Every call becomes knowledgethat moves your team forward.
The notetaker joins your Zoom, Google Meet and Teams meetings, transcribes the conversation, writes the summary and scores the call. The result lands right on the matching lead.
Set up in minutes. You decide which meetings get recorded.
- Zoom
- Google Meet
- Microsoft Teams
Discovery call · Nordwerk GmbH
Recording 24:38Live transcript
- Lena: We want to start in Q2, and the budget is approved. Buying signal
- You: What does your process look like today?
- Jonas: The CRM connection still worries us. Objection
- You: I will send pricing and a reference by Friday. Action item
Summary created
Linked to Nordwerk GmbH
Meeting platforms
Zoom, Google Meet and Microsoft Teams
Meeting types out of the box
Discovery, Demo, Tech and Follow-up, customizable
Days until deletion
Videos delete automatically, transcript and analysis stay
Meetings hub
Phone calls and video calls on the same lead
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The problem
After the call, the most important parts are often gone.
Objections, budget signals and commitments get lost the moment the meeting ends. The notetaker keeps them.
Details get lost
Objections, budget and next steps are only a vague memory once the conversation is over.
Note-taking costs attention
Typing means listening less. The conversation suffers and the CRM only gets updated hours later.
Coaching stays gut feeling
Listening to recordings one by one does not scale. Without scoring there is no shared yardstick.
Calls are not tied to the lead
Transcripts live in one tool, the lead in another. Follow-ups happen without context.
How it works
From calendar to result in three steps.
No IT project. You connect your calendar and the notetaker does the rest.
Connect your calendar
Connect Google or Microsoft and give your notetaker a name, an avatar and a short greeting.
- Appointments sync automatically
- Your own name and picture for the bot
The notetaker joins
Before every appointment with a meeting link it joins automatically. For ad-hoc calls, just paste the link.
- Zoom, Google Meet and Microsoft Teams
- On demand with any meeting link
Results on the lead
Transcript, summary, action items and coaching sit on the linked lead after the call.
- Summary by email if you like
- Follow up with full context
Features
Everything that happens after the call, handled by the system.
From recording to CRM. Every feature is part of the same platform where you manage your leads and campaigns.
Recording and transcript
Read back every statement, find every moment.
The conversation is transcribed with speaker detection. Jump from any note straight to the matching moment in the recording.
- Transcript with speakers and timestamps
- Jump from insight to transcript passage
- Recording and text in one place
Summary
The summary writes itself.
Depending on the meeting type the AI uses your template: Discovery, Demo, Tech or Follow-up. The type can also be detected automatically.
- Your own summary and email templates per type
- Action items and decisions at a glance
- Follow-up draft as a starting point
Coaching
Feedback based on the real conversation.
The AI rates discovery quality, objection handling and next-step clarity. Optionally it takes your deal notes into account.
- Checklist for budget, decision process and impact
- Missed areas and concrete coaching opportunities
- Check whether the next step is clear
Insights
See what is really being discussed.
Topics, questions, competitors and keywords are captured per meeting. You decide what gets tracked.
- Topic and question trackers
- Define your own competitors and keywords
- Objections and feature requests bundled
Lead and CRM
The call lands where you need it.
Meetings are linked to leads and hot leads. Phone calls and video calls appear together on the lead timeline, and results can be passed on to your HubSpot CRM.
- Link to lead and hot lead
- Map CRM fields per meeting type
- One hub for all team conversations
Sharing and privacy
Share with control, delete by design.
Share single meetings by link, with an expiry date and password protection. Recordings can delete themselves after 30 days.
- Share link with expiry
- Videos automatically deleted after 30 days
- Transcript and analysis are kept
Control
You decide what gets recorded.
Transparent in the meeting
The notetaker joins visibly under its own name and introduces itself with your greeting.
You control the scope
Decide which meetings get recorded and switch the notetaker off at any time.
Retention under control
Videos can delete themselves after 30 days. Shared links expire.
Frequently asked
Everything you need to know about the Meeting Notetaker.
What is the Meeting Notetaker?
The Meeting Notetaker is an AI assistant that joins your video meetings, transcribes the conversation, creates a summary and scores the call. The results are linked to the matching lead in the platform.
Which meeting platforms are supported?
The notetaker joins Zoom, Google Meet and Microsoft Teams meetings through the meeting link. This works for appointments from your calendar and for ad-hoc calls.
How does the notetaker join my meetings?
Connect your Google or Microsoft calendar and enable the notetaker in team integrations. Before scheduled appointments with a meeting link it joins automatically. For ad-hoc calls you can start it manually with a meeting link.
What analysis do I get after the call?
You get a transcript with speakers, a summary with action items and insights such as topics, questions, competitors and keywords. The AI also scores discovery quality, objection handling and next-step clarity.
Can I adapt summaries to my meeting types?
Yes. There are Discovery, Demo, Tech and Follow-up types, and you can create your own. For each type you define templates for the summary and the email. If you like, the AI detects the type from title and transcript.
How do privacy and retention work?
The notetaker joins visibly under its own name and introduces itself with your greeting. Your team controls which meetings get recorded. Videos can delete themselves after 30 days while transcript and analysis are kept. You remain responsible for informing participants according to your data protection requirements.
Can I link meetings to leads?
Yes. Meetings from your calendar can be linked to leads and hot leads. Summary, transcript and coaching then appear on the lead. Results can also be passed on to your HubSpot CRM.
Does this work with phone calls too?
Yes. Phone calls through integrated calling and video calls through the notetaker land in the same meetings hub and on the same leads, so you see every sales conversation in one place.
Start with your next call.
Connect your calendar and the notetaker takes care of the follow-up work from your next meeting on.