How Scurry works

From the meeting you just had
to the follow-up it deserved.

Your meetings already happen and your transcripts already exist. Scurry reads them and drafts the follow-up sequence from what was said, then queues it for your own inbox. Set up once, and keep the notetaker you already use.

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Meeting transcript tools
Input
Your meeting tool
Fireflies · Otter · Gong
Fathom · tl;dv · Read.ai
Scurry squirrel mascot
Processing
Scurry
Analyzes · writes · filters · schedules
Output
Your inbox
Emails send from you
Gmail or Outlook · OAuth
Your setup

Three things. Done once.

One-time setup for automatic meeting follow-up emails. After this, you don't open Scurry unless you want to.

01
Transcript source

Connect the tool that records your meetings

Fireflies connects directly inside Scurry: connect the account once and new transcripts come through on their own. Otter, Gong, Fathom, tl;dv, Read.ai and anything else connect via our open webhook endpoint.

Don't record your meetings yet? Tools like Fireflies and Otter are free to start and handle recording automatically. Get set up, then come back.
~30 seconds
Fireflies Native · direct connection
Connect in one click. Once connected, new transcripts come through on their own.
Also supported via endpoint
Otter logo
Otter
Gong logo
Gong
Fathom logo
Fathom
tl;dv logo
tl;dv
Read.ai logo
Read.ai
Transcript sources we have not integrated directly connect via the endpoint. One HTTP call per transcript. We send you the format when you connect.
02
Email

Connect your inbox via OAuth

Gmail or Outlook, secure OAuth. Emails send from your inbox, we never see your password, never send from our servers. Your prospects see your name, your email address, your domain. Replies come straight to you.

If Scurry disappeared tomorrow, your sent history still lives in your Gmail or Outlook. The emails are yours.
~20 seconds
, Select your email provider,
Gmail, you@yourcompany.com OAuth ✓
Outlook / Microsoft 365 Available
We never see your password. Credentials stay with Google or Microsoft.
03
Rules

Configure your workflow once

Set your brand voice with Universal Prompts. Choose sequence length. Add AI Filters for conditions like "only proceed if budget was discussed." Every future meeting inherits this. No drift. No exceptions.

Different meetings, different rules. Create multiple workflows for discovery calls, demos, renewals: each with its own voice, filters, and cadence.
VoiceWe-voice, no exclamation marks, first-name sign-off🔒
Length3 emails · days 0 / 4 / 10🔒
FilterIF budget_discussed == true → proceed🔒
FilterIF deal_stage ≠ qualified → hold🔒
Auto-stopOn reply from prospect🔒
That's your part. Everything below runs on each transcript that arrives.
Behind the scenes

What happens when a transcript arrives.

Transcript analysis and sequence generation, written from what was actually said. Six phases, none of which need you at the keyboard.

Transcript arrives

Transcript arrives

Moments after meeting

Your meeting ends. Your recording tool generates a transcript and pushes it to Scurry over a webhook: no copying, no pasting, no manual upload. We receive it, fingerprint it, and start working.

Incoming · Fireflies webhook
Davis:Seven AEs now, hiring five more by end of Q2…
You:And reporting? What breaks first at that size?
Davis:Pipeline by rep, forecast accuracy. Budget's $40k, approved.
Received · 2,847 words · queued for analysis
AI analyzes

AI analyzes the conversation

~60 seconds

Scurry reads the full transcript and extracts what matters: pain points discussed, budget mentions, objections, next steps agreed, decision-makers named and buying signals. Then The Read applies a private set of thoughtful questions to understand what is really happening, who matters, what the next message needs to do and what should never be put in writing. Every sequence starts from your actual conversation, not a template.

Meeting Intelligence + The Read · signals extracted
Budget$40k · approved
DeadlineEnd of Q2
PainPipeline visibility
DecisionCFO-driven
Team7 → 12 AEs
ObjectionNone raised
Sequence generates

Sequence generates

~90 seconds

A complete multi-touch email sequence is written: subject lines, body copy, spacing, and timing. Every email references specific details from the meeting. Your Universal Prompts lock in brand voice and formatting. Attachments are auto-matched from your Resource Library.

Sequence drafted · 3 emails
1 The weekly report your CFO wants, done In 1 hour
2 Did Thursday's sync land on the report? Day 4
3 Your new AEs start in two weeks, quick call? Pre-Q2
AI Filters check

AI Filters check

Before or after queue

Before anything queues, your AI Filters run. Set conditions like "only send if budget was discussed" or "skip if no next steps mentioned." Filters read the transcript content itself, not just metadata. If the conversation doesn't match your criteria, the sequence is flagged, not sent.

Filter gate · 3 conditions
IFBudget mentioned✓ pass
IFNext steps agreed✓ pass
THENQueue sequence for sendproceed →
Pre-send CRM check
Optional · Pipedrive only

Pre-send CRM check

At send time · not queue time

If you've connected Pipedrive, Scurry checks deal status at send time, not when the email was queued. If the deal moved stages, closed won, or closed lost since the sequence was created, Scurry adapts. No stale sequences hitting dead deals. CRM adds intelligence; the core product works without it.

