How Klipy works
Klipy runs three steps every time a conversation happens.Connect
Link your email, calendar, and meeting tools. Klipy connects via OAuth in about two minutes and begins capturing conversations across email, calls, LinkedIn, and WhatsApp.No agents to configure. No workflow builder. Connection is the only setup required.
Delegate
Tell Klipy what to do after each conversation type. In plain language:
“After every meeting, draft a follow-up with a summary and the next step.” “When a deal closes, identify three similar accounts and draft outreach.”You set the instruction once. Klipy runs it automatically for every conversation that matches.
What Klipy produces
After each conversation, Klipy prepares one or more of the following based on your delegation rules:- Follow-up emails — Written from the actual conversation, in your voice
- Meeting summaries — Key points, action items, next steps
- CRM updates — People and company records updated from what was discussed
- Proposals and recaps — Structured from the deal context and your templates
- Expansion outreach — Lookalike accounts identified and first messages drafted when deals close
Who uses Klipy
| Role | How they use Klipy |
|---|---|
| Account executive | Approve follow-ups between calls instead of writing them after each meeting |
| Founder-seller | Delegate all post-conversation work so selling doesn’t stop when other priorities hit |
| VP Sales | Standardize follow-up speed and CRM quality across the team without enforcement |
| Revenue operations | Get accurate pipeline data from real conversations, not manual entry |
What makes Klipy different
Most sales AI tools record or transcribe conversations. Klipy converts them into the action that follows. The distinction matters: transcripts don’t close deals, follow-ups do. Drafted, not sent. Every action requires your approval. Klipy never sends autonomous outreach. Your judgment, AI’s speed. No implementation required. No flowchart. No agent framework setup. No API keys to manage. You describe what you want in plain language, and Klipy handles the rest. One tool, not five. Klipy captures context from all your channels—email, calls, LinkedIn, WhatsApp—and produces unified output. No copy-pasting between apps.By the numbers
2.3M+ emails
Processed and analyzed every month
800+ meeting hours
Captured and turned into action every month
2,000+ sellers
Trust Klipy with their client communications
56 countries
Active across global sales teams
Next steps
Get started
Connect your email and see your first AI draft today.
API reference
Integrate Klipy with your own systems using the HTTP API.