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Online meetings & minutes
Meeting links, invitations and prep, AI minutes from transcripts, minutes for the customer and the AI note-taker: how to handle everything around an online meeting inside the activity.
12 articles
- What you can do with online meetings and minutesReal Estate・Small BusinessesFrom the meeting link, invitation and prep to AI minutes from the transcript, minutes for the customer and a thank-you email: everything before and after an online meeting stays in one activity.
- Add a meeting link or issue a Google Meet linkReal Estate・Small BusinessesKeep the meeting URL on the activity. Paste a Zoom or Teams URL, or issue a Google Meet link from your own Google Calendar with one click.
- Send a meeting invitation emailReal Estate・Small BusinessesCreate an invitation with the date, duration, meeting link, agenda and a recording notice already filled in.
- Get ready with Meeting prepReal Estate・Small BusinessesThe one card to open before a meeting: customer, deal and BANT, recent activities, open tasks, the last minutes and recent emails on one screen.
- Import a meeting transcriptReal Estate・Small BusinessesPaste a transcript from Zoom, Google Meet or Teams, or pick a .txt, .md, .vtt or .srt file. Subtitle timestamps are removed automatically.
- Draft minutes with AI, then review and applyReal Estate・Small BusinessesAI drafts a summary, decisions, next actions and even a stage suggestion. Edit, tick what to apply and click Confirm and apply to create tasks, set the next action and move the deal stage in one go.
- Send minutes and a thank-you email to the customerReal Estate・Small BusinessesAI drafts both during extraction. Check them, then send from an email window with the recipient, subject and body filled in.
- Decide what to capture with insight templatesReal Estate・Small BusinessesThe set of angles the AI captures in the minutes. Pick a preset (BANT, SPICED, First hearing, Follow-up) or build your own.
- Record and transcribe with the AI note-takerReal Estate・Small BusinessesAt meeting time the AI note-taker joins to record and transcribe. Afterwards a draft of the minutes is ready and the owner is notified.
- Import calendar meetings as activities automaticallyReal Estate・Small BusinessesEvery 15 minutes, Google Calendar meetings with outside participants are added as Meeting activities and linked to contacts, customers and deals by attendee email.
- Send the AI note-taker to imported meetings automaticallyReal Estate・Small BusinessesThe AI note-taker joins meetings imported from your calendar to record and transcribe, without switching it on each time.
- Delete a transcriptReal Estate・Small BusinessesDelete only the transcript saved on an activity. The minutes (summary, decisions, next actions and so on) stay.