Pipedrive · deal re-check
Timbre Labs, Q2 CRMOwner: you · $40k · 18 days open
Qualified
stage unchanged since queue · proceed send email 2
Emails send

Emails send from your inbox

On schedule

Emails queue and send on your configured cadence, through your own Gmail or Outlook. If your prospect replies, the rest of the sequence stops. You can review, edit, reschedule, or kill any email before it goes out. Do nothing and it sends on time.

Scheduled · sending from you@yourcompany.com
Today
10:42 AM
Email 1, CFO report Sent
Day 4
9:47 AM
Email 2, reporting follow-up Queued
Jun 16
10:00 AM
Email 3, pre-Q2 hires Queued
Stops if Davis replies. You can edit anything up to send time.
You're the boss

Automated doesn't mean uncontrolled.

Full control over every sequence Scurry writes. Every knob, every time.

Universal Prompts

Brand voice, required elements, and formatting that apply to every sequence. Set once, always enforced. No drift across reps.

· Voice · signature · disclaimers

AI Filters

Plain-English conditions that must be met before a sequence proceeds. Based on transcript content, not guessed.

· Budget · objections · next steps

Edit before send

Review and modify any email before it reaches your prospect. Rewrite, reschedule, or kill it. The AI drafts; the queue is yours.

· Queue window · full rewrite
Multi-email sequence length

Sequence length

Choose how many emails per sequence. Oak allows up to 5 AI components per workflow, Redwood up to 10. Different cadence per workflow.

· 5 – 10 AI components

Scheduling

Set send timing and spacing between emails. Tied to business hours, timezones, or specific deadlines detected from the transcript.

· Custom cadence · timezones
Reply detection - auto stop on reply

Reply detection

Sequences stop when your prospect replies. No awkward "just following up" after they've already responded.

· Thread-aware · inbox-native
Your stack

Works with the tools you already use.

Meeting transcript and email integrations for automated follow-ups.

Transcript sources

Required

Any tool that generates meeting transcripts works with Scurry. Fireflies connects directly; every other transcript tool posts to the open endpoint.

Fireflies logoFireflies Otter logoOtter Gong logoGong Fathom logoFathom tl;dv logotl;dv Read.ai logoRead.ai MeetGeek logoMeetGeek Chorus logoChorus

Email

Required

Gmail and Outlook via secure OAuth. Emails send from your inbox, your domain. Your reputation, your deliverability, your replies.

Gmail logoGmail Outlook logoOutlook
Pipedrive logo

CRM

Optional

Adds pre-send deal stage checks, smart filtering, and conditional logic. Not required, the core product works without it.

Pipedrive logoPipedrive native HubSpot logoHubSpot Coming soon
FAQ

Common questions about how Scurry works.

What if my transcript tool doesn't integrate directly?+
Any tool that generates a text transcript can send it to Scurry via our simple endpoint. One HTTP call, one sequence back. If your tool exports transcripts, even as an email attachment, it works with Scurry.
Can I use Scurry without a CRM?+
Yes. The core product runs on just a transcript source and an email account (Gmail or Outlook). Pipedrive is optional, it adds conditional logic and smart filtering, but isn't required. HubSpot integration is in development.
Can I have different rules for different meeting types?+
Yes. Create multiple workflows with different Universal Prompts, AI Filters, and sequence settings. Discovery calls can have a longer sequence with qualifying filters; renewals can have a shorter, warmer one. Each workflow targets different meeting types, industries, or clients.
When do pre-send CRM checks happen?+
At send time, not queue time. If a deal status changes between when the sequence was created and when an email is scheduled to send, Scurry catches it. No follow-ups hitting closed-won or closed-lost deals.
Can I see what the AI extracted from my transcript?+
Yes. Scurry shows you the Meeting Intelligence panel, key points, objections, buying signals, next steps, before the sequence generates. Full transparency into what the AI found and why it wrote what it wrote.
What if I don't like an email in the sequence?+
Edit it. Every email is fully editable before it sends. You can also tell the AI to rewrite it ("make it shorter", "more casual", "mention pricing"), regenerate individual emails, adjust the whole sequence, or cancel it entirely. AI generates, you decide.
How long does setup actually take?+
Connect your transcript source, connect Gmail or Outlook over OAuth, then set a default voice and one or two filters. Your next meeting is your first test run.
Does Scurry record my meetings?+
No. Scurry doesn't record, join, or transcribe. You use your existing meeting tool, Fireflies, Otter, Zoom, Gong, Fathom, whatever, and we pick up from the transcript. Your recording setup stays exactly as it is.
Ready when you are

Your meetings already happen.
Let Scurry handle the rest.

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