Follow-up tasks created automatically from your conversations
A phone call, a WhatsApp call, a Zoom meeting or a WhatsApp conversation where a customer asked for something or a question went unanswered creates an automatic follow-up task on the task board, right on the customer's CRM card - with nobody needing to approve it first.
What an automatic follow-up task is
An automatic follow-up task is a task the platform creates on its own, with nobody asked to approve it, from something said or written in a conversation. In Lynxbe this runs across four channels: a phone call transcript, a WhatsApp call transcript, a Zoom meeting transcript, and the WhatsApp conversation itself (text and voice notes). When a customer request, an unanswered question or an action item in a call summary is detected, a task opens on the customer's CRM card, with an owner, a due date and a quote of what was actually said - and you can go from it straight back to the conversation or recording it came from.
What follow-up tasks actually do
A task from a phone call with no manual approval
When a phone call summary identifies an action item, the platform opens a follow-up task on the customer's card automatically - not a suggestion waiting for approval, a task that already exists on the board.
A task from a recorded Zoom meeting
A transcribed and summarised Zoom meeting is checked for action items the same way a phone call is, and a task opens on the customer's card who attended the meeting - meetings from the last 14 days are checked.
A task from a WhatsApp conversation - text, voice note or call
A request or an unanswered question in a typed WhatsApp conversation, and an action item from a transcribed WhatsApp voice note or call, each is detected and opens a follow-up task on that same customer - not only from phone calls.
An owner and a due date for every task, with no manual setup
Every task that opens gets an owner based on the business's own assignment rules and a due date, with nobody needing to open the task and fill in fields for it to be usable.
A quote and a link back to the source
Every follow-up task carries the exact quote it was created from and a link that opens the conversation, the recording or the meeting at that point - so you can check for yourself what was actually said.
No duplicate task for the same thing
Every task carries a unique source id, so the same request or question does not open two tasks even if the automatic scan passes over it twice.
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Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.
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Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.
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Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.
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Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences
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Invoicing + Payments + Email
Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered
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Voice + CRM + Analytics
Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance
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SMS + WhatsApp + Booking
Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels
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Voice + WhatsApp + AI
Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved
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CRM + Booking + Invoicing + Payments
New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM
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CRM + AI + WhatsApp + Analytics
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Deal Closing Machine
CRM + Contracts + Payments + Email
Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed
Automatic follow-up tasks FAQ
Is the task created automatically or does someone need to approve it
Which channels create follow-up tasks
How do I see where a task came from
Can I turn off automatic follow-up tasks for a specific business
Does this require the CRM to be open on the plan
Are tasks from phone calls and Zoom meetings included in every plan
We will show you how a call, a Zoom meeting or a WhatsApp conversation turns into a task on the customer's card, with no approval step in the way.
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