Generate follow-up decks from call notes
Turn call notes into branded follow-up decks ready to review and send right after the meeting.
Category
Setup
MCP
,
API
Example toolkit
Problem
After every discovery call, kick-off, or renewal conversation, someone has to manually pull together a follow-up deck. It takes time, often gets delayed, and the window when the prospect is most engaged starts to close.
Solution
Connect your call notes tool to Pitch and generate a follow-up deck from what was discussed, without transferring a single note by hand. The call ends, and the deck is already waiting.
How it works
Use a meeting notes tool like Granola or a call recording tool like Gong to summarize every conversation automatically.
After the call, drop the notes into Pitch with a prompt like: “Create a follow-up sales presentation using these call notes.” Add anything that wasn’t captured in the transcript, like pricing adjustments or answers to questions the prospect raised.
Generate within a specific team template so the output is on brand and structured the way your team sells.
Power up
Connect Granola to Pitch via MCP and ask your AI to “generate an SMB sales deck from my latest meeting in my US Sales folder.” To scale this further, connect via API so a deck is generated whenever new call notes appear.
Related workflows
Automate sales materials for every account, at every stage
Auto-create account-specific sales decks, proposals, and mutual action plans whenever a deal advances.
Arm your champion with a deck they can pitch internally
Give champions a polished, account-specific business case they can share with the buying committee.
Win back stalled and lost deals
Re-engage stalled and lost deals with personalized updates based on what changed since you last spoke.








