# Turn a client call into follow-up work

> Use the finalized transcript to propose tasks with an owner and a project, then review the hand-off.

Use the finalized transcript to propose tasks with an owner and a project, then review the hand-off.

Interactive sample, with fictional data and scripted agent output. No agent runs and no workspace data is read or changed.

## A request to adapt

Read the finalized call transcript. Draft follow-up tasks on this project with a proposed owner and the supporting quote. Ask me to confirm missing owners or dates before creating tasks.

## Northfield Health

### Project brief

Reduce the time it takes to train clinic staff.

### Company playbook

Start with a small pilot, then review evidence before expanding.

### Finalized interview transcript

We need a training pilot before we can choose the rollout.

### Follow-up task draft

- **Source quote**: We need a training pilot before we can choose the rollout. (Finalized interview transcript)

- **Proposed task**: Draft the training pilot plan · Sam Lee (Finalized interview transcript)

- **Date**: Confirm with the project lead

## Harbor Works

### Project brief

Help new customers complete their first setup.

### Company playbook

Test the onboarding flow with a small group before changing the full service.

### Finalized interview transcript

We need to test the first setup before changing the whole service.

### Follow-up task draft

- **Source quote**: We need to test the first setup before changing the whole service. (Finalized interview transcript)

- **Proposed task**: Draft the onboarding test plan · Camila Ortiz (Finalized interview transcript)

- **Date**: Confirm with the project lead

## Review

Confirm the owner, date and project before filing each task. A proposal in the transcript is not an accepted task.

## Try it in your workspace

In your workspace, connect a member’s MCP client, make the source records available to that member, and ask for a draft. Shared-chat agents need their own workspace setup. Starlings provides the context and tools; your chosen agent produces the result.

## What is available today

- **Finalized transcript and AI summary delivery**: Mac: Works; iOS: Works; Web: Works.

- **Projects and leads, with their tasks and issues**: Mac: Works; iOS: Works; Web: Works.

[Read the product instructions](https://starlingshq.com/help/surfaces/work) · [Connect Claude over MCP](https://starlingshq.com/help/howto/connect-claude) · [Full capability and agent access status](https://starlingshq.com/features/status)

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Canonical page: https://starlingshq.com/use-cases/call-follow-up