Feature

August 13, 2025

Jung-Hong KimJung-Hong KimCo-founder & CEO, Klipy

AI next step suggestions from every sales conversation

Klipy now suggests follow-up actions from your conversations, clears tasks you've already handled, and sorts your day by urgency.

Next step suggestions from every conversation

Klipy now suggests the next follow-up action from every conversation, removes suggestions once the task is done, and sorts your day by urgency. It's the first step toward Klipy acting as an AI executive secretary.

Klipy surfaces follow-up suggestions from your email and meetings on one home page, clears them when the work is done, and ranks your day by urgency.

What changed

  • Follow-up suggestions from every conversation surface in one home-page view
  • Suggestions clear themselves once Klipy sees the task is done
  • An urgency field sorts your day so critical items come first
  • Pre-meeting research, a daily debrief, and no-show follow-up are coming next

Klipy now reads your ongoing conversations and suggests the follow-up actions to take next, clears tasks you've already handled, and sorts your day by urgency. It's the first step toward Klipy working as your AI executive secretary.

What changed

Suggestions are centralized. Every follow-up Klipy spots shows up on your home page in one view, so you don't dig through each interaction to work out what to do next.

Suggestions also manage themselves. If Klipy suggested "send invoice" and then sees you email "please find the invoice attached," it clears that suggestion because the job is done. You can push a follow-up's due date from the home page when it can wait, and every task and suggestion now carries an urgency field. Your day is sorted by it, so the most critical items come first.

Who it's for

Owner-sellers drowning in follow-through. If commitments slip because you can't track every promise you made across email and meetings, Klipy now keeps that list current for you.

How to use it

The suggestions appear on your home page on their own. Behind them, Klipy runs a continuous loop over every incoming email and meeting: it reads the message, checks for new follow-up tasks like commitments and deadlines, and checks whether existing tasks changed or are already done. More is on the way, including pre-meeting research, a daily debrief, and meeting no-show follow-up.

Frequently asked questions

Do I have to create follow-up tasks myself?

No. Klipy reads your email and meetings, suggests the follow-ups to take, and removes them once it sees the task is complete.

How does Klipy decide what to show first?

Tasks and suggestions carry an urgency field, and your day is sorted by it so the most critical items come first.

Jung-Hong Kim

About the author

Jung-Hong Kim

Co-founder & CEO, Klipy

Jung-Hong Kim is the co-founder and CEO of Klipy, the AI CRO for owner-led B2B teams. He has spent over 15 years in B2B technology and builds Klipy while running its sales himself, the same owner-seller he builds for who still closes and delivers the work. He writes about sales follow-up, speed-to-lead, and running a founder-led sales motion without an SDR team, grounded in what actually works when the person selling is also the person doing the delivery.

15+ years in B2B technologyCo-founder and CEO of KlipyHKUST alumnus

Next step suggestions from every conversation

Category: Feature. Published: August 13, 2025.

Klipy now suggests the next follow-up action from every conversation, removes suggestions once the task is done, and sorts your day by urgency. It's the first step toward Klipy acting as an AI executive secretary.

This is a changelog entry from Klipy, the AI Sales Operating System. Klipy automatically captures every sales conversation across email, meetings, LinkedIn, WhatsApp, and Telegram, then handles follow-ups, CRM updates, and meeting prep.

Learn more at https://klipy.ai. View all changelog entries at https://klipy.ai/changelog.

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