Use validated APIs, read-only access or controlled exports from the tools you already trust.
Wake up to the revenue picture already assembled.
GoKati connects approved calendars, CRM or pipeline data, meeting records and account signals, then runs scheduled command loops that show what changed, what needs action and which drafts await approval.
Check meetings, follow-up, pipeline changes and open actions on an agreed schedule.
Receive CRM notes, follow-ups and recommendations as drafts before anything sensitive changes or gets sent.
Meeting-to-Action Operator Pack
Stop letting valuable conversations dissolve into scattered notes, missing owners and unbooked next steps. Turn an approved transcript into a verified action register, customer follow-up and CRM-ready record.
A transcript is not an operating system.
- Separate evidence, decisions, actions and open questions.
- Make every real owner and agreed date visible.
- Flag proposed—but unbooked—next meetings.
- Prepare customer-safe follow-up and CRM-ready notes for approval.
Each GoKati resource has its own email form and permanent download route.
The old and new resources now work together.
Research the account
Build the evidence base: facts, hypotheses, unknowns, stakeholders and sources.
Get the research checklistPrepare the conversation
Turn that research into one objective, three hypotheses, five questions and BAMFAM.
Get the discovery briefTest the AI workflow
Score what the workflow produced, where it was credible and where an operator still needs to intervene.
Get the scorecardChoose the workflow you want to improve.
10-Task AI Leverage Scorecard
Find the repetitive work that is genuinely worth delegating before adding more tools.
Get the scorecardJob Search Pipeline Starter Pack
Structure applications, evidence, documents and next actions as one manageable pipeline.
Get the starter packEnterprise Account Research Checklist
Turn public evidence into facts, hypotheses, stakeholder questions and a decision-ready account brief.
Get the checklistDiscovery Call Brief Pack
Prepare one meeting objective, three hypotheses, five questions, stakeholder branches and an agreed exit.
Get the briefAI Sales Workflow Scorecard
Evaluate an AI-assisted sales workflow across evidence, commercial fit, stakeholder thinking, meeting control, follow-up and human judgement.
Get the scorecardMeeting-to-Action Operator Pack
Convert approved meeting transcripts into verified decisions, owners, dates, follow-up drafts, CRM continuity and a clear human approval gate.
Get the operator packThe administration gets done before it reaches you.
Morning revenue command
See meetings, pipeline movement, stale follow-up, priorities and exceptions in one dated view.
Meeting-to-action
Turn approved transcripts and notes into decisions, tasks, CRM-note drafts and follow-up drafts.
Account and opportunity signals
Combine approved CRM, account and research inputs into a clear next-action queue.
Managed AI administration
GoKati monitors the agreed loops, maintains the operating rules and fixes exceptions instead of handing you another prompt pack.
Show us the administration you want removed.
Describe the tools involved, what someone checks or rebuilds each day and which actions must stay under human approval. Andre will review whether GoKati can connect and run the workflow for you.
This form is for service enquiries. Free resources continue through their separate Kit forms and permission-based email delivery.
Commercial operator and AI workflow builder.
Experience first. AI second.
Andre has spent roughly fifteen years working across enterprise software, sales, procurement, CRM, data products and operational workflows. GoKati installs the practical systems he built to reduce daily research, preparation, follow-up and reporting administration.
If you have a repeated workflow that costs time, attention or revenue, start with the scorecard. If the opportunity is real, GoKati can connect it, run it and maintain it with approval gates around important actions.
Browse the free resources