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
How Klipy compares to what you already use
| Tool category | What they do | Where the gap is |
|---|---|---|
| Conversation intelligence | Records and transcribes your calls | You still write the follow-up after every meeting |
| AI SDRs | Send outreach automatically, without your approval | Burned domains, zero replies — you lose control of your brand |
| AI writing copilots | Suggest text as you type | You still have to decide what to write and when to send |
| CRM systems | Store data after your reps enter it | 79% of opportunity data never gets entered — data is days old or missing |
Why we built it this way
The category tried to replace sellers. The data is in: 1,400 outbound emails, zero replies. Zero meetings booked in six months. Fully autonomous AI burns trust, burns domains, and removes the one thing that actually closes deals — your judgment about when to push and when to wait. Most AI tools were built by developers for developers. The configuration required to get value locked out the people who needed it most — founders running their own pipelines, AEs between back-to-back calls. A $10,000 agency fee and six months of implementation isn’t a product. It’s a consulting project with a SaaS login. Drafted, not sent is the only model that combines AI speed with human judgment. You describe what you want in plain language — “after every meeting, draft a follow-up with a summary and next step” — and Klipy runs it automatically, producing a draft minutes after the conversation ends. You approve. The action goes out. No hallucinated outreach. No burned trust. No setup required.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 |
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.
Klipy starts free — no credit card required. Tokens are only consumed when you accept Klipy’s work, not when it generates a draft. See how tokens work →