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At the end of a calling block, ask Ari to go through your conversations. It drafts the emails, sets up the follow-ups and fills in your CRM, and you approve each change. The details of a good call fade fast. Following up the same day, with what the person actually said, keeps the next step alive. You will end up with: a follow-up email drafted from each real conversation, a Nurture AI task for everyone you need to call again, and your CRM updated with the outcome and next step. Before you start: an open Ari chat. Ari is available on Enterprise and Enterprise Plus seats, and on Admin seats. To send email from Ari, connect your inbox. To update your CRM, connect HubSpot or Salesforce under Settings › Connections › Integrations.

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Steps

1

Find the calls worth following up

What you get: a short table of today’s conversations. Ari reads the call summaries and transcripts, so the one-line notes come from what was actually said.
2

Draft the follow-up emails

When it stops for you: Ari drafts in the chat and never sends on its own. To send one from your connected inbox, you approve a card that shows the recipient, the subject and the full email. Edit anything first by telling Ari what to change.
3

Set up the next calls

Each follow-up is tied to the call it came from, so whoever picks it up sees the history. Depending on your team’s settings, Ari may ask you to approve first.
4

Update your CRM

When it stops for you: every CRM change waits for an approval card that shows the exact record and fields. Nothing is written until you click Approve.
Short on time? One prompt can do it all: “Go through my calls today. Draft follow-ups for conversations that didn’t book, and create a Nurture AI follow-up for every callback.” You still approve each email before it’s sent.

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Prompts to try

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You’re done when

  • Every real conversation from today has a follow-up email drafted or sent.
  • Everyone who asked for a callback has a Nurture AI follow-up with a due date.
  • Your CRM shows today’s meetings with the outcome and next step.

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Next steps

Prepare tomorrow's call list

Put those callbacks into tomorrow’s dialer list.

Approve what Ari changes

What Ari asks about, and what it does on its own.