Meeting intelligence automation records and transcribes your team’s meetings, summarizes what mattered, and extracts the decisions, action items, and commitments, then files everything into your CRM and knowledge base automatically. Instead of notes scattered across people and tools, every conversation becomes part of a searchable company record. Most teams are up and running within two weeks.
The problem
Right now, the record of your client conversations lives in people’s heads and half-finished notes. Every manager keeps their own version: some in a notebook, some in a doc nobody else can find, most nowhere at all. When someone asks “what did we agree with them last quarter?”, the answer is a guess.
The cost shows up quietly: decisions get relitigated, action items evaporate, handovers drag on for weeks, and when a senior person leaves, years of client context walks out the door with them.
For a 30-person firm, that adds up to 25 to 40 hours a week spent writing up, chasing, and re-asking what was already answered.
How the automation works
Meeting ends
The recording lands the moment the call wraps: Zoom, Meet, or Teams.
Summarized & extracted
The transcript is summarized; decisions, action items, and commitments are pulled out and synced to your CRM and knowledge base.
Searchable in seconds
Anyone on the team searches any past conversation and gets the answer, with source.
The pieces are proven: a recorder, transcription, a language model tuned to your formats, and connectors into your CRM and knowledge base. The real work is the wiring: your account structure, your summary format, your definition of an action item. That is what gets set up, tested, and handed over during implementation.
What this looks like in practice
Account leads run 25 to 30 client calls a week between them.
- 5 to 7 hours per lead, per week, writing up calls and chasing notes
- Decisions relitigated because nobody holds the record
- Client context lost in every handover and departure
- Summaries, decisions, and action items filed minutes after each call
- CRM timelines complete without anyone typing
- Three years of conversations searchable in seconds
Typical impact
Typical ranges for this pattern, not client claims. Your numbers get modeled in the audit.
Systems it connects
Plus most tools with an API. The audit maps your exact stack.
Who this fits
- Meeting-heavy teams: client services, consulting, agencies, sales-led companies
- 10 or more employees, where context already slips between people
- Client conversations that carry decisions, pricing, and commitments
- An existing CRM or knowledge base for the output to land in