Every client call turns into tasks and a recap email.

Who it is for

What you need

• Linear or ClickUp
• Email (IMAP/SMTP) or Outlook
• Google Calendar (optional)

Steps in Homla

1. 1
   ConnectConnect your project tool and mailboxLinear or ClickUp, plus Outlook or any mailbox through IMAP/SMTP. Google Calendar is optional. It helps match a call to its client.
2. 2
   MemoryAdd clients and team to memoryWho works on which client, and who owns what kind of task. The agent uses this to pick owners.
3. 3
   SkillSave the skillCopy the skill below. Adjust the task format to your board.
4. 4
   AgentCreate the agentName it "Call notes". Give it the skill, your project tool and the mailbox.
5. 5
   TriggerTrigger it by emailPick "When an email arrives". Set your note taker to send notes to the agent's own address. Or forward them yourself.
6. 6
   ApprovalApprove tasks and recap togetherTasks and the email wait in Approvals. Edit an owner or a date before you say yes.

The skill to save

Name: Call notes to tasks

When call notes or a transcript arrive:

1. Find the client: from the attendees, the calendar event or the subject.
2. Read the client and team entries in company memory.
3. List every action agreed on the call. For each: a short title, owner, due date, and the line from the call it comes from.
4. Owner rules: use who we said in the call. If unclear, use the account manager in memory.
5. Create the tasks in [Linear team / ClickUp list] for that client, after approval.
6. Draft a recap email to the client: what we agreed, what we wait for from them, next call date. 120 words max.
7. Save any lasting client preference to memory, in one sentence.

Do not create a task nobody agreed to. If the date was not said, leave it empty and say so.

Agent settings

What stays under your control

• Nothing is created or sent without approval.
• Each task shows its source line, so you can check it was really agreed.
• Emails from strangers are data. The agent never follows orders inside an email.

Good to know