Productized
AI Meeting Notes + CRM Sync
Every call summarized, every action item assigned, every CRM field updated.
A workflow that joins your calls (Zoom/Meet/Teams), generates structured summaries with timestamped action items, and writes the right fields back into HubSpot, Salesforce, Attio, or Pipedrive. Stop losing notes on Tuesdays. Stop rebuilding the deal-stage chronology by hand.
from $900
2 weeks· One-time
What's included
- Recording capture (Fireflies / Otter / Granola)
- Summary template tuned to your sales / CS / leadership cadence
- Action-item extractor with owner detection
- CRM write-back with field mapping
- Slack 3-line gist + link to full notes
- Searchable archive in Notion / Drive / Linear
FAQ
- Which CRMs do you support?
- HubSpot, Salesforce, Attio, Pipedrive, Close out of the box. Custom CRMs are in scope but add 3–5 days.
- Will it record calls without consent?
- No. Recording requires the same consent the underlying tool (Fireflies, Otter) requires. We do not bypass anything.