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A follow-up records what needs to happen next with a lead and whether anyone did it. Action items extracted from a meeting become follow-ups automatically, and you can add your own.

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Where follow-ups come from

From a meeting

Analysis extracts commitments made during the conversation — “send the pricing sheet”, “introduce them to the technical team” — and turns them into follow-ups without anyone taking notes.

Added manually

Anything you decide afterwards, or anything from a conversation that wasn’t recorded.

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Working follow-ups

A lead detail screen showing captured fields and the actions available, including adding a meeting recording.

Follow-ups live on the lead, alongside everything else about them

Open a lead to see its follow-ups. Mark them complete as you go — that’s what feeds action completion, which shows managers who is actually closing the loop and who is collecting promises. You can attach files to a follow-up, so the thing you sent is recorded alongside the fact that you sent it.

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Follow-ups and your CRM

Action items sync to your CRM as tasks on the lead’s record, so reps who live in the CRM see them without opening Tap.
Completing a follow-up in Tap and completing the equivalent task in your CRM are separate actions. Pick one place as the system of record for your team and be consistent — otherwise the completion numbers in insights won’t reflect reality.

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Why completion is worth tracking

The gap between “we had a great conversation” and “we did the thing we promised” is where most event pipeline dies. Follow-up completion makes that gap visible at the point where it can still be fixed.
A rep with high capture volume and low completion isn’t lazy — they’re usually overloaded. Reading the two numbers together tells you whether to coach or to redistribute.

See it across the team

Action completion in insights.