Meeting Assistant

Every call captured, summarized, and actionable.

FlowForce Meeting Assistant joins your video calls, transcribes the conversation, and delivers AI summaries tied to your CRM — so reps stop retyping notes and managers stop chasing updates.

Free forever for one seat. No credit card required.

01

Auto-join scheduled calls

Meeting Assistant joins Zoom and other supported platforms from your calendar. Set per-user or workspace policies for which events get a bot.

02

Transcript and recording

Calls are transcribed and linked to the meeting record in FlowForce. Revisit what was said without digging through separate tools.

03

AI summaries per attendee

Each participant can regenerate their own summary — action items, objections, and next steps — without overwriting teammates.

04

Pipeline follow-through

Summaries attach to leads and deals on the activity timeline. Turn talk into tasks and emails from the same workspace.

Why teams use it

Notes that write themselves

Reps stay present in the conversation. FlowForce handles capture, summary, and CRM logging — with usage tracked against your plan credits.

  • Configurable auto-join and exclusion rules
  • Email notifications when a run completes
  • Credit-based billing with transparent usage
  • Host controls to send or cancel the assistant
  • Works alongside Google Calendar and Microsoft Calendar sync
Discovery · Acme Inc.
Complete

Summary: Buyer asked for SOC 2 timeline and per-seat pricing. Agreed to send security pack and schedule technical review next week.

Task: Send security questionnaire
Email: Pro plan one-pager draft ready

Ship better follow-up after every call

Available on Pro. Usage draws from your workspace AI credits.