Online meeting prep and AI meeting notes for sales activities
Add meeting links to sales activities and handle everything before and after an online sales meeting within the activity, from creating Google Meet links, invitation emails and pre-meeting prep to AI meeting notes based on the transcript.
What's new
- Meeting links: Save Google Meet, Zoom or Teams URLs to an activity. If Google Calendar is connected, you can also use Create Google Meet link.
- Invitation emails: Create invitation email drafts an email with the date and time, meeting link, agenda and a notice that the meeting will be recorded.
- Pre-meeting prep: See the customer, deal (stage, probability, BANT), recent activities, open tasks, previous meeting notes and recent emails on a single page.
- AI meeting notes: Paste a transcript from your meeting tool or load a file (.txt, .md, .vtt, .srt), then click Extract with AI to get suggested summaries, decisions, next actions and more. Review them and click Confirm and apply to update tasks, next actions and the deal stage all at once.
- Insight templates: Use templates for BANT, SPICED, first discovery calls and follow-ups, or your own templates, to decide what the AI should draw out.
- AI notetaker: Turn it on for an activity, and a recording bot joins the meeting to record and transcribe it. When the meeting ends, it drafts meeting notes and notifies the person in charge.
- Import from calendar: Turn on Import meetings for Google Calendar in Settings > Connectors, and meetings with external participants are automatically added as activities and linked to contacts, customers and deals.
- You can also draft customer-facing meeting notes and thank-you emails. Transcripts can be deleted while keeping the meeting notes.
Who it's for
- Industries: industries that log sales activities (such as small businesses and sole proprietors)
- Screens: Sales > Activity history > activity details, Settings > Connectors > Google Calendar
How to use it
- Create a meeting activity, then add a meeting link or click Create Google Meet link.
- Send the invitation to your customer with Create invitation email.
- After the meeting, paste the transcript into the Meeting notes card and click Extract with AI.
- Review the suggestions, select the items to apply, and click Confirm and apply.
Note: Extract with AI uses AI points. AI notetaker appears only in environments where the recording bot is available.