AI meeting recap captures every call, extracts action items, and writes back to your CRM automatically. Our AI meeting recap workflow ends manual notetaking, missed follow-ups, and stale CRM data in one move.
AI that joins your sales calls, summarizes them, extracts action items, updates your CRM, and drafts the follow-up email — all before the meeting ends. Your team gets their evenings back.
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Sales reps spend 30-40% of their time NOT selling. Most of that is admin — note-taking, CRM updates, follow-up emails, internal handoffs. The result: less time talking to prospects, worse data in the CRM, and burnout.
Manual notes also miss things. The detail a buyer mentioned about their renewal date in week 3 doesn’t make it into the CRM, so when the deal goes silent in week 8, nobody remembers the lever to pull. Deals slip through the cracks because someone didn’t write something down.
The fix isn’t ‘try harder to take notes.’ It’s removing the note-taking entirely. AI can listen better than humans, summarize more consistently, and update CRM fields automatically — freeing your reps to do what they’re paid for.
Book a free 30-minute AI Audit. We’ll identify 1-3 specific opportunities with clear ROI estimates. No pitch, no slides.
Book Your Free Audit →We deploy an AI meeting assistant that joins your team’s sales and customer calls (with consent), produces a clean summary with action items and deal updates, and pushes the right fields into your CRM automatically. Then it drafts a personalized follow-up email for the rep to review and send.
The whole post-meeting workflow that used to take 15-30 minutes per call now takes 30 seconds to review. Multiply that by every rep, every meeting, every day.


Every system we build has measurable success criteria from day one. We don’t ship pretty UIs that no one uses — we ship outcomes.
Your team gets a working solution that fits the way you actually run, with full documentation, training, and our team on call when something needs tuning.
We document the fields that actually need updating after a call — and which calls require what level of detail.
We deploy the meeting AI to your team’s calendars (Zoom, Google Meet, Teams) with appropriate notice and consent flows.
We tune what gets extracted — competitive mentions, budget, timeline, decision-makers, objections, next steps — for your specific sales motion.
We integrate with HubSpot, Salesforce, etc. so meetings auto-update deal records. Reps review and approve before changes lock in.
Discovery calls, demos, follow-ups, closes — every call captured, every deal updated, no rep ever ‘forgets’ to log.
QBRs, renewal conversations, support escalations — turn every call into structured data your team can act on.
Candidate interviews summarized with strengths, concerns, fit notes — instantly comparable across candidates.
Engineering, product, leadership meetings — turned into searchable notes with action items distributed automatically.
Most AI projects deliver one-time gains. Ours compound. As more of your operations run through AI systems, the data they collect makes them sharper week over week.
Six months in, you’ll be running circles around competitors who are still doing the work the old way.
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Better notes than humans take, every time. Nothing gets missed because the rep was focused on the conversation.
We extract the fields YOUR sales process needs, not generic ones. MEDDIC, BANT, custom — we match it.
Personalized email written with context from the call. Rep reviews in 30 seconds and sends.
Yes, always. The AI joins as a visible participant and announces itself. We follow consent best practices for every jurisdiction.
All major ones — Salesforce, HubSpot, Pipedrive, Close, Zoho, Monday, custom CRMs via API.
Yes. Transcription and extraction work in 30+ languages.
You control which meetings the AI joins. Sensitive ones can be excluded by calendar tag, attendee, or topic.
Modern transcription is 95%+ accurate for clear audio. Extraction accuracy depends on your fields but typically 90%+ after tuning.
1-2 weeks for most teams. Mostly depends on how complex your CRM mapping is.
AI meeting recap captures every call, extracts action items, and writes back to your CRM automatically. Our AI meeting recap workflow ends manual notetaking, missed follow-ups, and stale CRM data in one move.
AI meeting recap pairs with email triage and SDR automation so the entire revenue motion runs on accurate, real-time signals. Setup takes a week and ROI shows in pipeline within the first month.
Related: Email triage · AI SDR · Lead generation · Free audit
AI meeting recap captures every call, extracts action items, and writes back to your CRM automatically. Our AI meeting recap workflow ends manual notetaking, missed follow-ups, and stale CRM data in one move.
AI meeting recap captures every call, extracts action items, and writes back to your CRM automatically. Our AI meeting recap workflow ends manual notetaking, missed follow-ups, and stale CRM data in one move.
AI meeting recap pairs with email triage and SDR automation so the entire revenue motion runs on accurate, real-time signals. Setup takes a week and ROI shows in pipeline within the first month.
Related: Email triage · AI SDR · Lead generation · Free audit