AI notes: fill the CRM from a meeting
Once a meeting is transcribed, AI writes a summary, lists the next steps and suggests field updates on the linked record. You review everything and apply with one click. Nothing changes on the record without your confirmation.
AI notes build on the transcript you already have on a meeting. From that text, AI summarizes the conversation, extracts the next steps and proposes updates for the record linked to the meeting, such as next step, amount, stage or follow-up date.
How to use it
- Open the meeting and transcribe the recording (or import the native Teams/Meet transcript).
- In the transcript panel, open AI notes and click Analyze with AI.
- Read the summary and the next steps. Each next step becomes a task with one click on Create task.
- In the suggested updates, check the ones that make sense and click Apply selected.
💡 Updates are suggestions until you apply them. Only the fields you check are saved, and the save respects your permissions and the object validations, just like any manual edit.
AI only suggests fields that exist on the object and whose type accepts the proposed value. If the meeting is not linked to a record, you still get the summary and the next steps.