Run a pre-sale audit and take call notes with Rolly
Compare a lead's Instagram with a competitor's, and let Rolly turn a call transcript into notes.
5 min readUpdated 16 Oct 2026Pro and Max only
Before you start
Steps
Open the client's record. Rolly's tools are in the Calls and notes card on Overview.
While the client is a Lead or Proposal sent, click Run an audit.
The client's Instagram handle is filled in from the client's brand when it has an Instagram account connected; type it if not. Add up to three competitors, and a line under Your direction if there is something you want Rolly to look at.
Under Read the numbers through, pick a connected Instagram account to read the last 30 days of public numbers. Without one, choose Enter the numbers yourself and fill in posts, Reels, likes and comments for each account.
Click Run the audit. The audit opens straight away, and Rolly fills it in, usually in about a minute.
The audit compares the accounts' last 30 days, then sets out What we found and What we would fix first. You can Edit it, preview it as your contact, share it as a PDF or send it to them.
After your discovery call, go back to the client's record.
In Calls and notes, click Paste. If your recorder gives you a file, Upload transcript takes a .txt, .vtt, .srt or .docx file of up to 5 MB.
The call is named Discovery call and dated today. Change the Kind or the date if you need to, then paste the transcript with the speakers' names in it.
Tick the box to confirm everyone on the call agreed to it being recorded or transcribed. Rolly won't read a transcript without it.
Click Save. The call shows Rolly is reading the transcript while it works.
Rolly's notes list the client's goals, budget, concerns and what you agreed. The full notes feed the strategy Rolly drafts later, and the transcript is kept for 90 days.
The pre-sale audit
Run an audit shows while a client is a Lead or Proposal sent. Read through a connected Instagram account, Rolly uses the public numbers of the last 30 days. Numbers you enter yourself are marked as yours in the audit. Edit and re-run on the audit changes the handles or your direction and runs it again.
Call transcripts
Paste a transcript of up to 200,000 characters, or upload a .txt, .vtt, .srt or .docx file of up to 5 MB. The transcript is kept for 90 days and Rolly's notes stay. From a call's menu you can read the transcript again or have Rolly take the notes again.