Sales team capturing every discovery call
The AI employee joins the call, takes notes, extracts objections, and drafts the next follow-up before the rep leaves the meeting.
Join Meetings and Take Notes
Your employee joins calls, captures transcripts, summarizes decisions, drafts follow-ups, and keeps meeting context searchable for the whole team.
The meeting assistant is the fastest way to turn a live call into useful work. It joins Zoom, Google Meet, or Teams meetings, captures the conversation, identifies decisions and action items, and turns the result into something your team can actually use. The transcript is only the beginning.
Instead of dumping raw notes into a folder, the assistant produces a structured summary, a clear list of next steps, and a searchable history tied to the meeting itself. That means the meeting does not disappear when the call ends. The context stays attached to the work.
The assistant can also sit in for you when you cannot attend or when you want a bot-free capture workflow. It keeps the same memory, tools, and behavior as the rest of your AI employee platform, so the output can move into follow-up, tasks, and broader execution.
Join Calls Automatically and Capture the Conversation
Meeting Assistant gives your AI employee a seat in the meeting. It joins on schedule, records the conversation, and produces a live transcript so you are not relying on memory after the fact.
Because it sits inside the same platform as your other AI employees, the assistant can use the same knowledge, skills, and policies that power your other workflows. That means it is not just taking notes. It is operating with context.
Summaries, Decisions, and Follow-Up Drafts
The assistant turns a call into a readable summary with decisions, objections, action items, and next steps already organized. You do not need to clean up raw notes before sharing them with your team.
Right after the meeting, it can draft follow-up emails or recap messages so momentum continues without manual cleanup. The point is to remove the dead time after the call, not just the note-taking during it.
Searchable Meeting Memory Across Calls
Every meeting becomes part of a searchable history. You can recover a quote, a decision, or an unresolved issue without scrubbing through a recording.
That turns meetings into durable knowledge instead of disposable video files. If the same topic comes up again next week, the assistant already has the context.
Use Cases
Customer success team keeping account history organized
Recurring check-ins get summarized and stored so the whole team has a searchable account history.
Recruiting team documenting candidate interviews
The assistant records each interview, creates a readable summary, and makes comparison easier across candidates.
Leadership team preserving decisions and action items
Board meetings and leadership syncs turn into structured follow-up work instead of notes that get lost in inboxes.
Comparison
| Before | After |
|---|---|
| Meeting notes are written after the call and depend on someone remembering what mattered. | The assistant captures the conversation live and organizes the important parts automatically. |
| Summaries are inconsistent because different people take notes differently. | The AI employee produces a consistent format every time. |
| Follow-up work gets delayed because the recap is written later. | The assistant drafts the recap as soon as the meeting ends. |
| Past meeting context is buried in video files or random docs. | Everything stays in a searchable workspace tied to the meeting. |
FAQ
Can the meeting assistant join calls automatically?
Yes. It can join scheduled meetings, capture the call, and return a transcript and summary without manual setup every time.
Does it work with Zoom, Google Meet, and Teams?
Yes. Those are the main platforms the meeting assistant is designed to support.
Can it take notes and draft follow-up messages?
Yes. It creates structured notes, pulls out action items, and can draft recap or follow-up messages after the call ends.
Can I use it as a bot-free workflow?
Yes. It can use a quieter capture workflow when you do not want an obvious meeting bot participating in the room.
Does it keep past meeting history searchable?
Yes. Past meetings remain searchable so your team can find decisions, commitments, and context later.
We used to spend 20 minutes after every call turning notes into a summary and follow-up email. Now the assistant gives us both before anyone has time to drift to the next task.