Managed
Dashboard-managed connection
Recommended route
What it does
When a completed call needs follow-up, First AI Employee creates one Todoist task with the caller and call summary.
Before you start
Authorize Todoist. A dedicated First AI Employee Follow-ups project is found or created automatically.
What it does not do
Tasks are created only for calls explicitly marked as needing follow-up. The connection cannot delete or complete tasks.
Set it up
- Sign in to First AI Employee and open Integrations.
- Authorize Todoist. A dedicated First AI Employee Follow-ups project is found or created automatically.
- Return to First AI Employee. The connected account is now used automatically for this integration.
- Complete one non-production call and confirm the expected result appears exactly once in Todoist.