Gong + Microsoft To Do: Close Calls With Clear Tasks

Automatically convert Gong call next steps and deal actions into organized Microsoft To Do tasks without any manual entry.

Zero Manual Task Creation

Extract call action items from Gong and push them straight into Microsoft To Do.

Never Drop a Follow-Up

Every commitment made on a sales call becomes a trackable task automatically.

Organized by Account

Group tasks by deal or account so reps always know what needs attention next.

What You Can Automate

Next Step Capture

Convert explicit next steps mentioned in Gong calls into To Do tasks with due dates.

Follow-Up Reminders

Create dated reminders in Microsoft To Do after every call that ends without a booked meeting.

Onboarding Action Tracking

Track onboarding deliverables for new customers using tasks generated from kickoff call recordings.

Manager Coaching Tasks

Build a coaching to-do list for managers based on Gong's rep performance flags.

Multi-Deal Task Batching

Pull action items from several Gong calls at once and organize them into a single task list.

End-of-Day Review

Summarize all Gong calls from the day and create a prioritized task list for the next morning.

How It Works

Connect Gong and Microsoft To Do

Authenticate both accounts in Neotask using secure OAuth.

Request your task extraction

Tell the agent which call, account, or time range to pull action items from.

Tasks land in To Do

Neotask reads the Gong data and creates organized tasks with titles, notes, and due dates.

Capabilities

Gong Action Microsoft To Do Action Use Case
Extract next steps Create task Commitment tracking
Identify follow-ups Set due date Reminder creation
Summarize multiple calls Batch create tasks End-of-day review
Flag coaching moments Create manager task Coaching follow-through
Deal risk signals Create urgent task At-risk deal response
Onboarding call notes Create checklist tasks Customer success

The Problem With Sales Call Follow-Through

Sales reps make commitments on every call. Gong captures all of it. Microsoft To Do is where tasks get tracked. But between those two tools is a manual handoff that breaks constantly.

How Neotask Bridges the Gap

Ask Neotask to pull next steps from your last call with a specific account and create tasks with due dates. It reads the Gong transcript, identifies the commitments, and writes them directly into your To Do list.

Built for How Reps Actually Work

Microsoft To Do integrates tightly with the rest of Microsoft 365. Tasks created from Gong calls surface in your daily planner view and sync to your phone.

Quick to Set Up

Neotask does not require any custom development. Connect both accounts, describe your workflow, and start capturing every commitment from every call automatically.

Try Asking Neotask

Pro Tips

Tip

Specify a date range or account name when requesting task extraction to keep results focused.

Tip

Ask the agent to include the call date or account name in the task title for easy scanning.

Tip

Use the end-of-day batch prompt regularly to build a habit of starting mornings with a clean task list.

Frequently Asked Questions

Does Neotask read the full Gong transcript to find action items?

Yes. The agent analyzes the call content to identify explicit commitments, next steps, and follow-up actions.

Can tasks be assigned to specific To Do lists rather than a default inbox?

Yes. Mention the list name in your prompt and Neotask will route tasks to the correct list.

Does this work for calls I was not on?

Yes, if your Gong account has access to those calls, Neotask can pull their action items.

Can the agent set due dates on tasks automatically?

It can set due dates when specific dates are mentioned in the call or when you include a timeframe in your prompt.

Stop Losing Track of What You Promised

Connect Gong and Microsoft To Do with Neotask and make sure every call commitment becomes a task.

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Plans

Free

$0/mo

Download without a card and start for free.

Individual

$50/mo

The full personal agent platform for one person.

Enterprise

$200/mo

Multiple workspaces and capacity for larger teams.

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