Meeting Assistant joins your video calls, transcribes the conversation, and delivers AI summaries tied to your CRM. Reps stay present — notes write themselves.
Available on Pro. Usage draws from your workspace AI credits.
Summary: Buyer asked for security timeline and per-seat pricing. Agreed to send pack and schedule technical review next week.
How it works
From calendar event to CRM timeline — without retyping notes after every call.
01 · Join
Joins Zoom and supported platforms from synced Google or Microsoft Calendar. Per-user or workspace policies for which events get a bot.
02 · Capture
Calls transcribed and linked to the meeting in FlowForce. Revisit what was said without a separate tool.
03 · Summarize
Each participant regenerates their own summary — action items, objections, next steps — without overwriting teammates.
Use cases
Reps stay in the conversation. FlowForce handles capture and CRM logging.
Objections and next steps on the deal timeline.
Action items become tasks automatically.
Read transcript without re-listening.
Meeting context travels with the record.
Built for teams
Host controls, exclusion rules, and credit-based billing you can track.
Google and Microsoft Calendar.
Notification when run finishes.
Summaries on leads and deals.
“Meeting summaries land on the deal before I hang up. Follow-up drafts practically write themselves.”
Available on Pro. Usage draws from your workspace AI credits.