- B7
- B · Standalone & Subscription
- Standalone: no ERP needed
Meeting Notes & Summary Agent
Transcribes calls and extracts action items and CRM notes.
the colleague who takes proper minutes, remembers who promised what, and sends the summary before anyone has left the room.
The problem it solves
Meetings end with three people holding three different versions of what was agreed, and none of it written down.
How it works
- The agent joins or receives the recording and transcribes it, separating who said what.
- It pulls out the decisions and the commitments, with the person and the date attached.
- It writes a summary short enough that people actually read it.
- It files the note against the right account in your CRM.
What it does
- Speaker-aware transcription.
- Action-item extraction.
- CRM-ready summaries.
What it needs from you
- Meeting audio, or access to the platform you meet on.
- Consent from participants to record.
I / O
- Call/meeting audio
- Transcript, action list, CRM note
Works well with
Agents that run without touching your ERP at all. Sales, marketing, support and back-office work that can be live in days rather than quarters.