Internal Operations
Customer Promise Tracker
Copy-Paste Script
3 hours
The Problem
Tech says 'we will quote a new unit by Friday.' Customer remembers. Your CRM does not. Bad review follows. This automation extracts every commitment from post-job voice notes, creates a task with a deadline and assignee, and sends auto-reminders so nothing falls through.
How It Works
Input
Post-job voice note with 'promises made' prompt
Transformation
AI extracts every commitment. Creates task with deadline and assignee.
Output
Promise dashboard. Auto-reminder at deadline. Nothing falls through.
Importable Templates
Make.comAirtable + OpenAI integration
PRD
prd here
RolesField TechOwnerOffice Manager
IndustriesHVACPlumbingElectrical
PrinciplesAutomate the Follow-ThroughCapture What's Already Happening