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Task automation
Every commitment
becomes a task.
Promises made on calls turn into owned, dated tasks in your CRM without the rep lifting a finger. And the rep approves them, so it is their plan, not a tracker watching them.
✓ Owners and due dates from the call
✓ Overdue items flagged
Tasks from your calls
Acme, enterprise deal
5 tasks, 2 owned by the buyer
All 5
Mine 3
Buyer 2
Overdue 1
3 new tasks from today’s Acme call
Approve all
Send the SOC 2 pack to their security lead
Promised on the 21 Oct call, 13:30
Y
Overdue
Send pricing and the ROI model
“I will send pricing by Friday.” Today, 12:04
Y
Due Fri
Intro to IT for the security review
Waiting on the SOC 2 pack
N
Blocked
Trusted by revenue teams at 100+ companies worldwide.
Task automation in Proshort turns promises made on sales calls into owned, dated tasks in the CRM, such as Salesforce or HubSpot, approved by the rep, and flags overdue and blocked tasks on the deal.
The problem
Deals rarely fail on strategy.
They fail on follow-through.
Reps move to the next meeting and CRM updates wait. Small execution gaps compound into slower cycles and lost trust.
Promises stay in notes
Action items get written down on the call and never become real tasks.
Buyer commitments go untracked
The buyer agreed to share documents or loop in security. Nobody checks that they did.
The blocker stays invisible
Managers cannot see which task is overdue, or who owns it, until the deal stalls.
Aria vs a recorder
A recorder hears the promise.
Aria makes sure it is kept.
Recorders like Gong capture what was said so a manager can score it later. Aria helps the rep privately on the call, then turns every promise into a task the rep owns and approves.
What happens to a promise
Catches the promise as it is said
✓
Works out who owns it, the rep or the buyer
✓
–
Turns “by Friday” into a real due date
✓
–
Creates the task in Salesforce or HubSpot
✓
–
Lets the rep approve before anything is saved
✓
–
Flags overdue and blocked tasks on the deal
✓
–
Scores the call for a manager afterwards
–
✓
Who it is for
Reps, managers and ops
all win.
Every deal becomes measurable and every follow-through visible, without the rep doing the admin.
R
Sales reps
Their plan, not a tracker
✓
No typing up tasks after every call
✓
Clear priorities for the day
✓
Reminders before things slip
✓
Fewer dropped balls
M
Sales managers
See what is blocking a deal
✓
Task completion across the team
✓
Blocked deals the moment they block
✓
Objective execution data
✓
Clear signals for coaching
O
Sales operations
Clean data by default
✓
Tasks captured the same way on every call
✓
Clean CRM data
✓
Custom AI agents map outputs to CRM fields and post alerts to Slack
✓
Leading indicators for the forecast
How it works
From spoken promise
to tracked task.
Aria finds action items in the conversation, works out who owns them, reads deadlines from natural language and creates structured tasks in the CRM.
01
The call is analyzed
Aria joins on Zoom, Google Meet or Microsoft Teams and reads the conversation.
From your calendar
02
Commitments are extracted
Every spoken promise, from either side of the table.
“I will send pricing by Friday.”
03
Deadlines become dates
Natural language is turned into a real due date.
by Friday
→
Fri 30 Oct
04
Tasks land in your CRM
With the right owner, once the rep approves them.
Owner: You
05
Reminders keep it moving
Alerts go out before a task slips, not after.
Due tomorrow: send pricing
06
Completion feeds the pipeline
Managers see execution on every deal, without asking.
Acme: 4 of 5 done
KB
Kanika Bhalla
CRO, Increff
“
Questions about task automation
Can Proshort create CRM tasks from what was said on a sales call?
Yes. Proshort finds action items in the conversation, works out who owns each one, reads deadlines from natural language and creates structured tasks in the CRM, such as Salesforce or HubSpot. A line like “I will send pricing by Friday” becomes a task with an owner and a real due date once the rep approves it.
Does Proshort track commitments the buyer makes too?
Yes. Proshort extracts every spoken promise from either side of the table, so a buyer agreeing to share documents or loop in security becomes a tracked task with the buyer as owner. Buyer tasks sit next to the rep's on the deal, and blocked items show up the moment they block.
How can sales managers see follow-through on every deal?
Proshort shows managers task completion across the team and on every deal, with overdue and blocked tasks flagged as they happen, so nobody has to ask for an update. For RevOps, tasks are captured the same way on every call, and custom AI agents can map outputs to CRM fields and post alerts to Slack.
Will reps get reminders before a task from a call is due?
Yes. Proshort sends reminders before a task slips, not after, and flags overdue tasks on the deal. Reps approve their tasks when they are created from the call, so the reminders follow a plan the rep agreed to rather than a tracker watching them, and nobody types up tasks after every call.
Book a demo
See every promise
turn into a task.
Bring one recorded call to a 30-minute demo and see the tasks, owners and due dates Aria creates from it.
Proshort
Live demo with Aria
⏱
30 min
◉
Google Meet, link in the invite
✦
Aria joins, so you see the help live
🌐
Any timezone
