Rex Automaton
All case studies
Rex Automaton (internal)Workflow Automation

30 minutes of post-call admin reduced to under 5

The problem

Every sales call generated 30 to 45 minutes of after-work: drafting a follow-up email, writing a scope-of-work doc, updating the CRM. Doing that across back-to-back discovery calls meant the founder spent more time documenting calls than taking them.

What we built

Fathom drops the transcript into Google Drive. A scenario picks it up, runs AI analysis to extract pain points, proposed automations, and rough ROI numbers, then generates a branded scope-of-work Google Doc and a personalized follow-up email draft. Notion gets the call notes and next-step tasks. The founder reviews the draft, sends it, moves on.

Results

  • We use this internally on every discovery call
  • Back-to-back meetings are now actually viable
  • The same pattern ships to clients as the PreMeet system

More work