Gong-recommended to-dos

Gong-recommended to-dos

These to-dos are generated by Gong to help you stay on top of your communication with prospects and customers and keep deals moving forward. 

While not currently customizable, the timing for Gong-recommended to-dos is based on best practices. You can take action directly from a Gong to-do by clicking Write email.

Note that Gong to-dos are not triggered by internal email responses. For example, let's say you send an email to a lead and cc your manager. If your manager replies to this email, you won't receive a Gong-recommended to-do. If the lead replies to this email, you will receive a Gong-recommended to-do.

Currently, Gong to-dos are fully supported in English only. Other languages are only partially supported.

Gong-recommended to-dos are removed after 7 days in order to keep your task list current and relevant, except for the Response to-do which is removed after 30 days.

These are the Gong-recommended to-dos currently available in Engage, stay tuned for more:

Meeting follow-up

Following up on phone calls and web meetings with an email keeps the conversation fresh and open. This to-do:

• Reminds you that you had a call or meeting with someone, and when it was

• Includes their company name

• Includes any action items that were discussed during the call

From here, you expand the to-do to see what the next steps are for you and the prospect or customer. Click on a timestamp to review the part of the call where that next step was discussed. You can also write an email to the people who were on the call. The email includes AI-generated suggested follow-up text and a link to the call that expires in 5 days. The AI-generated email draft is created based on the transcript of the call or meeting and will be in the same language as the call.

This to-do is removed after 7 days.

Note

There are two versions of this to-do, one for recorded calls and one for non-recorded meetings. Email follow-up templates for recorded calls include a link to the call itself, while templates for non-recorded meetings do not.

Email follow-up

To keep your deals moving forward, it's important that you get back to people quickly when they email you.

This to-do is generated for deal owners when Gong's AI detects a deal-related email that requires a response. Gong completes the to-do when we detect that you've replied through Gong or your email provider, or when you mark it as complete. 

It shows you:

• That someone emailed you

• Which company they're from

• A snippet of the email they sent

• When the email was sent

From there you can view the email or write a response.

This to-do is removed after 7 days.

When will I get an email follow-up to-do?

If you receive an email that you should respond to and you don't respond within 30 minutes, a to-do is created for you.

What kind of emails generate to-dos?

We'll only remind you about emails that you should be replying to to keep the deal moving forward. A to-do is only created for deals that haven't closed (lost/won). Gong's AI is selective about which emails are response-worthy, so don't worry, you won't get spammed with reminders.

Who gets email to-do reminders?

Only owners of an opportunity get email to-do reminders for their opportunities.

Back from OOO

When you send an email and receive an Out of Office reply, you'll want to follow up with people when they're back in the office. The Back from OOO to-do reminds you when someone is back, based on the dates in their Out of Office message. You'll receive this to-do:

• The morning after someone returns to the office. This is so you aren't sending them an email as soon as they return when they are probably flooded with other emails

• If you are an opportunity owner

• If the deal is not closed

• If you haven't sent an email to the person in the last 3 days.

The to-do is automatically dismissed if you send an email or if 14 days have passed since they returned. The to-do has a link to write an email, which includes AI-generated suggested text, so you can easily follow up.

If you get an Out of Office response from someone in a flow but Gong can't detect a date of return, that person's flow will not be snoozed. The flow will continue as planned.

The AI-generated email draft is created based on the original email that was sent to the person and the Out of Office reply that was received.

This to-do is removed after 7 days.

Nudge

When you send someone an email, you want to make sure they've seen your email and have replied in a timely fashion. The nudge to-dos remind you to reach out if you haven't heard back from them. You'll get a nudge to-do if:

• You are an opportunity owner

• You haven't received a reply to an email you sent 72 hours ago.

• The deal is not closed.

• The person isn't Out of Office.

This to-do is automatically dismissed if you send an email to the person, or if the person responds. The to-do has a link to write an email, which includes an AI-generated suggested email draft, so you can easily follow up.

The AI-generated draft is created based on the previous email you sent to the person.

This to-do is removed after 7 days.

Intro

When you're set to meet someone for the first time, it's important to make sure they attend the meeting. Before you've met, you don't yet have an established relationship, and there's a chance they won't feel obligated to attend the meeting.

One of the best ways you can ensure someone attends an intro meeting is by sending an introductory email a day before the meeting. Sending an email helps set expectations for the meeting and most importantly, creates more of a sense of obligation for them to attend.

The Intro to-do helps you remember to send an intro email before your first meeting with someone. You'll get this to-do:

• If you are the opportunity owner for the deal, even if you're not the meeting host

• It's your first meeting with the person and you haven't owned an opportunity in the account in the past 12 months

• At 6 AM the day before the meeting

• If you've never sent an email or had a meeting with the person

The Intro to-do will remind you to confirm your meeting with a template you can customize before sending.

This to-do is removed after 7 days.

Meeting confirmation

Making sure your scheduled meetings are set to take place is important so that you make the best use of your time and ensure that your pipeline keeps moving forward.

This to-do reminds you to confirm that your guests are attending your meeting. You'll get this to-do:

• If none of the required guests have accepted the meeting

• At 4 pm on the day before the meeting

• You are the opportunity owner for the deal associated with the meeting

This to-do will remind you to confirm your meeting with a link to write an email, providing an AI-generated suggested email draft. This AI-generated draft is created using the subject, date and time of the meeting.

This to-do is removed after 7 days.

No next meeting

Making sure you have a meeting on the calendar is crucial for keeping deals moving forward. When there’s no meeting scheduled to follow a call or meeting you had, this to-do is here to remind you.

The no next meeting to-do:

• Reminds you that you have no next meeting scheduled with someone

• Appears approximately 2 days after a call or meeting with someone, and only if Gong doesn’t see any upcoming meeting with this account within the next 3 months

• Expires after 7 days

• Is only sent to opportunity owners who have CRM and calendar integrations, and who are importing emails.

From this to-do, you can go to the last call if it was recorded, or write an email to the people who were in the call or meeting. You can dismiss the to-do or mark it as complete.

This to-do is removed after 7 days.