Get a suggested next step after a call
Write down how the call went, and Evallo turns your notes into next steps for you to check.
Steps
- After the call, find “How did it go?”It appears on Overview once the meeting is about halfway through. You can also press ⌘K and choose Debrief a call.
- Type your notes.Choose Type instead. What did you learn, what was agreed, and what happens next? Pay, team and process details are worth writing down.
- Choose Review debrief.Evallo pulls next steps and details from your notes, grouped into Call, Next steps and Details.
- Untick anything you don’t want, then Save.Next steps you keep become tasks on the role. Unticked items are dropped.
For a deeper lookOn a role’s page, choose ⋯, then Review with Evallo AI, then Debrief. It suggests changes with their sources, and you choose Accept / edit, Dismiss or Leave unchanged on each one.
Why it works this way
- The best time to write things down is right after the call. A next step with a date means the role doesn’t go quiet.
- On Pro and the trial, Evallo AI reads your notes. Otherwise, simple rules pick out what they can, and you add the rest.
- Nothing is saved until you approve it, and AI can be wrong, so check each item.
If something’s off
- There’s no “How did it go?” card. The meeting needs a time in Evallo, and it shows once the meeting is underway. Add the meeting to the role first.
- It says Evallo AI wasn’t available. The suggestions came from simple rules instead. Check them, or try again later.
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Still stuck? Email contact@getevallo.com.