Customer success task tracker with Gong and Salesforce integration
Build an app for tracking tasks agreed upon by our customer success team with customers. The idea is that during a call with our customers, our customer success managers (CSM) and customer success engineers (CSE) often have to take work off the call to complete and then share back with the customer when the task is done. I want to use Gong to collect the call transcript and any tasks our CSM and CSEs agreed to and then place them on a Kanban board for tracking and ticking off. We do not have a Gong credential yet, so please use sample data. The board should also allow the CS person to add their own tasks. The board should be broken out by customer, and be collapsible by customer. Tools used: Gong, Salesforce (to map tasks to the correct CSMs/CSEs), sample data (no live Gong credential yet)
What this prompt builds
This workflow tracks commitments made by customer success teams during customer calls by pulling conversation data from Gong and organizing agreed-upon tasks on a Kanban board. It integrates with Salesforce to map tasks to the correct CSMs and CSEs based on account assignments, creating a centralized system for tracking and completing customer requests. Teams can manually add tasks, view items by customer, and move cards through statuses as work progresses.
The problem
Customer success teams often commit to action items during calls but lack a centralized system to track what was promised and ensure follow-through. CSMs and CSEs need visibility into all open commitments across accounts without manually combing through call notes or risking dropped tasks. This workflow solves that by automatically pulling agreed-upon tasks from Gong call transcripts and organizing them on a Kanban board, synced with Salesforce to assign the right owners and provide a single source of truth for customer commitments.
Solution and impact
The workflow creates a centralized task tracking system that captures commitments directly from customer conversations and organizes them by account on an editable Kanban board. By integrating Gong for call data and Salesforce for account ownership, it ensures the right CSMs and CSEs see their tasks without manual data entry. Teams save time previously spent piecing together call notes, reduce the risk of missed commitments, and improve customer satisfaction through more reliable follow-through.