your process without rebuilding.

No separate systems to integrate

The diagram you see is what executes. AI reasoning, data handling, and notifications all happen as part of the workflow—not as separate automations you need to configure.

Results

  • Calls produce durable next steps
  • CRM stays current
  • Customer-facing follow-up is owner-approved

Integrations

FathomGongSalesforceSlack+1

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