We use Stevin ourselves to run our sales and client touchpoints automatically. No Zapier spider-web, no 200 euro per month subscription stack. One flow that listens to what actually happens: calls, calendar, KPIs. And ties actions to it. Here is how it works for us, in four steps:
01
Signal in
You have a conversation (phone, physical, video). A recording tool delivers the transcript. Your calendar knows who you spoke with and when. A KPI in your dashboard suddenly spikes. Three kinds of signals, one flow that catches them all.
02
Identity linked
Who was the conversation partner? Which client does this belong to? What event was happening? Your system links automatically: via calendar attendees, phone-number lookup, or one quick tap if it is truly unknown. No more manual tagging.
03
Action drafted
AI reads the conversation, cuts out private or off-topic parts, writes a follow-up draft in your voice. Not "Thanks for the chat", but specific to what you actually discussed. Ready to send or tweak.
04
Human decides
Nothing goes out unseen. You get a task in your inbox or CRM with the draft attached. One click, adjust, send. Or trash if the AI got the tone wrong. Human stays editor, system does the legwork.