Overview

Notes Tracker is a pitch tracking tool — it's where you log, organize, and analyze responses from the people you've sent your project to. Whether that's a producer you emailed, a financier you met with, or a collaborator you're courting, every response gets logged here so you always know where things stand. And once you've built up enough entries, Callo's AI can analyze everything and tell you what the patterns are saying.

Found in: Studio → Workflow → Notes

Adding a Response

When you're ready to log a response, you have three ways to add an entry:

Smart Entry

The fastest way to log a response from an email or meeting.

1. Click Add Response → Smart Entry.

2. Paste the email or meeting notes directly into the field.

3. Callo's AI will automatically extract:

   • Name of the contact

   • Title and Organization

   • Date the project was sent

   • Response status — Considering, Interested/Yes, or Pass/No

4. Review the extracted details and save.

Manual Entry

If you want to fill in the details yourself:

1. Click Add Response → Manual Entry.

2. Fill in the contact's name, title, organization, date, and response status manually.

3. Save the entry.

Callo Collaborator

For logging responses from people you're already connected with on Callo:

1. Click Add Response → Callo Collaborator.

2. Select the person from your Callo connections list.

3. Add their response status and any notes.

4. Save — the person will not be notified that you've logged this entry.

Managing Your Entries

Once logged, every entry shows the contact's name, organization, and response status. You can:

• Edit any entry at any time

• Delete entries you no longer need

• Follow up directly from the entry

• Create a Task from an entry to schedule a follow-up action

Callo's AI will also automatically assess the tone of entries added via Smart Entry — flagging neutral or negative tones as a likely pass so you don't have to read between the lines yourself.

Smart Insights

Once you've logged a number of responses, you can run Smart Insights — Callo's AI analysis of your full response log.

1. Click Smart Insights from the Notes Tracker.

2. Wait approximately 30 seconds while the AI analyzes all your entries.

3. Review your results across three areas:

Response Sentiment A breakdown of all your responses by: Positive, Neutral, or Negative.

Pattern Tracking Recurring themes and topics mentioned across responses — for example: "Cast and talent is mentioned frequently across feedback." This tells you what's resonating and what questions keep coming up.

Priority Actions Concrete next steps based on what the analysis surfaces. Priority Actions can be converted directly into Tasks with one click.

Tip: Smart Insights becomes significantly more useful once you have a meaningful number of entries. Make logging responses a habit as you go out — even a quick manual entry after a call takes under a minute and makes the eventual analysis much richer.