Back to OffersMEETING INTELLIGENCE

After external sales calls, structured notes land on the right CRM contact — automatically.

A production workflow for sales teams drowning in manual download-and-paste. Structured CRM notes after external calls — with guardrails, not another tool that doesn’t fit how you work.

US$8,000–15,000 + care from US$1,500 / mo

Start with a Diagnostic How it works

01 · PROBLEM

Manual download, paste, and tools that don’t fit.

Reps finish a call and still have to download a recording or transcript, clean it up, and paste a summary into the CRM — if they remember. Off-the-shelf call tools often fail at association, internal vs external filtering, or writing the fields your process actually needs.

The result: incomplete CRM notes, unreliable handoffs, and expensive tools that never become production infrastructure.

02 · APPROACH

Official transcript APIs. Event-driven automation.

We build on official transcript and calendar APIs and event-driven automation — not brittle polling of personal folders, and not proprietary client architecture details we cannot discuss.

Tool follows the work: n8n, Microsoft Graph, HubSpot, LLMs, and custom code where constraints demand it. AI drafts the structured note; your rules decide when a human must approve.

03 · WHAT THE REP EXPERIENCES

Less retyping. Same judgment.

Run the call as usual

Use your existing meeting stack. No new app for every rep to learn.

Transcript arrives via official APIs

Event-driven automation picks up the transcript path your stack already supports.

Structured note lands on the contact

Overview, needs, budget signals, objections, and actions — on the right CRM record.

Edge cases go to a human

No match? Ambiguous contact? The system notifies a person instead of guessing.

04 · WHAT’S IN THE CRM NOTE

A structured schema — not a wall of transcript text.

Overview

What the call was about, who was there, and the outcome in plain language.

Needs

Stated requirements, constraints, and what “good” looks like for the buyer.

Budget signals

What was said about budget, timing, or commercial constraints — never invented.

Objections

Pushback, risks, and open questions the rep should not have to reconstruct from memory.

Actions

Next steps, owners, and dates — drafted for a human to confirm.

05 · GUARDRAILS

Production constraints, not demo magic.

Internal meetings are skipped — only external sales conversations enter the path
No-match contact events notify a human instead of writing to the wrong record
Human approval where required — AI drafts, humans decide
Production means monitoring, failure modes, and handover — not a happy-path demo

06 · PRICING

Starting band.

US$8,000–15,000 + care from US$1,500 / mo

Final quote after a Diagnostic. Third-party APIs, hosting, and licenses are pass-through. What’s built on a project engagement stays yours. Ongoing care is optional and capacity-limited.

NEXT STEP

Book a Diagnostic for Meeting Intelligence.

We’ll confirm whether your stack can support production meeting → CRM notes, what guardrails you need, and a rough build estimate. No fake lead promises. Limited seats. Real attention.

See the Diagnostic Book a Diagnostic