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Workflow
Oct 21, 2026
5 min read
Run client calls without the admin
Book it, record it, write it up, send it: the four steps and the tools between them.
The call is the small part. Most of the work is before and after it. This is a good order to follow.
Before: let them pick the time
Send a Cal.com link. The client chooses a slot from your availability and both calendars update.
During: stay in the conversation
Take a few lines of notes and let Granola write the rest. If you use an AI notes tool, tell people at the start of the call and check the recording rules where you live.
After: show the next step
If the follow-up needs a walkthrough, record it with Cap and send a link. If it is a proposal or a deck, send it with Papermark to see which pages were read.
One rule
Read every AI summary before it leaves your hands. The tool saves you typing, not thinking.
Tools in this guide
The tools mentioned.
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