Automated Truly Call Action Item Handoff
Whenever a new Truly call recording finishes processing, WebRun reviews the transcript for commitments made and action items agreed on the call, posts a summary to Telegram naming who owns each one, and texts the rep through Twilio if anything needs a same-day follow-up so nothing said on the call gets forgotten.
How do I turn sales call recordings into action items automatically?
WebRun reviews every new Truly call recording as soon as it finishes processing, reading the transcript for commitments made and action items agreed. It posts a summary to Telegram naming who owns each item and texts the rep through Twilio if anything needs same-day follow-up, so what's said on a call never just gets filed away.
- Every call's action items get surfaced the moment the recording is ready
- Same-day commitments get a direct text instead of getting forgotten
- The call itself is never analyzed live, only after it's finished
Built for sales managers · revenue operations · B2B sales teams · sales enablement
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
truly.coin a real browser with your saved login - no setup, no API keys. -
1
Truly - review the new call recording for action items
truly.co
WebRun opens Truly to review the new call recording for action items. - Open Truly and check for newly processed call recordings and transcripts
- Read the transcript for commitments made and next steps agreed
- Note who owns each action item and any deadline mentioned
Done when Every new call recording has its action items and owners captured.
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2
Telegram - post the summary to the team
telegram.org
WebRun opens Telegram to post the summary to the team. - Post a summary of the call's action items to the sales channel
- List each item with its owner and any deadline
Done when The team has a Telegram summary for every new call recording.
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3
Twilio - text the rep on same-day items
twilio.com
WebRun opens Twilio to text the rep on same-day items. - Text the rep directly if any action item needs to happen the same day
- Keep the text to the item and the deadline
Done when The rep has a text for every same-day action item.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it complete any of the action items itself?
No. WebRun only reads the call and surfaces what was committed to. Doing the actual follow-up work stays with the rep.
Does it listen to the call live?
No, it reviews the recording and transcript after Truly finishes processing it, so nothing is analyzed until the call is already over.
Who gets the text alert for same-day items?
Only the rep who was on the call, as an internal reminder. It's never sent to the customer or prospect.
Related templates
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