Automate post-call admin with AI

Update your CRM, send follow-ups, or automate any post-call workflow. Set it up in minutes from the AI you already use. Askpilot runs it for you.

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Works with

  • Claude
  • Claude Code
  • ChatGPT
  • Codex
  • Hermes
  • Gemini
  • OpenClaw
Claude
Write a message…

Claude is AI and can make mistakes. Please double-check responses.

New session Auto-run on
Ask anything… 5 sources enabled
CallSwitch One Official partner iamproperty Official integration

How it works

From idea to a running
workflow in minutes.

Claude ChatGPT MCP
1StepSetting up

Your AI agent sets up the workflow

Claude

When a call ends, log a summary on the caller’s record, email them what we agreed, and raise any task they asked for.
I’ll set this up as a workflow in Askpilot.

Used Askpilot3 actions

  • Created the Post-call admin workflow
  • Set the trigger: call ended in CallSwitch One
  • Connected CallSwitch One, Street and Outlook

Post-call adminDraft

  • Log a summary on the record
  • Email what we agreed
  • Raise the tasks they asked for
Also attach the call recording.
Done. Post-call admin now attaches the recording too.

Used Askpilot1 action

  • Updated the Post-call admin workflow
Askpilot
2StepRunning

Askpilot runs it, start to finish

Post-call admin: Mark EllisAuto-run on

Call ended with Mark Ellis

Started workflow: Post-call admin ›

0 of 3 done

  • Log a summary on the recordUpdatedLogged on Mark Ellis in Street
    In progress
  • Email what we agreedFollow-up sent at 11:09
    In progress
  • Raise the tasks they asked forTask raised for Priya, due Thursday
    In progress
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What it does

Beyond transcripts. Every call, intelligently logged.

Intelligent data logging

Key details extracted and logged.

Askpilot analyses every call, extracts key details like names and budgets, then logs them in the right CRM record or any tool.

Live call

Unknown caller

Inbound · +44 7700 900882

Listening to the call

iamproperty Properties › New listing
New property To let · identifying landlord…
Available
Property address
Monthly rent
Furnishing
Available from
Management
Source Inbound call · logged by Askpilot
iamproperty 42 Oakfield Road › Compliance
Letting compliance Recognised: new letting · building checklist…
  • EPC
  • Gas safety (CP12)
  • Right to Rent check
  • Deposit protection
  • EICR (electrical)

Uncertain data logging

No duplicates. No wrong matches.

When matching is uncertain or required details are missing, Askpilot asks for clarification before creating or updating a record.

Live call

Unknown caller

Inbound · No record found · +44 7700 900882

Why Askpilot

Your team manages the calls.
Askpilot manages the admin.

On the call
Written up automatically

Focus on the call, not taking notes.

No scribbled notes or half-listening while you type. Talk to the caller while Askpilot writes everything up for you in the background. Nothing forgotten.

Calls logged, even while you’re talking on the go.

Taking a call on your mobile and away from your desk? Askpilot still intelligently logs the call data and gets the post-call admin done in the background.

Every call transcript, in one searchable place.

No chasing colleagues or relistening to calls. Every conversation is transcribed and kept in one place. Search it, or just ask, and get the answer in seconds.

Workflow packages

Ready-to-run workflows
for every call type.

  • Call logged

    Writes up every answered call on the right record, with no typing.

    UsesCallSwitch OneYayStreetiamproperty
    Open

  • Follow-up sent

    Sends the email you promised on the call while it is still fresh.

    UsesCallSwitch OneMicrosoft OutlookGmail
    Open

  • Task created

    Raises whatever the caller asked for on the right person, with a date.

    UsesCallSwitch OneStreetTrello
    Open

  • Callback booked

    Books the next call when a call ends with no decision.

    UsesCallSwitch OneCalendarMicrosoft Outlook
    Open

  • Create your own

    Describe any workflow you want to automate, and connect any tool you need.

    UsesAny integrationAPIWebhook
    Open

  • Missed call chased

    Texts back within minutes when nobody picked up.

