Trusted by the best

Captured & organized,
just how you’d want

Auto-captured, without a miss

Sybill captures every action item from your meetings and emails—mapping
the right due date, assignee, and more—so you never miss a follow-up.

Organized by deals, in a single view

Sybill accurately captures the next steps for everyone on the call, along with key takeaways to dive deeper.

Your all-in-one task manager

Add tasks manually—even those not tied to 
deals—so Sybill becomes your all-in-one task manager.

Tracked & marked done, automatically

Sybill detects completed tasks from your meetings and emails, marking them as done for you.
Just review and keep things moving—or check them off yourself.

Executing tasks takes time,
not with Sybill’s Agents.

Sybill’s AI agents don’t just manage your action items—they execute them. From  follow-up emails to mutual action plans, they handle the busywork exactly how you would, saving you hours.

Integrations

Fits right into your workflow

Testimonials

Don't just take our word for it, hear it yourself

Frequently Asked Questions

Why don’t I see some of my next steps on this page?

This page only shows next steps within the last 30 days and the next 30 days. If you are looking for tasks beyond this range, please check the specific deal or meeting where they were created.

Can I assign next steps to other team members?

Currently, the Next Steps page only shows tasks assigned to you. However, you can manually create next steps and add assignees there.

How do I remove completed tasks from my view?

Click on the ‘Completed’ toggle to hide or show completed next steps in your list.

Can I bulk complete multiple next steps at once?

At the moment, each next step needs to be marked complete individually. However, auto-completion will soon streamline this process.

Can I integrate Next Steps with other tools?

Yes! Sybill integrates with your CRM, automatically pulling in action items and next steps to keep everything aligned.

SECURITY

Your data is safe with us

Your data is safe with us