Sales meetings are a whirlwind—lots of talk, lots of notes, and a big pile of “to-dos” that get forgotten as soon as you hang up. If you’re tired of chasing your tail (or your team) about who needs to send an email or update the CRM, you’re not alone. This guide is for anyone who’s using Modjo and wants to stop losing time on manual follow-ups.
Here’s how you can set up Modjo to automatically create and assign follow-up tasks after your sales meetings. No more dropped balls. No more “I thought you were doing that.” Just a system that takes care of the boring stuff, so you can focus on closing deals.
1. Know What’s Actually Possible in Modjo
Let’s get real for a second: Modjo is great at recording, transcribing, and analyzing calls. But when it comes to task automation, it’s not a full-blown workflow tool like Salesforce or HubSpot. You’re not going to get an “AI assistant” that reads between the lines and magically creates perfect follow-up tasks—but you can build a solid system with the right setup.
What Modjo can do: - Automatically record and transcribe meetings - Tag key moments or action items during a call - Integrate with your CRM to sync notes and outcomes - Trigger basic follow-up actions using integrations or webhooks
What it can’t do: - Replace human judgment about what’s important (yet) - Build complex, logic-heavy workflows without outside help
If you expect a one-click “make my follow-ups for me” button, you’ll be disappointed. If you want to automate the routine stuff and make it harder to forget things, you’re in the right place.
2. Set Up Action Tags During Calls
The best time to capture follow-up tasks is during the meeting, not after, when everything’s a blur.
How to Use Action Tags
Modjo lets you tag specific moments in a call. You (or your reps) can hit a shortcut or click a button when someone mentions a follow-up item. For example: - “I’ll send you the updated proposal.” [Tag: Send Proposal] - “Let’s schedule a demo for next week.” [Tag: Book Demo]
Pro tip: Make a short list of standard tags for your team. (e.g., “Send Deck,” “Intro Needed,” “Book Demo,” “Pricing Follow-up”). Don’t go overboard—too many tags = nobody uses them.
Why bother?
It’s way easier to remember to hit a button in the moment than to reconstruct tasks after the fact. These tags become the breadcrumbs for automation later.
3. Connect Modjo to Your CRM or Task Tool
Automation only works if your tools talk to each other. Modjo integrates with most major CRMs (Salesforce, HubSpot, Pipedrive, etc.) and can push call data into them. This is where you start turning tags and call moments into real follow-up tasks.
Integration Options
- Direct CRM integration: Modjo can sync call summaries, notes, and tags directly to the related deal or contact in your CRM.
- Zapier or Make (Integromat): If your task manager isn’t natively supported, use Zapier to bridge the gap. For example, you can push tagged calls to Trello, Asana, or even Slack.
- Webhooks: For the adventurous, Modjo’s webhooks let you trigger custom automations when a call ends, a tag is added, etc.
Don’t overthink this: Start with your CRM integration. If that’s working, then consider layering on more advanced automations.
4. Create Automated Follow-Up Tasks Based on Tags
Here’s where things get interesting. Once Modjo is pushing tagged call data to your CRM or task manager, you can set up automations to create follow-up tasks.
Example: Automate in Salesforce
- Map Modjo tags to Salesforce fields
- Make sure Modjo is syncing call tags into a custom field in Salesforce (ask your admin for help if needed).
- Set up a workflow rule or Flow
- If a call record contains a specific tag, automatically create a related task (e.g., “Send Proposal” creates a Salesforce task assigned to the call owner).
- Assign and notify
- Set the task owner to the meeting host or whoever makes sense.
- Add a due date—don’t make it “ASAP,” or tasks will just pile up. Try +2 days by default.
Example: Automate with Zapier
If you’re not on Salesforce or want even more flexibility: 1. Trigger: New call with a specific tag in Modjo. 2. Action: Create a task in your tool of choice (Asana, Trello, ClickUp, etc.). 3. Personalize: Pull in call details—link, transcript snippet, contact—so it’s not just a generic “Follow up” task.
What to avoid
- Don’t try to automate 100% of follow-ups. Some stuff needs a human touch.
- Don’t create tasks for every single call. Only automate the ones tied to a real action or commitment.
5. Fine-Tune Your Workflow (So It Doesn’t Annoy Everyone)
Automation is great—until it spams your team with tasks they ignore. A few tips to keep things sane:
- Limit the number of automated tasks per call. If everything’s urgent, nothing is.
- Review task quality. Check a few weeks of automated tasks—are they clear? Are people closing them? Is anything falling through the cracks?
- Make it easy to flag false positives. If a task is created by mistake, how can someone quickly delete or update it?
- Train your team. If reps don’t tag calls, or tag everything out of habit, the system falls apart.
Real talk: You’ll need to tweak this over time. There’s no “set and forget” here.
6. Keep It Simple (and Actually Useful)
Here’s what works in the real world: - Automate the obvious, routine stuff. “Send deck,” “Book demo,” “Follow up with pricing”—these are easy. - Leave space for judgment. Not every call needs a task, and not every task should be automated. - Start small. Pick one or two automations, watch how they work, and add more only if people are using them.
What doesn’t work: - Trying to automate everything. You’ll create noise, not clarity. - Relying on “AI” to pick up all action items accurately. The tech isn’t there yet. - Forgetting to check if the automation is actually helping. If people ignore tasks, you’re just shifting the problem around.
Wrapping Up
Automating follow-up tasks in Modjo isn’t magic—but it is practical. If you tag action items during calls and connect Modjo to your CRM or task tool, you’ll save time and avoid dropped balls. Just keep it simple to start, and adjust as you go.
Don’t get sucked into the “automation for automation’s sake” trap. The goal is to save your team time and make sure the important stuff happens. If that’s working, you’re winning.