2–3 weeks
AI Sprint
$5,000
Call summaries and CRM updates for your sales or client calls, with follow-up drafts. Live in 2–3 weeks.
- Written scope and launch date
- Built, tested and live
- Training for your team
- 30 days of fixes
✦AI Meeting Notes & CRM Updates
Every call summarized, every CRM updated.
After every sales or client call, AI writes the summary, lists the next steps, updates the CRM and drafts the follow-up email.
Focused sprints $5,000Larger builds quoted separatelyYou own the custom build
After a sales call
- Call ends30 min · Zoom · Harbor Clinics
- Summary writtenNeeds 3 locations · decision by June
- Next steps listedSend pricing · book a demo with IT
- CRM updatedDeal stage, notes and tasks saved
Notes, tasks and CRM done
Before you buy
Is this the right next step?
A good fit when
Calls regularly produce action items that your team must manually enter into a CRM, and existing integrations are inadequate.
Start smaller if
A meeting-note subscription already captures the information you need. Start there before commissioning custom work.
What we check first
Recording permissions, sample audio, CRM fields, retention settings, and approval for important updates.
How to judge the result: Compare note accuracy, CRM completeness, correction time, and missed action items.
Interactive walkthrough
Product simulation · sample dataSee how AI Meeting Notes & CRM Updates works.
Follow one realistic example from the first input to the result your team receives.
INPUTRecorded meeting or transcriptSTEP 1Map the ai meeting notes & crm updatesOUTPUTBuilding…
1
NOW HAPPENING
Map the ai meeting notes & crm updates
You show us the process. We ask where it breaks.
Input receivedMap the ai meeting notes & crm updatesFixed quote in 24 hoursBuild and testLive and handed over
Step 1 of 4
The problem
Sound familiar?
01
Notes never make it to the CRM
Sales reps hate typing them.
02
Next steps get forgotten
Promises made on calls slip.
03
Managers can't see what's happening
Unless they sit in on every call.
What you get
What we build for you.
Built on your tools and your data, tested on real cases, and handed over so you own it.
Summaries after every call
Zoom, Google Meet, Teams or phone.
Next steps and owners
Who promised what, by when.
CRM updated automatically
Deal stage, notes, tasks and contacts.
Follow-up email drafts
Ready to send within minutes of the call.
Your own fields and rules
Captures what your process needs, like budget or timeline.
Searchable call history
Ask "what did they say about pricing?"
How you buy it
Agree the scope before you build.
A focused workflow may fit a $5,000 sprint. Full applications and larger integrations need a separate Custom Build quote from $15,000. Ongoing support is optional. Live by the agreed date, or the final scheduled installment is waived.
Month to month
AI Build Team
from $3,500/mo
More call types, better summaries from feedback, coaching insights and a monthly report.
- Same builder every week
- Slack requests in 48–72 hours
- Monitoring and fixes
- Monthly report
How it works
A focused sprint takes 2–3 weeks after scope and access are agreed.
01
30-minute call
You show us the process. We ask where it breaks.
02
Fixed quote in 24 hours
Written scope, price and launch date.
03
Build and test
Weekly demo, on your real data.
04
Live and handed over
Your team uses it. We fix anything for 30 days.
Who it's for
Built for businesses like yours.
Every build is shaped around your tools, your data and how your team works.
- Sales teams
- Agencies and consultancies
- Recruiters
- Customer success teams
Built before
Similar workflows we've built for clients.
Real screenshots, client names kept private.
Full workflowCall recordings into tasks in Notion and Asana
Action items from calls were lost because notes were patchy.
- Pulls new call recordings from RingCentral
- AI transcribes and summarizes each call
- Extracts the action items
- Creates the tasks in Notion and Asana
MakeRingCentralOpenAINotionAsana
Full workflowVoicemail transcription with reply drafts
Voicemails piled up and nobody had time to listen to each one.
- Catches voicemail emails as they arrive
- Transcribes the audio with Whisper
- AI writes a reply based on the message
- Sends it, labels the email and logs everything in a sheet
MakeOpenAI WhisperGmailGoogle Sheets
Questions
Before you start.
Do people need to know calls are recorded?
Yes. We set up clear recording notices and follow consent rules for the states you call into.
Which CRMs work?
HubSpot, Salesforce, Pipedrive, HighLevel and most others with an API.
How accurate are the summaries?
Very good on clear audio. Key fields can be marked for a quick human check before they update the CRM.
Where are recordings stored?
In your own accounts, with retention rules you choose.
More solutions
Often built together.
✦AI Meeting Notes & CRM Updates
Every call summarized, every CRM updated.
Request a free consultation. You get a fixed, written quote within 24 hours.