Retention
On demand
Customer Commitment Tracker Agent
Keep customer promises in view.
Keep track of promises made to customers and flag actions that are due or still unfinished.
Track Maple's reporting commitments.
- Read Email · 20 Oct
What it does
Find promised work that is due or unfinished.
Keep track of promises made to customers and flag actions that are due or still unfinished. Built for customer success and delivery owners.
Capture explicit promises
Provide meeting notes, email commitments and the related tasks. Meeting excerpts and delivery evidence can help separate promises from completed work.
Clarify owners and dates
Extract who promised what and when, then check the evidence of completion.
Verify promise delivery
Get a commitment list with owners, deadlines and reminders for outstanding work.
How it works
Keep track of promises made to customers and flag actions that are due or still unfinished. Built for customer success and delivery owners.
- Approved documents and context
- Explicit commitment criteria Customer acceptance requirements Optional: attributed meeting excerpts and follow-up correspondence, to recover the exact promise, owner and agreed timing. Optional: linked delivery records and customer acknowledgements, to check whether the promised outcome was actually accepted.
- Make commitments easier to manage
- Bring original promises, agreed dates and named owners together so the team can review what it has committed to deliver.
- Follow up before work gets forgotten
- See due or incomplete actions and the checks needed to confirm completion, giving owners a focused follow-up list.
- Gmail · Read customer commitments (read)
- Extract explicit promises from authorised correspondence.
- Asana · Read delivery evidence (read)
- Track accountable work and blockers.
- Salesforce · Read account promise register (read)
- Reconcile existing commitments without duplication.
- Human review and permissions
- Named owner confirms interpretation and proposed date changes.
01Gather the context
Bring together the relevant information from Gmail, Asana, Salesforce.
02Check what matters
Extract who promised what and when, then check the evidence of completion.
03Prepare the result
Explicit promise, owner, date, ambiguity and completion evidence. Missing owner or due-date questions.
04Review proposed changes
Named owner confirms interpretation and proposed date changes.
Integrations
Gmail
Microsoft Outlook
Projects & tasks
Asana
ClickUp
Jira
CRM
Salesforce
HubSpot
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Keep customer promises visible until completion, with clear ownership and less manual chasing.
- Make commitments easier to manage
- Bring original promises, agreed dates and named owners together so the team can review what it has committed to deliver.
- Follow up before work gets forgotten
- See due or incomplete actions and the checks needed to confirm completion, giving owners a focused follow-up list.
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Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.