Improvement

January 28, 2025

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

Auto-extracted to-dos from your emails and meetings

Klipy's Mailroom now reads your emails and meeting transcripts for commitments and action items, then suggests them as to-dos you can accept, edit, or dismiss.

Mailroom upgrade: auto-extracted to-do items from emails and meetings

Klipy's Mailroom now reads your emails and meeting transcripts for commitments, requests, and action items, then surfaces them as suggested to-dos on the interaction details page. You accept, edit, or dismiss each one.

Mailroom analyzes every email and meeting summary it processes for actionable language and suggests to-dos on the interaction detail page. Accepted items flow into your to-do list.

What changed

  • Mailroom extracts commitments and action items from emails and meeting transcripts
  • Suggested to-dos appear on the interaction details page
  • You can accept, edit, or dismiss each suggestion
  • Accepted items flow into your to-do list automatically

Klipy's Mailroom now reads your emails and meeting transcripts for commitments and action items, then suggests them as to-dos. You just review and act.

What changed

Mailroom now pulls suggested to-do items out of your emails and meetings on its own. When Klipy processes an email or a meeting transcript, it spots the commitments, requests, and action items sitting inside the conversation and surfaces them as suggested to-dos on the interaction details page. A few examples:

  • "Can you send me the proposal by Friday?" becomes a to-do to send the proposal, due Friday.
  • "Let's schedule a follow-up next week" becomes a to-do to schedule the follow-up.
  • "I'll loop in our CTO for the technical review" becomes a to-do to intro the CTO.

Who it's for

Owner-sellers who make a dozen small promises a day across email and calls and can't afford to lose one. The commitments that matter are the ones buried mid-thread, and those are the ones this catches.

How to use it

Nothing to switch on. Every email and meeting summary Mailroom processes is read for actionable language, and the suggested to-dos show up on the interaction detail page. Accept, edit, or dismiss each one, and accepted items flow into your to-do list. More at klipy.ai.

Frequently asked questions

Do I have to turn on to-do extraction in Mailroom?

No. Every email and meeting summary Mailroom processes is read for actionable language automatically.

What happens to a suggested to-do I accept?

Accepted items flow into your to-do list. You can also edit or dismiss any suggestion.

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

Mailroom upgrade: auto-extracted to-do items from emails and meetings

Category: Improvement. Published: January 28, 2025.

Klipy's Mailroom now reads your emails and meeting transcripts for commitments, requests, and action items, then surfaces them as suggested to-dos on the interaction details page. You accept, edit, or dismiss each one.

This is a changelog entry from Klipy, the AI CRO. 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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