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 — so reps stay present and managers get visibility without chasing notes.
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
Connect Zoom and your calendar in Integrations settings.
- 2
Set auto-join policy per user or workspace.
- 3
Assistant joins scheduled Zoom links at call time.
- 4
Transcript and summary attach to the matched lead after the call.
