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
Security
Klipy drafts and prepares — every action waits for your yes. Your data is encrypted, and yours to export or delete anytime.
Klipy turns every conversation into a ready-to-send follow-up, CRM update, or task — written in your voice.
Each one lands as an approve / reject card. Nothing is hidden, and nothing is assumed.
Approve and it sends or updates; reject and it's gone. There is no autonomous send — you're the last step, by architecture.
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
You decide what Klipy keeps, who can see it, and when it's gone.
In transit and at rest — protected the moment it reaches Klipy.
Stored only as long as it's useful to you. Export anytime; delete on request.
Sensitive fields are masked, so only what's needed is ever shown.
Role-based permissions, SSO, and audit logs on team plans.
Klipy exposes a managed MCP, so the agents you already use can work with it — behind a perimeter you control, with every action still approval-gated. No raw keys, no DIY wiring, no agent acting on a prospect on its own.
> Prep me for my call with Jane Doe and update the deal.
Klipy MCP· get_recent_context
Getting recent context related to Jane Doe from ACME Corp…
Drafted actions wait for your approval — nothing sends on its own.
Yes — in transit and at rest.
Only you and the people you invite — controlled by roles, SSO, and audit logs on team plans.
Yes — export anytime; deletion on request.
No. Every send waits for your approval.
We're CASA Tier 2 compliant and GDPR-aligned, with SOC 2 Type I, ISO 27001, and HIPAA in progress.
Klipy drafts and prepares; you approve everything. Connect your inbox in two minutes and see supervised AI on your real deals.
Free to start · no credit card · 2-minute setup.