    UsesCallSwitch OneYayWhatsApp
    Open

  • Voicemail handled

    Transcribes every voicemail, logs it and replies the same hour.

    UsesCallSwitch OneYayStreet
    Open

  • Create your own

    Describe any workflow you want to automate, and connect any tool you need.

    UsesAny integrationAPIWebhook
    Open

  • Daily call report

    Sends one message each morning: what came in, and what still needs a person.

    UsesCallSwitch OneYayMicrosoft Outlook
    Open

  • Create your own

    Describe any workflow you want to automate, and connect any tool you need.

    UsesAny integrationAPIWebhook
    Open

View all integrations

Don’t see your tool? We integrate it on request, at no extra cost.

Centralise workflow automation

Replace all your automation
tools with Askpilot.

A separate tool for every job

  • Flowchart automation toolZapier-style if-this-then-that flows
  • AI call notetakerWrites up every call
    Separate account and billing
  • AI email writerDrafts follow-up emails
    Separate account and billing
  • Missed-call text-backTexts back missed callers
    Separate account and billing
  • Voicemail transcriberTurns voicemails into text
    Separate account and billing
  • Call analytics toolReports on your calls
    Separate account and billing
AskpilotOne place for every workflow
  • Flowchart automationsWorkflow created
  • Call loggedWorkflow created
  • Follow-up sentWorkflow created
  • Missed call chasedWorkflow created
  • Voicemail handledWorkflow created
  • Daily call reportWorkflow created

How it works

Go live today.

Step 01

Activate your Askpilot account.

Sign up and start your free trial. You get 500 free credits to run your first workflows.

Step 02

Install Askpilot MCP in any AI agent.

Works with

  • Claude
  • Claude Code
  • ChatGPT
  • Codex
  • Hermes
  • Gemini
  • OpenClaw
Claude
Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Step 03

Set up a workflow from your AI agent.

Create new and manage workflows by talking to your AI agent.

Claude
Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Step 04

Workflow runs automatically in Askpilot.

Askpilot runs the workflows set up by your AI agent end to end.

New session Auto-run on
Ask anything… 5 sources enabled

Review and improve

Review and improve your workflows.

Ask your AI agent to review your workflows and improve them.

Claude
Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Request access See how to connect your AI

What is PROCESS.md

A workflow format,
reinvented for AI agents.

Static flowchart

Call endedGet transcriptToo short to log?End the flowFormat summaryUpdate the CRMSend follow-upCreate taskHas an owner?Email the leadCatch webhookGot a reply?Wants a callback?Check the diaryBook the callbackPrice quoted?Manager approves

PROCESS.md

Post-call admin

Finish the admin the moment a call ends.

Call ended

post-call-admin / PROCESS.md

## Role

Act as our office assistant, writing up every call.

## Instructions

Log what was agreed, not everything that was said. Keep the summary under five lines.

## Events

Subscribe to events to listen for a reply from the caller.

## Rules

Stop: the call is too short to log, or the admin is done.

Escalate: if a request has no clear owner, to the team lead.

Approval: required before any follow-up that quotes a price.

## Todos

Log the summary on the right record

Send the follow-up we promised

Raise any task the caller asked for

## Paths

callback-requested If they ask for a callback, book it and tell them when.

Assets

call-summary.mdfollow-up-email.md

Ready to run

Read the PROCESS.md guide

Agentic workflow execution

The complete execution harness
for business workflows.

Askpilot MCP

Set up and manage workflows from any AI agent.

Connect Askpilot once. Claude, ChatGPT, Claude Code, Gemini, Codex and OpenClaw can then create, change, pause and run the same workflows.

Durable execution

Workflows run automatically, from start to finish.

Askpilot uses the workflow’s instructions, rules, tasks and paths to complete the work across your connected tools. Every run stays visible, with each action recorded.

Integrations

Connect the tools your workflows need.

Connect your CRM, email, phone, calendar, messaging, or any tools you use. Askpilot uses them across workflows with the permissions you set. Missing one? We build it on request, at no extra cost.

