AI notetaker

Speech-to-text turns the audio into a transcript with speaker labels, and a language model writes the summary, decisions and next steps, often into a template you choose. Google Meet and Teams also offer built-in notes and transcription on some plans.

For sales teams, the value is in what happens after the call: notes land on the CRM record without typing, the follow-up email is drafted from what the buyer actually said, and a manager can review a deal's calls without attending them. Sales-focused notetakers also pull details such as budget, timeline and decision makers into CRM fields.

For example, an account executive runs 18 discovery calls a week. The notetaker writes each summary to the CRM within minutes, fills the next-step field and drafts the follow-up email. The rep stops typing notes during calls, and the manager reviews three calls per rep every Friday from the transcripts instead of sitting in.

Recording rules apply. In California, for example, all parties to a confidential conversation must consent to being recorded, and other states and countries set their own rules. Built-in tools notify people: Google Meet tells all participants that notes are being taken, and Teams shows a banner when recording or transcription starts. Set a policy for external calls and say at the start that the call is recorded.