Meeting Summary Agent
The call ends. Everyone nods. And then… nothing gets documented, tracked, or followed up.
Meeting Summary Agent captures the key takeaways, next steps, and action items from every conversation — and delivers them to your team, your CRM, or your project board instantly. No more lost momentum. No more dropped balls.
Why This Matters
Meetings without follow-through cost teams momentum, clarity, and revenue.
- Important decisions buried in hour-long recordings
- Follow-ups forgotten or delayed
- Manual note-taking distracting participants
- Inconsistent documentation across teams
- Lost context when team members miss a call
With Meeting Summary Agent
- Calls are transcribed, summarized, and analyzed automatically
- Action items and next steps are extracted and routed
- Recaps are sent to Slack, email, or CRM — instantly
- Teams get the full picture, even if they missed the meeting
How It Works
Step 1: We Connect to Your Meetings — No Effort Required
Just let us know what platforms you use — Zoom, Google Meet, Teams — and we handle the rest. We’ll set up the integrations, webhook connections, and permissions behind the scenes.
Step 2: We Turn Every Call Into Gold
As soon as a meeting ends, your AI agent gets to work — transcribing, summarizing, and extracting action items. We format everything into a clean, digestible recap with:
- Key decisions and bullet-point takeaways
- Assigned next steps and owner tracking
- Optional timestamps, sentiment, and highlights
Step 3: You Get Instant Distribution + Follow-Up
We configure where everything goes: Slack, inbox, Notion, your CRM, or project tools like ClickUp and Asana. Recaps hit the right people — with zero delay and zero manual effort.
Use Cases & Integrations
Supported Platforms:
- Zoom (live + cloud recording)
- Google Meet (calendar + transcript export)
- Microsoft Teams (live or post-call summaries)
- Slack / Email / Notion / Google Docs
- HubSpot / Salesforce / Pipedrive
- ClickUp / Asana / Trello / n8n / Zapier
Use Cases by Team:
- Sales: Log demo call takeaways and follow-up steps in CRM instantly
- Customer Success: Summarize QBRs and share with clients + internal teams
- Operations: Auto-document recurring meetings and track action items
- Product / Engineering: Capture feedback from stakeholder calls without manual notes
From Talk to Action — In Seconds
Keep your team aligned, your CRM updated, and your projects moving — without manual notes.