Automation

Action Items

Nothing falls through the cracks.

Every commitment made on every call — automatically captured, assigned, and tracked to done.

Call · 38:41
Send SOC 2 report to PriyaTodayR
Loop in economic buyerTueR
Schedule technical deep-diveFriSE
Action Items

The business impact.

Why revenue teams choose Action Items.

Zero-dropped follow-through

Every next step captured, owned, and dated.

Shared accountability

Buyer commitments tracked alongside rep ones.

Faster deal velocity

Cycles compress when nothing waits.

Key capabilities

Everything included in Action Items.

Production-grade capabilities, tuned for enterprise revenue teams and ready on day one.

  • Automatic action item extraction
  • Owner and due-date inference
  • Slack / email delivery
  • Bidirectional CRM task sync
  • Buyer-side commitment tracking
  • Overdue nudges
Interactive workflow

How it works.

01

Extract

AI parses commitments from the call transcript.

02

Assign

Owner and due date inferred from context.

03

Deliver

Tasks appear in Slack and the CRM.

04

Nudge

Owners reminded before due dates.

Dashboard preview

See Action Items inside Wallapop.

A live view of what your team sees every day. Every metric drills down to the underlying calls, deals, and reps.

See it live
Action Items · this week
Live
Coverage100%
Adoption87%
Impact+14pt
Trend▲ 12%
AI insight · example

This is what your team sees.

Wallapop
5 action items · Vertex demo

Rep: send security whitepaper by Fri. Buyer: intro CFO by Wed. Rep: schedule technical deep dive.

Try Action Items on your calls.

30-minute demo. We'll show Action Items running live against one of your real conversations.

Frequently asked.

How is Action Items different from a call recorder?+

Recording is table stakes. Action Items turns raw conversations into structured performance outcomes — objective scores, predictions, or automation your team can act on the same day.

How long does setup take?+

Most teams are live in under 48 hours. One-click OAuth into your CRM, calendar, and meeting tools — no engineering time required.

Is this available on every plan?+

Action Items is included on the Growth plan and above. Starter customers get a preview; Enterprise customers get custom models tuned to their motion.

Is my customer data secure?+

Yes. SOC 2 Type II, GDPR, HIPAA-ready. Data is encrypted end-to-end and never used to train third-party models.