Meetings that do their own follow-up
Every meeting automatically turns into a summary, a CRM update, tasks and a follow-up email. Without anyone typing.
Why half of every meeting gets lost afterwards
The problem: The conversation went well, and then daily business takes over. The notes stay incomplete, the CRM gets updated later, meaning never, and the tasks that were discussed live only in the head of whoever mentioned them. Per meeting, the wrap-up is half an hour, and that is exactly what is missing when the next meeting is already waiting. Two weeks later, nobody remembers what was actually agreed.
The solution: Our system takes over the wrap-up completely. From the transcript or notes it automatically extracts the summary, the decisions made and the action items. The CRM gets updated in the same step: deal stage, meeting note, next steps. And the follow-up email is waiting as a draft. You read over it, approve, done.
What happens next: For the first time your CRM is genuinely up to date, without anyone typing for it. Tasks land with the right people instead of in meeting-minutes limbo. And the loop closes: before the next conversation, a research agent delivers the briefing for it, with history, signals and open points.
Typical scenarios
Works with the common meeting and CRM tools. These are the most common scenarios from our projects.
- Sales calls into the CRM: After every call, deal stage, notes and next steps are updated without anyone opening HubSpot or Pipedrive.
- Tasks distributed: Action items from the conversation land in the task tool of the right person, with context and deadline.
- Follow-up as a draft: The follow-up email is ready right after the meeting: points discussed, steps agreed, your tone.
- Handovers without loss: When a colleague changes or an account gets a new owner, the complete conversation history is already structured in the system.
