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Gong provides recommended to dos to enhance communication with prospects and customers. These to dos include meeting follow-ups, email responses, Out of Office reminders, nudges for replies, introductory emails, meeting confirmations, and reminders for scheduling future meetings. The timing of these to dos is based on best practices, and they are automatically generated to keep deals moving forward. The to dos are removed after a certain period to maintain task list relevance. Gong's AI generates suggested email drafts and provides links for easy follow-up actions. Customization options are limited, and the to dos are currently fully supported in English only.
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.
I had a meeting, but I'm not getting the meeting follow-up to-do. Why not?
This to-do is generated for the person who owns the call, so if you participated in the call but you are not the owner or the meeting organizer (for a non-recorded call), you will not get this to-do. Read more on viewing meetings without scheduled recordings.
This to-do is generated for the person who owns the call, so if you participated in the call but you are not the owner, you will not get this to-do.
If you already sent an email from an email client towards the end of the meeting or after the meeting, you will not get this to-do.
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.
I sent a link with several possible slots. Will I still see this to-do?
Yes, if you sent a link with several possible slots, through integrations such as Calendly or Chili Piper, this to-do will appear until the person chooses one of the slots
I sent a Google Calendar invite. Will I see this to-do?
No, you won't. Once a calendar invite has been sent, Gong sees that you have an upcoming meeting. If no one accepts the meeting, you'll receive a meeting confirmation to-do before the meeting is set to take place.
I have no next meeting scheduled, but I don't see this to-do. Why not?
The to-do is triggered by a recorded call with someone related to an open deal. If there was no initial call recorded, or if the contact isn't related to an open deal, it won't appear.
I have a next meeting scheduled, but I'm still seeing this to-do. Why?
If you've scheduled a non-recorded meeting, Gong won't recognize it unless you have non-recorded meetings import enabled. To set up non-recorded meetings import, contact your tech admin. Read more on viewing meetings without scheduled recordings here.