Can AI do follow-up after a discovery call?

An expert breakdown of a typical process from public sources, worked out by the same rules as your own check.

2 of 7 steps go to an agent

Goes to an agent (2)

An agent does these steps on its own.

Call transcript, notes
An agent can do this step alone: everything it takes is a strong suit of AI.
- Extracting structure from an unstructured source
Collect the promised materials
An agent can do this step alone: everything it takes is a strong suit of AI.
- Checking against a reference and finding discrepancies

AI prepares the work; a person reviews and confirms it.

Fill in the MEDDIC fields in the CRM
A person confirms it: the step changes something outside the company.
Summary email with what was agreed
AI drafts it and a person checks: AI only drafts part of what it takes.
- Generating text in a given register
Set the next step
A person confirms it: the step changes something outside the company.
Circulate the insights to internal stakeholders
A person confirms it: the step changes something outside the company.

These steps need a person's judgement or presence.

Decide whether the deal is qualified
Stays with people: it takes judgement that depends on your business context.
- Judging risk or priority in a business context

1 step outside what AI can work on

Physical work, or nothing AI could apply itself to. These steps count in no figure.

Send it under one's own name
Nothing in this step is work AI could apply itself to.

Describe it in your own words and get the same breakdown in about a minute.