Clariox · Client follow-up tool
A client follow-up tool that drafts the follow-up for you.
Paste the call notes or forward the thread. Clariox returns a follow-up written the way an account lead writes one: what we’re doing, what we need from you, and what currently puts the date at risk.
The follow-up is a commercial document
Most teams treat the post-call email as admin — a courtesy, written when there is time, which often means never. That undervalues it. The follow-up is the only artefact from the conversation that both sides keep, and it quietly does three jobs:
- It sets expectations while the client still remembers agreeing to them
- It moves work to the client’s side of the table in writing, which is the only place it can be chased from
- It protects scope, because “as discussed on Thursday” is worth more than a memory in six weeks
A recap sent nine days later does none of these. By then the client has formed their own version of the call, and yours reads as a correction rather than a record.
This is why speed matters more than polish here. A plain follow-up sent the same afternoon beats a beautifully written one sent next week — the window in which it can still set expectations closes fast.
What Clariox puts in the draft
The structure is always the same three blocks, because that is what makes a follow-up useful rather than decorative.
What we’re doing
Your commitments, with the dates attached. Written as statements of fact, not intentions — “the media plan reaches you Monday 4 August”, not “we’ll aim to get you the media plan soon”.
What we need from you
Client-side actions, named and dated. This is the block most people leave out of hand-written recaps, and it is the one that decides whether the project slips.
What’s at risk
Stated plainly, once. If a legal review is the only thing standing between you and the launch date, the client should read that in a sentence rather than infer it from a status column three weeks later.
It reads threads in order
Forwarded threads are where hand-written recaps fail most often. A date gets set in message four, questioned in message seven, and quietly changed in message eleven — and whoever writes the recap remembers the version they read most recently, not the one that is actually current.
Clariox reads messages in sequence and uses the latest position rather than the loudest one. Where something was superseded, it says so, so you can see that a decision changed rather than wondering whether you misread it.
Worked example — a thread nobody wants to re-read
> From: Elena Fischer > Re: Re: Phase 2 — signage > > Sorry, ignore what I said Tuesday about the signage > going to print on the 8th. Facilities moved the > installation, so we now need artwork by the 22nd, > not the 8th. > > > From: Marc Oduya > > The typeface licence — our procurement won't sign > > the agency-wide one. Can we do per-seat instead? > > Need to know cost before Friday. > > > > From: Elena Fischer > > > Also the interior photos you sent are lovely but > > > they're the old reception. We moved floors in May. > > > > > From: Marc Oduya > > > > Signage artwork to print by the 8th, confirmed.
Detected in this input
- A superseded date — the 8th was confirmed early, then withdrawn later in the thread
- A cost question with a deadline — per-seat licensing, answer needed before Friday
- A reshoot nobody has priced — the reception moved in May
- Re-plan signage artwork to the 22nd — the 8th is withdrawn
- Price per-seat typeface licence and send before Friday
- Quote a reshoot of the new reception — out of current scope
- Confirm the new installation date with Halden facilities
Draft, ready to edit
Subject: Halden phase 2 — revised signage date, and the licence question
Elena, Marc — pulling this thread into one place so we’re working from the same dates.
What we’re doing. Signage artwork now targets the 22nd rather than the 8th, following the installation move — we’ve re-planned around that. Per-seat licence costs reach you before Friday.
What we need from you. Elena, could you confirm the installation date directly with facilities? The 22nd only holds if that’s firm.
One thing to flag. The interior photography shows the old reception, so phase 2 needs a reshoot. That wasn’t in the original scope — we’ll send a cost on Monday rather than absorb it silently.
Why the draft names the awkward thing
The reshoot is the interesting item. Elena mentioned the old reception photos in passing — a compliment wrapped around a problem. In a hand-written recap it usually disappears, because it is not a request and nobody wants to be the one to raise cost.
Two months later it becomes an argument about whether a reshoot was ever in scope. Naming it in writing on day one costs you an uncomfortable sentence; not naming it costs you the argument.
Clariox flags anything the client assumed but nobody quoted for as unquoted scope, and puts it in the draft as a stated next step rather than a buried caveat.
Questions
About the drafts
Does it send the email itself?
No. Clariox produces a draft and you send it. Nothing leaves your account automatically — a follow-up is a commercial document, and the last read should always be a human one.
Will it sound like a robot wrote it?
The draft is deliberately plain: what we’re doing, what we need from you, what’s at risk. No opening pleasantries, no padding. Most people change a sentence or two and send it. If your house style is warmer, edit the top line — the structure underneath is the part worth keeping.
Can it read a long email thread rather than notes?
Yes, and threads are where it earns its keep. It reads messages in order, so when a date moves in message four and moves again in message eleven, the draft reflects the latest position rather than the most emphatic one.
How fast is it in practice?
Under a minute for a typical call or thread. That speed is the whole point — the follow-up goes out the same day, while the client still remembers the conversation and expectations can still be set rather than corrected.
Forward us one thread you’ve been avoiding.
We’ll send back the follow-up draft Clariox writes from it, along with the actions and owners — usually within one working day.