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Services·automation
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.
livebuild d7ed89b2026-06-08 06:36Z
// solo studio// no analytics resold// every commit human-reviewed