CRM
AI Summarization

Turn conversations into next steps.

Turn conversations into next steps.

AI distills long threads and meetings into crisp notes with owners and due dates. Log to the record, trigger tasks, and keep teams aligned without manual typing.

A clean inbox view showing AI-generated meeting notes with assigned tasks and due dates.
CRM
AI Summarization

Turn conversations into next steps.

Turn conversations into next steps.

AI distills long threads and meetings into crisp notes with owners and due dates. Log to the record, trigger tasks, and keep teams aligned without manual typing.

CRM
AI Summarization

Turn conversations into next steps.

Turn conversations into next steps.

AI distills long threads and meetings into crisp notes with owners and due dates. Log to the record, trigger tasks, and keep teams aligned without manual typing.
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Summaries that save hours and capture what matters.

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From support tickets to quarterly reviews, get structured takeaways in seconds—who said what, decisions made, open questions, and the next actions to move work forward.

Capture the essentials

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  • Bullet, narrative, or highlight-style outputs.
  • Action items with owners and due dates.
  • Call-outs for risks, blockers, and decisions.
  • Source links to recordings, emails, or tickets.
A clean UI showing a meeting transcript next to an AI-generated summary with action items and due dates.

Auto-log to your CRM

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  • Write summaries to timelines and fields on related records.
  • Attach to contacts, companies, deals, or tickets.
  • Tag keywords to improve search and reporting.
  • Keep a consistent summary format across teams.
A CRM contact record with an activity timeline showing auto-logged meeting summaries, tagged keywords, and attached notes.

Workflows that follow through

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  • Trigger tasks and reminders from extracted action items.
  • Send recap emails and schedule follow-up meetings.
  • Escalate when risks or keywords are detected.
  • Coach reps with suggested next best actions.
A dashboard showing automated tasks, reminders, recap emails, and alerts for risks, all linked to customer interactions.

Trust, controls, and quality

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  • Human review and edit before publishing.
  • Redaction tools to remove sensitive details.
  • Multi-language support for global teams.
  • Feedback loop to refine summary quality over time.
A clean UI showing a document with redaction tools, multi-language options, and feedback prompts for quality control.

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Frequently asked questions

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