Automation · Sales and quoting

Confirm on WhatsApp what was agreed in a sales meeting recorded with tl;dv

An AI agent finds the customer's sales meeting in tl;dv and confirms on WhatsApp the price, terms and agreements, quoting what was said.

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How do I confirm on WhatsApp the price and timelines we gave the customer in the meeting?

A Met connected to tl;dv, when the customer writes on WhatsApp to pick up what was discussed in the sales meeting, finds that meeting by their name and the date, checks the attendees to confirm that person was there, reads the notes by topic and confirms the price, timelines and agreements. If the customer is unsure about a detail, the Met looks it up in the transcript and tells them exactly what was said and who said it. Everything comes from what tl;dv recorded; the Met changes nothing in your account.

What starts it

When the customer writes

It starts when a customer writes on WhatsApp after a sales meeting to ask about the price, the timeline or what was left pending. There is no trigger to configure: the Met assigned to the line runs the procedure inside that conversation.

Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.

Who runs it

Sales Met that picks up meeting agreements

Sales team

This is not a named, seeded Met. It is the Met that already runs the sales conversation on WhatsApp, with tl;dv connected. Its work ends when the customer has in writing what was agreed in the meeting and the sale can move on without repeating the call.

Run by the sales closing Met

Channels: WhatsApp

What you need connected

tl;dv Automate and collaborate

5 steps · 5 tools

The procedure, step by step

Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.

1
Know which account it reads from

The Met checks the profile of the tl;dv account that authorized the connection. That tells it whose meetings it will search and, if someone else recorded the meeting, it says so instead of answering that it does not exist.
- get_user_profile tl;dv
2
Find the customer's meeting

The Met searches for the meeting by the customer's or their company's name, the approximate date and a keyword from the topic, such as the proposal or the product. If several show up, it asks the customer which one.
- search_meetings tl;dv
3
Check the customer attended

Before sharing anything, the Met gets that meeting's details, with the date, duration and attendees, and checks that the person writing is among them.
- get_meeting_metadata tl;dv
4
Read the agreements in the notes

The Met reads the notes tl;dv generated, organized by topic, and replies to the customer with the price, the timelines and what each side still has pending.
- get_meeting_notes tl;dv
5
Quote the exact sentence if in doubt

If the customer says they were given another price or timeline, the Met opens the transcript, finds the moment it was discussed and quotes the sentence with the name of who said it.
- get_meeting_transcript tl;dv

Before you start

What you need ready

The Met solves none of these for you. If one is missing, the automation stops there.

tl;dv on Pro or higher, connected in Met

Your team records its sales meetings with tl;dv on a Pro plan or higher. In Met, open Connections → tl;dv → Connect and authorize with the account that records those meetings.
A WhatsApp line with the Met assigned

The business connects its WhatsApp Business API line and assigns the sales Met. The answer happens inside that conversation; tl;dv remains the source of what was said.
An instruction on what it can share

In the Met's instructions, your team states which parts of a meeting can be shared with the customer and which cannot, for example margins discussed internally.

The limits

What this automation does NOT solve

Better said here than discovered halfway through the rollout.

It does not change the price or the timeline. If what was said in the meeting no longer applies, the Met repeats what was recorded and your team has to correct it in the conversation.
It does not find meetings tl;dv did not record or the connected account cannot see. A phone call or a call without tl;dv is left out.
It does not write anything in tl;dv. It does not tag the meeting, add notes or change the transcript: the five tools only read.
It does not replace the formal proposal. What the Met confirms is what was said; the quote or the contract still come from your sales process.