# The follow-up starts when the call ends.

> Workspace369 connects call recordings, AI summaries, voicemail transcripts, CRM notes, tasks, reminders, SMS follow-up, analytics, and client history.

Canonical: https://workspace369.com/features/post-call-automation/
Last updated: 2026-11-12

The recording and an AI summary land on the client's conversation, and a workflow you set up turns them into a task or a reminder for someone on your team.

Post-call automation starts on Specialist ($149/mo, 10 seats). Calls start on Voyager ($74/mo, 2 seats).

14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

[Talk to sales](https://workspace369.com/contact-sales/)

## What is post-call automation?

Post-call automation preserves the call record and helps a team turn the conversation into reviewable summaries, notes, tasks, reminders, callbacks, messages, and accountable next steps. Workspace369 keeps the recording, the AI summary and its next steps on the call card in the client's conversation.

Product reference

Reviewed July 17, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.

[Read the product documentation ->](https://docs.workspace369.com/v/2026.3/communication/voice-voicemail-recordings-and-ai/)

## Four things happen when you hang up.

Every call lands on the caller's conversation with its recording and an AI summary, and a workflow can take it from there. Nobody has to remember to write it down.

1. 01The call ends A banner shows for a few seconds after the call, with the caller, the length and a link to the summary. View summary →
2. 02The summary lands on the client The recording, the AI summary and its next steps sit on the call card in the client's conversation. Call summary
3. 03A workflow starts A workflow (the steps you set up to run on their own) can start when a call is completed, when it is missed, or when its transcript is ready. Call completed **Missed call:** text the caller back so they know you'll call.
4. 04Someone owns the next step The workflow creates a task or a reminder, so the callback or the proposal change has an owner and a due date. Create task

## Let AI read the call. You decide what happens.

Add an AI decision step to a workflow that starts when a call transcript is ready. It answers a Yes or No question about the call, and each answer runs its own steps. Pick a template to see the question change.

- Start from Urgent, Cancellation, New business or Complaint, or write your own question
- Tick which call fields the AI can read: status, length, summary or transcript
- When the AI is unsure, ask a person to review or take the No path
- Each decision counts toward your monthly AI usage
- Only the workspace owner can add or change an AI decision

Post-call automation starts on **Specialist**

Calls**Call transcript ready***Once per call*

AI decision

Start from

Question

Does the customer in this call transcript require urgent attention?

Share with AI

- Call status
- Call length
- Call summary
- Call transcript

Only the ticked fields are sent to the AI.

Confident when **80%** or more. Lower scores follow If unsure.

If unsure: **Ask me to review**

Yes

Create task**Call the client back today**

No

Stop the workflow**Nothing else happens**

Sample workflow. Task names are examples.

## Calls from Voyager. Follow-up from Specialist.

Calls, voicemail and missed-call text back start on Voyager. Call recording, AI call summaries, voicemail transcription and post-call automation come with the full phone system on Specialist.

[Compare plans](https://workspace369.com/pricing/)

**Which Workspace369 plan each post-call feature starts on**

| Feature | **Cadet**$29/mo | **Voyager**$74/mo | **Specialist**$149/mo | **Commander**$299/mo | **Enterprise**$699/mo |
| --- | --- | --- | --- | --- | --- |
| Calls |  |  |  |  |  |
| Voice & voicemail | Not included | From **Voyager** |  |  |  |
| After the call |  |  |  |  |  |
| Always-on call recording | Not included | Not included | From **Specialist** |  |  |
| AI call summaries | Not included | Not included | From **Specialist** |  |  |
| Post-call automation | Not included | Not included | From **Specialist** |  |  |

From the Workspace369 pricing matrix.

## Related features and guides

## Common questions about post-call automation

### What is post-call automation?

Post-call automation captures the call record and helps turn the conversation into summaries, notes, tasks, reminders, callbacks, messages, and other accountable follow-up.

### Does Workspace369 record and summarize calls?

Yes, from Specialist ($149 a month, 10 seats). Workspace369 supports call recording, AI call summaries, voicemail transcription, call history, client matching, notes, tasks, reminders, and SMS follow-up.

### Can users review the AI summary before acting?

Yes. Workspace369 presents the call record and summary as reviewable context so the team can decide which notes, tasks, reminders, or messages should be created.

## Give your next call a follow-up with an owner.

Start a free trial, turn on call summaries, and add a workflow that creates the follow-up task when a call ends.

[Request a demo](https://workspace369.com/contact-sales/)