To-dos FAQs

Gong monitors your email, and we mark to-dos as done when we identify that you sent a follow-up mail. Sometimes, typically if you sent a follow-up email during or just after the call, we might miss it and miss marking the to-do done.

Yes, it does. The first time you click WRITE EMAIL, Gong asks you for permission to write emails. Giving Gong this permission means the emails you compose in Gong are integrated with your email client (Gmail or Office365) and sent directly from them. This means:

• Emails you send appear in your client Sent folder.

• Emails you compose but don't send appear in your email client Drafts folder.

• If the to-do was triggered from an existing email thread (for example, an Out of Office reply), the email is included in the existing thread in your email client.

Yes, they are! Emails sent from Gong are tracked for "Email open" events and "Email links clicked" events, and are displayed as events in the deal activity timeline.

If you’re a tech admin, you can opt out of this capability for your entire account. To do this, go to Company Settings and in the Data Capture section, select the email provider that you integrate with Gong (Gmail or Office 365). Under Connection Import Settings, deselect the Allow team members to send emails via Gong toggle.

The access period for shared call is defined in your company settings. Contact your Gong admin to change the default.

AI-generated to-dos are removed after 7 days in order to keep your to-dos current and relevant.

Gong picks up action items that were mentioned on the call by you or other attendees, and surfaces them in the to-do to make sure you don't miss anything in your follow-up.

No. Calls that are less than 10 minutes long, or only include participants from your company, do not trigger a to-do to follow-up.

To-dos will show for organizations with a CRM integration and with emails imported to Gong. If you think you should be seeing to-dos, talk to your Gong admin.

When a contact or lead is deleted in the CRM, their flow is stopped, and any associated flow to-dos are deleted from Gong. Any associated non-flow to-dos created manually by you or other team members will not be deleted.

Fully supported in languages besides English: call/meeting follow up, meeting confirmation, intro, no next meeting

Partially supported in languages besides English: nudge, response, back from OOO

For AI-generated follow-up emails, they are generated in the same language as the call.

Auto emails will only appear in your to-do list if they fail to send, in which case they become manual emails. Auto emails can fail to send if:

• There are missing variables

• The thread is missing

• The recipient email address is missing

• Your email account was disconnected

To find out why your auto email didn't send and send it manually, go to the To-dos page and hover over the to-do to.

If the contact or lead has an email address that's marked as invalid before the email gets sent, we convert that auto email to a manual email that appears on the rep's To-dos page. The rep can then replace the email address and resend the email.

If an email bounces, we:

• Automatically mark the email address as invalid

• Automatically pause the person's flow

• Generate a to-do for the rep to replace the email address and send again

• Automatically save that new email address for the contact or lead to prevent the next email from bouncing

If your auto emails are still being sent to email addresses that are marked as invalid in Gong, contact support.

The sender/to-do assignee is the person who adds the contact/lead to the flow. If flow rules are set up, the to-do assignee and sender can be specified by a rule.

Check out the Gong Academy course on generating pipeline to learn how to-dos can help you manage your daily activities and prioritize the actions that are most critical for your pipeline's success.