Meeting intelligence that turns talk into tracked actions
Transcribe calls and meetings, summarise them, and extract decisions, actions and risks into the CRM and task tracker, after the meeting owner has approved each one.
Decisions are made in meetings and lost by the next one
A customer call ends with three commitments, a renewal date and a concern about pricing. The rep writes two lines in the CRM, if any. A week later the commitments are half-remembered, the concern surfaces as a churn risk and the next person to pick up the account starts from nothing.
Generic meeting summarisers produce a paragraph nobody reads. The useful version is structured: who decided what, which actions have owners and dates, what risks were raised, and where each of those should live in your systems.
How it works
From recording to approved records
The model proposes structured records with the transcript quote that supports each one. The meeting owner approves them in one screen, and only approved items are written.
1. Transcribe with names
Audio becomes a transcript with speaker labels, timestamps and your product vocabulary. Attendee lists and account context tell the model who is who.
2. Extract to a schema
Not a paragraph: a list of decisions, actions with owner and due date, risks and open questions, each linked to the sentence in the transcript that supports it.
3. Approve, then write
The owner receives the proposed CRM note, tasks and a draft follow-up. One click approves, edits or discards each. Approved items are written with the AI's identity in the audit log.
What you get
A pipeline from audio to systems of record
Speech pipeline
Capture from meeting platforms, telephony or uploads; transcription with speaker labels and custom vocabulary; hosted or on-premises models depending on sensitivity. See speech-to-text in the glossary.
Structured extraction
Decisions, actions, risks and questions in a schema you define, each with a supporting quote and a confidence score.
Approval screen
One place to accept, edit or discard proposed records, in the chat tool or CRM your team already uses. Nothing is written without it.
CRM and task integration
Approved notes, next steps and tasks written to Salesforce Sales Cloud or your CRM and tracker, with the follow-up email drafted for the rep to send.
Searchable meeting memory
Approved summaries indexed so anyone with access can ask "what did we promise this account" and get an answer with the date and the quote.
Guardrails we build in
Accuracy thresholds: transcription word error rate and extraction precision are measured on your recordings in discovery; automatic creation is enabled only for item types that pass the agreed bar. Human-in-the-loop: the meeting owner approves every proposed record during the pilot, and every customer-facing one permanently. Audit trail: transcript, proposed items, approvals and writes are linked, so a CRM note can be traced to the sentence that produced it. PII handling: recording notices and opt-outs, masking of personal data in prompts, retention limits for audio and transcripts, and region-appropriate hosting, following our AI data privacy controls and the wider AI security and governance practice.
Typical rollout
One team, one meeting type, then widen
Scope and consent (2 weeks)
Pick a meeting type with clear value, such as customer calls. Agree the extraction schema, recording policy, retention and the systems to write to.
Pipeline and evals (3 weeks)
Capture, transcription with vocabulary, extraction prompts and a test set of real recordings scored for precision of actions and decisions.
Pilot with approvals (4 weeks)
A small team uses the approval screen for every meeting. Edit and discard rates show which item types are reliable enough to automate.
Integrate and extend (2–3 weeks)
CRM and tracker writes, meeting memory search, monitoring and handover. Additional meeting types or teams added on the same pipeline.
Illustrative example
What a first release usually looks like
Illustrative scenario, not a client case
A B2B software company's account managers run several customer calls a day and update the CRM inconsistently. In the pilot, each call produces a proposed note, a list of actions with owners and a draft follow-up email within minutes of ending. Managers approve most actions unchanged, frequently edit the due dates, and discard the occasional item where the model mistook a hypothetical for a commitment. After the pilot, internal tasks are created automatically, customer-facing items still require a click, and renewal risks raised on calls appear in the pipeline review for the first time. The approach pairs naturally with a sales copilot that uses the same notes for call preparation.
Good enough for summaries and action extraction in most business settings, less so with heavy crosstalk, poor audio or specialist vocabulary. We measure word error rate on a sample of your real recordings during discovery and add custom vocabulary for product names and jargon. Our speech-to-text service covers the options, including on-premises models.
Do participants need to consent to recording?
Yes, and the rules differ by country. The solution includes a recording notice, a per-meeting opt-out and a retention policy, and we map the legal basis with you before launch. Recordings and transcripts can be deleted on request without losing the approved summary.
Can it create CRM records and tasks automatically?
It drafts them. The meeting owner sees proposed CRM updates, tasks and follow-up emails and approves, edits or discards each one. We can enable automatic creation for low-risk items such as internal tasks once the pilot shows the drafts are reliably right.
Which meeting platforms and systems do you integrate with?
Video conferencing recordings and bot-based capture, telephony recordings, and audio files uploaded after the fact. Outputs go to Salesforce or other CRMs, task trackers, wikis and chat tools through their APIs.
Is this the same technology as the session transcripts in Eventify?
Largely, yes. Our event speech-to-text case study describes transcribing live conference sessions for attendees. Meeting intelligence adds the extraction, approval and CRM layers on top of the same speech pipeline.
Ready to make AI work in production?
Tell us about your systems, your data and your constraints. We reply within one business day with a straight answer and a suggested next step.