For teams that sell on calls

Your team takes the calls.
Ziti does the work.

The follow-up drafted in your voice. The deal updated in the right portal. The handoff filed. Tomorrow’s calls briefed. You approve every send.

See the plan before anything runs · Approve every write · Every run audited

Built for

Agencies. Recruiting firms. Brokerages. Consultancies.

Nine CRM portals? Monday and ClickUp? No ops team? Built for exactly that. If your revenue moves through conversations, the admin those conversations create is what Ziti owns.

The loop

Your calls create work. Ziti does it.

  1. 01

    Something happens

    A call ends. A deal hits a stage. A thread goes quiet. An invoice comes due.

  2. 02

    Ziti does the work it creates

    The follow-up drafted in your voice. The record updated in the right system. The handoff filed. The brief written.

  3. 03

    You hit send

    Everything waits as a draft or a held write. Approving is your whole job. Sending stays yours.

You approve the plan, and every write, before Ziti touches your tools

The trust contract

Built to be trusted with your name on it.

01

Drafts first. Sends only when you approve.

Ziti writes it. You fire it. Nothing reaches a client without your hand on the send.

02

Your exact voice.

Drafts read like you wrote them, learned from how you actually write. No template smell.

03

Quiet when there's nothing.

No busywork digests, no noise. If nothing needs you, you hear nothing.

04

Records that are true.

Stages, notes, and handoffs land in the right system and match what actually happened on the call.

Under the promises: a plan you approve before anything runs, one-click approval on every write, and an audit trail on every run

Running in production today

The work your calls create. Done.

Post-call CRMAfter every call

Update the right deal in the right portal after every sales call.

Connected: Fireflies · HubSpot · Calendar
Pitch follow-upsWeekdays · 17:00

Draft the follow-up for every pitch, deck attached, in my voice.

Connected: Fireflies · Gmail · Drive
HandoffsWeekday mornings

When a contract goes out, file the handoff so delivery never misses it.

Connected: HubSpot · Monday · ClickUp
ReceivablesWeekdays · 08:00

Chase every overdue invoice in my voice, drafts ready to send.

Connected: Xero · Gmail
Call prepWeekdays · 07:00

Brief me on every external call on today's calendar.

Connected: Calendar · HubSpot · Slack
PipelineMon · 09:00

Brief me on pipeline movement across every brand, every Monday.

Connected: HubSpot · Slack
One of the few AI platforms that doesn’t just help you think, but reliably puts your GTM and ops work on autopilot across the tools you already use.
Hari ValiyathCo-Founder & CBO, Pixis

A run, in real time

Watch the loop close, line by line.

A call ends, and the work it created gets done: the deal updated, the note posted, the follow-up drafted. Every step visible, every write held for you.

ziti — deal-updates
Deal updatesRUNNING
After every call · Fireflies + HubSpot + Gmail + Slack
  1. 10:32:01OKCall completed detected (Fireflies)
  2. 10:32:02Reading transcript: Acme Roofing, 41 min…
  3. 10:32:04OKDiscovery call. Budget and services discussed.
  4. 10:32:05Matching the deal across connected portals…
  5. 10:32:07OKDeal found: Acme Roofing · Discovery stage
  6. 10:32:08Staging: stage → Consult Completed + call note…
  7. 10:32:09OKHeld for your approval
  8. 10:32:41OKApproved (one click, from Slack)
  9. 10:32:42OKDeal updated · note posted
  10. 10:32:44Drafting follow-up in your voice…
  11. 10:32:46OKDraft in your Gmail. Sending is yours.
10:32:47
A live run of “Update deals after every call.”

One place, everything running

Your missions, at a glance.

Every mission, schedule, and run in one view, with a status you can trust because every step is logged.

Ziti

Missions

6 active · 2 paused · 184 runs this week

Active missions

6

+2 this week

Runs · 7d

184

98.9% success

Follow-ups drafted · 7d

52

Every send was yours

Records kept true · 7d

213

Stages, notes, handoffs

Active missions

MissionScheduleToolsLast runStatus
Update the right deal in the right portal after every call.After every callFireflies + HubSpot2m agoRunning
Draft the follow-up for every pitch, deck attached.Weekdays · 17:00Fireflies + Gmail1h agoIdle
Chase every overdue invoice in my voice.Weekdays · 08:00Xero + Gmail4h agoIdle
File the handoff when a contract goes out.Weekday morningsHubSpot + Monday18m agoRunning
Brief me on every external call on today's calendar.Weekdays · 07:00Calendar + Slack3h agoIdle
Brief me on pipeline movement, every Monday.Mon · 09:00HubSpot + Slack3d agoIdle
Mission dashboard.

Connects to the tools you already use

Secure, scoped access.

Ziti asks for only what each mission needs, never more.

  • HubSpotHubSpot
  • SalesforceSalesforce
  • GmailGmail
  • SheetsSheets
  • CalendarCalendar
  • DriveDrive
  • GongGong
  • Google AdsGoogle Ads
  • Zoho BooksZoho Books
  • XeroXero
  • QuickBooksQuickBooks
  • SlackSlack
  • Monday
  • ClickUp
  • Fireflies
  • more via Pipedream

Built on Pipedream’s network. New connectors added on request.

Your calls create work.
Stop doing it.

Ziti drafts the follow-ups, keeps your records true, files the handoffs, and briefs your day. You approve every send.