Features
Your meeting notes, where you need them
Every meeting gets its own folder of ordinary files, in the place you choose, named the way you like. Send the details to your CRM in one step.
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How it works
Each meeting folder holds the meeting record and transcript as Word documents, the audio recording, the video if you recorded one, and your live questions and answers.
Folders are named by the AI after the notes are written, or by your own pattern using the title, contact, date, time and meeting app.
Bitrix24 users can review the details captured in a meeting and send them to the client record in one step, with a practice mode to try it first.
What you get
Notes in formats you can use
Word documents for the record and transcript, plus the audio, the video and your live Q&A.
Open, edit, share and file your notes with the tools you already use.
Folders named your way
Let the AI name each meeting folder, or set a pattern with title, contact, date and app.
Your meetings file themselves in a way that makes sense to you.
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Learn more: Folders named your waySave wherever you like
Choose the folder your meetings go to, including a synced or shared drive.
Your notes live alongside the rest of your work, in the place you already back up.
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Learn more: Save wherever you likeSend details to your CRM
Review the details captured in a meeting and send them to Bitrix24 in one step.
Client records stay up to date without retyping a single field.
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Learn more: Send details to your CRMTranscripts and notes stored locally
Transcripts and notes are saved as files in a folder you choose.
You decide how long anything is kept, and who can see it.
Frequently asked questions
Which file formats do I get?
Word (.docx) for the meeting record and transcript, WAV for the audio, MP4 for video, and a text file of your live questions and answers.
Can I save to a shared or synced drive?
Yes. Choose any folder as the place your meetings are saved.
Which CRM does it connect to?
Bitrix24. You review every detail before anything is sent.
Related features
Try it on your next meeting
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