Tools

Built-in tools to power your workflows.

Every workflow can search your business knowledge, create documents, work with current Drive and SharePoint files, research the web, and schedule its own next steps. All six tools are built into Askpilot and available whenever a workflow needs them.

  1. Knowledge search Search your indexed business documents for any information a workflow needs to complete its work accurately. Workflow exampleAnswer a tenant’s WhatsApp question using the approved wording from your handbook.
  2. Create and edit documents Create new documents or edit existing ones, then return the completed file. Workflow exampleCreate a completed renewal letter using details from the tenancy record.
  3. Drive and SharePoint sync Keep Google Drive and SharePoint files indexed and up to date, so workflows always use the current version. Workflow exampleRetrieve the latest gas safety certificate from SharePoint before contacting the tenant.
  4. Web search Search the web for current facts and verify details such as company records, listings, addresses and prices. Workflow exampleVerify that a new supplier is registered before releasing the first payment.
  5. Deep research Investigate larger questions across multiple sources and return a structured answer with links to the evidence. Workflow exampleResearch a corporate landlord and produce a sourced briefing before a pitch.
  6. Scheduling Plan the next step of a workflow for later, such as a follow-up in an hour or a check-in next week. Workflow exampleFollow up with a tenant who has not replied, an hour later and again the next day.

Document automation

Your documents, updated and sent automatically.

Any workflow can open a contract, letter or form, fill in the right details from your tools and send the finished file on, with the formatting exactly as it was.

Triggers

Triggers start workflows and keep them moving.

Askpilot identifies the exact event each workflow needs, applies the right filter, and subscribes to it. A WhatsApp workflow listens only for replies from that number, then resumes automatically.

Approvals

Approve the sensitive actions you choose.

Anything sensitive, outside the rules, or needing judgement pauses. Askpilot sends the right person a desktop pop-up or notification for review or approval, with every action recorded.

Full visibility

See every run and action, from open to done.

Web app Live Desktop app Live Mobile Coming soon

Askpilot is now an official
CallSwitch One partner.

callswitchone.com · Partner announcementCallSwitch One partners with Askpilot to save users hours on admin after every call

Pricing

Pay only for the work done.
Not per seat.

Pro

£25/month

Choose the credits that fit your team.

2,000 monthly credits

Monthly credits
  • Create and run custom workflows
  • Connect your business tools
  • Event triggers, approvals, and notifications
  • Unlimited users
Request access

Free trial · 500 credits

Enterprise

Custom

A package designed around your volume and controls

For larger teams running complex workflows

  • SSO
  • Multi-factor authentication
  • Audit logs
  • Dedicated support
Talk to sales

Custom trial available

How many credits does each process use?

Estimates per run. Cost varies with todos, sources and complexity.

  • Call logged Call ends → logged against contact, transcribed, summarised ~4credits
  • Missed-call follow-up Missed call → message sent, logged, reminder set ~7credits
  • Post-call admin Call ends → logged, follow-up email sent, reminder task created ~8credits
  • Enquiry to booked valuation Enquiry → qualified, responded, valuation booked ~13credits
  • Repair intake to action-ready Report → gathered, classified, logged, escalated ~13credits
  • Information chasing Missing information → chased up to 3 times until received or escalated ~24credits
  • Property to market Instruction → terms sent, certificates filed, AML, photoshoot booked ~48credits

Free trial · 500 credits

Start running your workflows with 500 free credits.

Your free trial includes 500 credits, so you can experience Askpilot before choosing a paid plan.

Free trial

Optional expert help

Want help setting up and maintaining your workflows?

Our team can map your workflows, set up automations around your business and help you launch, then keep everything up to date as your business changes. Remote and in-person setup is available.

On demand

Are you an AI agent? See pricing

Your data stays yours.

Your data is never used to train Askpilot or the AI models that power it.

Read the DPA

Ready to take post-call admin off your team’s plate?

Connect Askpilot to Claude, ChatGPT, or your preferred AI agent and start running workflows.

Request access See how to connect your AI