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AI meeting notes
Bringing recorded calls into the CRM as AI meeting notes. In Settings, under Integrations, add the recorder's API key on the AI Meeting note taker card, connect and import calls. Each call is matched to invited people by email. On a contact, the AI Meeting Note tab lists meetings, and one opens with the summary (purpose, takeaways, topics, next steps), the transcript with speaking time and timestamps, Action items for each side and Invites. Use it to review past calls.
Transcript
Connect your meeting recorder once. In Settings, under Integrations, add its API key on the AI Meeting note taker card, connect, and import your recorded calls. From then on, each call is matched to the people invited, by their email. Open a contact, and the AI Meeting Note tab lists their meetings. Open one to read the summary: the purpose, key takeaways, topics and next steps. The transcript shows how long each person spoke, and every line with its timestamp. Action items lists what each side agreed to, and Invites shows who was on the call. Each Friday, Alex asks Claude to turn calls into tasks. Claude reads five calls and creates eleven tasks. Claude, ChatGPT or any assistant you connect to Vetta works on your real workspace, so let it type, then give it a bigger job each week. In Vetta, check each Tasks tab and its due dates.
Read the article: AI Meeting Notes