Your to-do list writes itself. And cleans itself up.
Klipy extracts commitments from every conversation and tracks them as tasks. When context changes - a reply arrives, a deal moves - resolved tasks disappear automatically. You only see what still needs doing.
KlipyGood afternoon, Alex
Send SOC 2 report to Sarah Chen before board review
Prepare ROI comparison for Apex Solutions pilot proposal
Trusted by the best rainmakers and sellers
Turn every commitment into a tracked task automatically.
Promises made on calls, action items from emails, requests in LinkedIn threads - Klipy extracts them and creates tasks with deadlines, owners, and deal context. No manual entry.
Tasks resolve themselves when the conversation moves on.
A prospect replies to the document you promised to send. Klipy marks it done. A deal stage advances past a blocker. The related task closes. Your list stays current without you touching it.
See only the tasks that move deals forward.
Not every action item matters equally. Klipy prioritizes by deal stage, stakeholder urgency, and time since last contact. Critical tasks surface first. Low-impact busywork stays out of the way.
Open your day knowing exactly what to do first.
Every morning, your to-do list reflects reality - what's overdue, what's due today, what's coming up. Organized by priority across all your deals. Five minutes and you're ready to sell.
Your Experience
Tasks that stay in sync with your deals.
To-dos appear where you need them - prioritized, contextualized, and always current.
Your morning briefing. Tasks, drafts, and meetings in one view.
Open Klipy and see what's waiting. To-dos are queued alongside follow-up drafts and upcoming meetings - everything prioritized, ready to act on in minutes.
KlipyGood afternoon, Alex
In 42 minutes
Quarterly Review — Acme Corp
3 guests
Intro Call — Bright Labs
3 guests
Call summary + next steps for Meridian Health
Send pricing proposal to Sarah Chen
Re: Westbridge Platform RFP — Pricing Clarification
Re-engage dormant deal with Apex Solutions
Schedule technical demo with engineering lead
Your prioritized task queue. Always current.
Every task extracted from conversations, organized by urgency and deal impact. Resolved tasks disappear as context changes. Review, snooze, or act - your list reflects what actually needs doing.
KlipyI have been a longtime Salesforce user and there are a few things that really make Klipy stand out. First, its a AI first platform. And second is that it required very low admin overhead. - So my team can focus on sales and drumming up new business instead of spending hours maintaining data in CRM.
Sunil GulatiSr Director - Sales, TekPioneers
Part of one product
Works with everything else in Klipy.
Capture
Every email, call, and message captured automatically. The conversations that generate your tasks.
Follow-up
Every follow-up drafted from the actual conversation. Commitments from drafts feed into your task queue.
Meet
Every call transcribed and structured. Action items from meetings become tracked tasks automatically.
Frequently Asked Questions
Common questions about To-dos.
To-dos by Klipy
Category: Background Agents
Klipy To-dos automatically extracts commitments, action items, and next steps from sales conversations across email, calls, and messaging channels, and creates prioritized tasks with deadlines and deal context. Tasks are not static - Klipy continuously monitors incoming conversations and deal changes, automatically resolving tasks when context indicates they are complete (e.g., a prospect replies to a promised document, a deal stage advances past a blocker). Tasks are prioritized by deal impact, stakeholder urgency, and recency of last interaction. Only tasks that materially affect deal progress are surfaced. The feature integrates with HubSpot and Salesforce for bidirectional task sync. Tasks appear in the To-dos queue and the Home morning briefing screen. Klipy is CASA certified, GDPR compliant, and never uses customer data to train AI models.
Related features: Capture, Follow-up, Meet
How does Klipy decide which tasks to suggest?
Klipy analyzes your conversations across email, calls, and messages to identify commitments, requests, and next steps that directly affect deal progress. Only tasks that move a deal forward get surfaced. Routine noise is filtered out.
Does Klipy automatically complete tasks?
Yes. When new context arrives - a reply, a completed action, a deal stage change - Klipy checks your open tasks and resolves the ones that are no longer relevant. You don't need to manually close tasks that the conversation already handled.
Can I edit or dismiss suggested tasks?
Yes. Every suggestion is a starting point. You can edit the task, change the priority, adjust the deadline, or dismiss it entirely. Klipy learns from your choices and refines future suggestions.
How are tasks prioritized?
Tasks are prioritized by deal impact - urgency of the commitment, deal stage, stakeholder seniority, and how long since the last interaction. Critical follow-ups surface first. Low-impact items stay out of the way.
Do tasks sync to my existing CRM?
Yes. If you use HubSpot or Salesforce, completed and open tasks sync back automatically. Your CRM reflects what's actually happening without manual updates.
What's the difference between a task and a draft?
Drafts are ready-to-send messages waiting for your approval. Tasks are action items - things you need to do that aren't an email. Send a document, schedule a call, loop in a colleague. Both are tracked and prioritized by Klipy.
How quickly do tasks appear after a conversation?
Tasks are generated within minutes of a call ending or a message exchange completing. By the time you move to your next meeting, the commitments from the last one are already tracked.
Can my team see my tasks?
Yes. Managers and team members with shared pipeline access can see task status across deals. This gives real-time visibility into execution without asking for status updates.
Website: https://klipy.ai/product/task-suggestions
Nothing to write down. Nothing to forget. Nothing to manually close.
Start closing the loop.
Free to start. No credit card. Connects to your email and calendar in two minutes. Your first follow-up drafts itself today.