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To-dos are the tasks and follow-through items Klipy pulls out of your client and sales conversations — not messages waiting to send. They are generated automatically from calls, emails, meeting summaries, and connected channels whenever Klipy spots a commitment, an unanswered question, or work that still needs doing. This is different from Drafts, which are emails and messages queued for your approval. To-dos are reminders of what you (or the buyer) owe next; completing one does not send anything by itself.

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What becomes a to-do

Klipy surfaces items such as:
  • Explicit commitments — e.g. “I’ll send the contract by Thursday.”
  • Open questions — topics raised where there’s still no answer (“They asked about pricing — no response yet”).
  • Action items from meetings — next steps called out in summaries (“Schedule a follow-up with the technical team”).
  • Stalled threads — conversations that need re-engagement (for example, no reply for many days on a warm prospect).

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To-do states

Each item moves through one of these states:
  • Open — still needs action.
  • Done — you marked it complete.
  • Snoozed — hidden until the date you pick.
  • Dismissed — no action needed; archived.

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Managing your to-dos

Your list lives in the To-dos section of the workspace. From there you can:
  • Complete — mark an item resolved when the work is done. This does not send email or messages; it only closes the to-do.
  • Snooze — pick a future date to hide an item until you’re ready to revisit it.
  • Dismiss — archive items that don’t need follow-up so they stay out of your way.
  • View the conversation — open the source thread or meeting transcript so you always have full context.
Some to-dos may have an associated draft (for example, a follow-up email). Approving and sending that draft can go hand in hand with clearing the related to-do; completing the to-do alone still does not send anything.
Every to-do links back to the conversation it came from. Click through to read the full thread or transcript — you never have to guess why an item appeared.

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How priority works

Priority is not a fixed label you set once. As new messages and meetings arrive, Klipy re-evaluates what matters most: a thread that goes quiet can become more urgent over time, while a deal that’s heating up can push its items up. Commitments with explicit deadlines tend to surface near the top automatically. Items tied to active pipeline deals are generally weighted above conversations that aren’t tied to live opportunities — so your list stays aligned with revenue, not generic busywork.

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What Klipy doesn’t track

Klipy is built around client and sales conversations. It won’t create to-dos for unrelated internal work, personal reminders, or activity from channels you haven’t connected.

Follow-ups & drafts

Approve outbound messages drafted from your conversations — the companion to your to-do list.

Pipelines

See how deal context shapes what Klipy prioritizes in your workspace.
Last modified on April 5, 2026