| Apr 16, 2026 | Fathom Call Recaps — 4 Client Follow-Up Emails | resimpli | Pulled Fathom call transcripts via the external API for 4 onboarding calls (3 from today, 1 from yesterday), generated full call recaps + follow up emails via the /call recap skill, saved all 4 as Gmail drafts to aldo@resimpli.com , and created matching ClickUp tasks. ClickUp tasks were then deleted |
| Apr 8, 2026 | Call Recaps — John Prince + Joshua Stevens | resimpli | Ran the /call recap skill for both Fathom calls recorded today (April 8). Fetched transcripts via Fathom API, generated structured recaps, drafted follow up emails, and saved both as Gmail drafts in aldo@resimpli.com. Fetched 2 calls from Fathom API (both recorded 2026 04 08) John Prince (Prince Inv |
| Apr 2, 2026 | Meet Desai Call Recap | resimpli | Ran the call recap skill for Meet Desai, a new REsimpli client from Maryland who had a 67 minute onboarding call today. Fetched Fathom transcript via API, generated structured recap + follow up email, and saved Gmail draft from aldo@resimpli.com. Fetched all 4 Fathom calls recorded today (Meet Desai |
| Mar 23, 2026 | REsimpli Call Recaps — 2026-03-23 | resimpli | Pulled today's Fathom call transcripts for Ryan Auger and Adam Painter (The Kind Home Buyer). Generated follow up emails with call recaps, action items, and porting instructions. Both saved as Gmail drafts in aldo@resimpli.com. Fetched Fathom API call list, identified today's two onboarding calls An |
| Mar 20, 2026 | Trusted Capital Homes Email Response — 2026-03-20 | resimpli | Drafted a professional response to Janine Rivera (IT Manager, Trusted Capital Homes) who escalated multiple support issues: warm lead import status mapping, under contract import limitation (miscommunicated on a Zoom call), Len Baez not receiving texts, and overall support quality concerns. Applied |
| Mar 18, 2026 | Tomomi Wang Call Recap — 2026-03-18 | resimpli | Pulled Tomomi Wang's Fathom call transcript from today, generated a structured call recap, and drafted a follow up email. Gmail draft saved to aldo@resimpli.com addressed to tomomi@gtahousebuyers.ca and jeannine@gtahousebuyers.ca. Fetched today's Fathom call via API (Tomomi Wang — GTA House Buyers, |
| Mar 17, 2026 | Call Recaps — 4 Fathom Calls — 2026-03-17 | resimpli | Pulled and processed all 4 Fathom call transcripts from today using the call recap skill. Generated structured call recaps, follow up email drafts, and saved all 4 drafts to Gmail. One call was a returning trial user (Nathan) still comparing REsimpli vs GHL — key conversion opportunity. Fetched all |
| Mar 16, 2026 | Keyland Burel Call Recap — 2026-03-16 | resimpli | Processed Fathom call transcript for Keyland Burel (KRB Affordable Living LLC) — first real onboarding call. Generated structured call recap, drafted follow up email, and saved Gmail draft. Enterprise client, mobile home wholesaling in Texas, team of 8. Pulled Keyland Burel call from Fathom API (62 |
| Mar 16, 2026 | Property Rush Onboarding Recap — 2026-03-16 | resimpli | Pulled the Rynna Diancin / Property Rush onboarding call from Fathom, generated a full call recap and follow up email, saved a Gmail draft addressed to rynna@propertyrush.com and diana@propertyrush.com. Also established a new feedback rule: skip ClickUp task auto creation on call recaps. Fetched Fat |
| Mar 12, 2026 | Call Recap Skill — 2026-03-12 | resimpli | Built a new /call recap skill for REsimpli that auto pulls Fathom call transcripts via API, generates structured call summaries with action items, drafts follow up emails in Gmail, and creates ClickUp tasks. Tested end to end with the Dan Roering / Kris Lindahl Real Estate call. Discovered and teste |
| Mar 12, 2026 | Call Recap Skill — 2026-03-12 | resimpli | Built a new /call recap skill for REsimpli that auto pulls Fathom call transcripts via API, generates structured call summaries with action items, drafts follow up emails in Gmail, and creates ClickUp tasks. Tested end to end with the Dan Roering / Kris Lindahl Real Estate call. Discovered and teste |
| Mar 5, 2026 | Trusted Homebuyers Onboarding + Skill Build | resimpli | Processed Jordan Ward / Trusted Homebuyers 74 minute onboarding call transcript Created full client profile with team breakdown (13 people), tech stack, migration plan, action items, personality notes Drafted concise follow up email (plain text, no tables — Gmail ready) Saved email as Gmail draft in |
| Mar 3, 2026 | Zahir No-Show Follow-Up + REsimpli Log | resimpli | Drafted rebook follow up email to Zahir (thedebonair.re@gmail.com) — no show on onboarding call Drafted REsimpli contact log entry for the no show event Saved REsimpli onboarding Calendly link to persistent memory under the REsimpli section |
| Mar 3, 2026 | Progress File Routing Rule | resimpli | Established rule: progress files go to the project folder that owns the work Created /Users/aldosiuschandra/Claude/REsimpli/progress/ directory (new) Moved 2026 03 03 zahir noshow followup.md from Automize REI/progress/ to REsimpli/progress/ Saved progress file routing rule to MEMORY.md under Prefer |