Product · Task Automation

Every commitment becomes a task. Automatically.

Promises made on calls turn into tracked, owned, scheduled tasks in your CRM — without the rep lifting a finger.

An AI agent writing outputs back to CRM fields and posting to Slack
The problem

Most deals don't fail because of strategy. They fail because something wasn't done.

  • Reps move to the next meeting. CRM updates get delayed. Action items sit in notes but never become real tasks.
  • Managers can't see what's blocking a deal. Reps don't always remember what they promised. Prospect commitments go untracked.
  • Over time, small execution gaps compound into slower cycles and lost trust.
What Proshort does

Nothing stays buried in notes

If a rep promises to send pricing, it becomes a task.
If a prospect agrees to share documentation, it's tracked.
If an objection requires follow-up, it's logged and scheduled.

After every call, Proshort automatically:

  1. 01Identifies action items mentioned in the conversation
  2. 02Detects who is responsible (rep or prospect)
  3. 03Interprets deadlines from natural language
  4. 04Creates structured tasks in your CRM
  5. 05Assigns owners and due dates
  6. 06Tracks completion status
  7. 07Flags overdue or blocked items
Why this is different

Proshort doesn't wait for manual input

Most teams rely on reps to manually create tasks. The result:

Inconsistent captureMissed deadlinesNo reliable execution data

Proshort extracts commitments directly from conversation context and operationalizes them.

Every deal becomes measurable. Every follow-through becomes visible.

Execution stops being optional.

Who this is for

Reps, managers, and ops all win

Sales Reps

  • No manual task creation after every call
  • Clear daily priorities
  • Automatic reminders
  • Fewer dropped balls

Sales Managers

  • Real-time view of task completion rates
  • Immediate visibility into blocked deals
  • Objective execution metrics
  • Clear coaching signals

Sales Operations

  • Standardized task capture
  • Clean CRM data
  • Custom AI agents — outputs mapped to CRM fields, alerts posted to Slack
  • Leading indicators for forecasting
How it works

From spoken promise to tracked task

  1. 01A sales call is recorded and analyzed
  2. 02AI extracts all spoken commitments
  3. 03Deadlines are interpreted and converted into real dates
  4. 04Tasks are created in your CRM with proper ownership
  5. 05Reminders and alerts ensure follow-through
  6. 06Completion data feeds pipeline visibility
Impact

What changes when execution is automatic

Faster deal progression

Action items don't sit in notes. Every commitment becomes a tracked task, keeping momentum intact.

Higher task completion rates

Deadlines and ownership are clearly assigned, making follow-through consistent across the team.

Fewer stalled deals

Blockers are visible. You can see exactly which task is overdue and who owns it.

Stronger forecast accuracy

Execution data replaces guesswork. If commitments are being completed on time, deal momentum is real.

Operational discipline at scale

Follow-through stops depending on individual habits and becomes embedded in the system.

Watch a promise become a task

Bring one recorded call to a 30-minute demo — see every commitment extracted, owned, and scheduled in your CRM, live.

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