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 개 글

What you can do with online meetings and minutes부동산・중소기업・개인사업자From 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 link부동산・중소기업・개인사업자Keep 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 email부동산・중소기업・개인사업자Create an invitation with the date, duration, meeting link, agenda and a recording notice already filled in.
Get ready with Meeting prep부동산・중소기업・개인사업자The 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 transcript부동산・중소기업・개인사업자Paste 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 apply부동산・중소기업・개인사업자AI 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 customer부동산・중소기업・개인사업자AI 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 templates부동산・중소기업・개인사업자The 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-taker부동산・중소기업・개인사업자At 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 automatically부동산・중소기업・개인사업자Every 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 automatically부동산・중소기업・개인사업자The AI note-taker joins meetings imported from your calendar to record and transcribe, without switching it on each time.
Delete a transcript부동산・중소기업・개인사업자Delete only the transcript saved on an activity. The minutes (summary, decisions, next actions and so on) stay.