AI & Intelligence

Meeting Assistant

Transcripts and AI summaries on every sales call

Meeting Assistant joins Zoom calls from your calendar, transcribes the conversation, and attaches per-user AI summaries to the lead timeline. Reps stay present. Managers get visibility without chasing notes.

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Sync
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AI & IntelligenceConnected
Meeting booked · synced to lead timeline
Deal stage updated · pushed to CRM
Reply detected · cadence paused

What you get

  • Auto-join from Google Calendar or Calendly events
  • Full transcript stored on the meeting record
  • Per-attendee AI summary regeneration
  • Summaries and next steps on the lead timeline
  • Email notification when processing completes
  • Usage tracked transparently against your Pro wallet

How it works

  1. 1

    Connect Zoom and your calendar in Integrations settings.

  2. 2

    Set auto-join policy per user or workspace.

  3. 3

    Assistant joins scheduled Zoom links at call time.

  4. 4

    Transcript and summary attach to the matched lead after the call.

Related integrations

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Zoom

AI transcripts and summaries on every Zoom call

Google Calendar logo

Google Calendar

Sync meetings and reminders to deals

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Ask Flow

Your CRM co-pilot on every screen

More ways to connect FlowForce

All integrations

See every tool FlowForce connects to.

Email inbox

Send and sync from connected mailboxes.

Migration guide

Move from HubSpot, Salesforce, or CSV.

Pricing

Pro unlocks full send, sync, and Meeting Assistant.

Ready to try it? Start free. No credit card.

Connect Meeting Assistant to FlowForce.

OAuth setup takes minutes. Every touchpoint logs to the right lead automatically.

Free for one seat. No credit card. All integrations