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Meeting Notes Agent
Heard. Logged. Done. Inside your notes, CRM and Outlook.
The meeting gets captured, the CRM updated, and a recap drafted for the team.
- Granola
- DealCloud
- Outlook
What the video shows
- On an IOI feedback call for Project Alder, the notes write themselves: the invitation to the management presentation and its date, where the IOI landed, and changes on the banker’s team.
- When the call ends, the notes go into the deal’s record in your CRM: the call is logged as the last activity, the stage moves to management presentation, the next date is set and the banker’s new title is recorded.
- An email tells you it’s done and lists what changed, with a link to the record.