Five minutes after a sales call with a real estate company, I sent them an email.
Inside the email was a graphic. It laid out everything we had talked about in the meeting, visually summarized, with the key points organized so anyone on their team could scan it in 30 seconds. No bullet-point wall of text. An actual graphic.
They hired me to do their AI strategy the same day.
I want to be clear about something: I was not trying to be impressive. I was not pulling some sales trick. That email was automated. My meeting notetaker agent had already joined the call, listened to everything, generated the summary image, and drafted the follow-up before I even stood up from my desk.
I reviewed it. Hit send.
That was it.
Why the Follow-Up is the Most Underrated Part of Sales
There is a thing I tell people in my workshops: the faster your follow-up, the more business you close. It sounds obvious. And yet most people send follow-up emails hours later, or the next day, or sometimes not at all.
AI does not procrastinate.
I built a workflow where my notetaker agent joins every Zoom or in-person call I take. When the meeting ends, it:
- Transcribes everything
- Pulls out key decisions, action items, and next steps
- Generates a visual meeting summary (an infographic-style graphic)
- Drafts a follow-up email in my voice, referencing specific things from the conversation
Within minutes, the draft is in my inbox. I review it, make any tweaks, and send.
The whole thing takes me about two minutes.
And the people on the other side of that email? They are blown away. Not because I am special. Because almost nobody does this. You send a personalized follow-up with a polished visual summary within five minutes of hanging up, and you stand out from literally everyone else they talked to that week.
The Super Agent Behind the Scenes
Here is what I actually built, and why it matters for anyone thinking about AI tools.
I have what I call a super agent. It is a Lindy workflow that connects three things ChatGPT cannot connect on its own: my email, my calendar, and my Google Drive.
When I need a project update on a key client relationship, I ask this agent to catch me up. It searches the last 30 days of email with that person, cross-references calendar events, matches the two together, and creates a Google Doc with a full status summary. Then it links that doc to my upcoming calendar event with them so I have it ready before the meeting starts.
Three steps. One request. Done.
I showed this live in my Two Hour Workday course and the reaction was basically: “Wait, that is it?”
Yeah. That is it. The power is not in complexity. It is in connecting things that most people still do manually, or do not do at all.
The 42-Cent Agent (My Favorite Example)
I want to give you a smaller example too, because I think people get overwhelmed when they hear “AI agents.”
I have been car-free in Austin for over 11 years. I use Uber for almost everything. And I constantly forget to add addresses to my calendar events, which means when I am about to leave I am scrambling to look up where I am going.
So I built a tiny agent. It wakes up every Monday, Wednesday, and Friday at 8am. It scans my calendar for the next five days. Any event that looks like it involves a physical location but is missing an address, it Googles the address and adds it to the calendar event.
Cost: 42 cents a week.
That is what I mean by start small. I am not saving 20 hours a week with this one. But it removes a small, consistent friction that was annoying me every single week. And it runs whether I think about it or not.
This is the framework I use when thinking about what to build: the 80-20 rule applied to automation. Do not build the big impressive agent first. Build the one that handles a thing you do or deal with every day. Those are the ones that compound.
Where Most People Get Stuck
The question I hear most often in my workshops is not “how do I build this?” It is “what should I build first?”
And the answer is almost always the same: what is the thing that happens every day or every week that you wish just happened on its own?
For a lot of people, that is meeting follow-ups. Or email triage. Or preparing for the next day calls.
Start there. Build something small that works reliably. Use it. See what it saves you.
Then expand.
That is the whole philosophy behind start small, iterate. Life gets better one agent at a time. You do not need a 20-agent system on day one. You need one agent that you actually use and trust. That trust builds. And then you add the next one.
The meeting summary infographic that closed a real estate deal? That started as a simple notetaker experiment. I did not know it would win me business. I just wanted to stop spending 30 minutes writing follow-up emails after every call.
The side effect was getting hired on the spot.
Try This This Week
If you want to start somewhere:
- Look at the last 5 meetings you had. How many got a same-day follow-up? How many got a follow-up that included a summary the other person could share?
- If the answer is “not many” — that is your first agent to build.
- Tools like Lindy can connect your notetaker to your email and have drafts ready within minutes of a call ending. Start with that workflow.
One agent. Daily use. See what happens.
Thanh runs AI workshops and consulting for entrepreneurs and executives. If you want to see these workflows live, check out the next workshop or reach out directly.
