AI Note Taker Integration
Turn meeting recordings into instant action. Our Note Taker Integration automatically syncs transcripts and insights into your CRM, project boards, and knowledge systems, no manual work needed.
Your meetings. Synced to your systems.
The Note Taker Integration connects popular note-taking tools like Otter, Fireflies, and Fathom directly into your CRM, project management, or knowledge platforms. No workflow disruption, no copy-paste chaos. Valuable meeting insights flow automatically into the tools your team already uses, so decisions, action points, and customer context are never lost in siloed notes again.
Use it to:
• Auto-sync meeting summaries and action items to your project management boards
• Feed customer insights straight into CRM for faster follow-ups
• Centralize meeting outcomes in knowledge bases for easy team access
• Keep a consistent, searchable history of discussions and decisions
Why it works:
✓ Works with the tools your team already uses
✓ Eliminates manual transfer and missed details
✓ Custom integrations aligned with your workflows
✓ Brings structure and traceability to your meetings
Applicable across all industries, ideal for any organization dealing with a lot of (digital) meetings internally and externally.
Departments: Sales, Operations, Marketing, HR, Legal, Finance, Compliance
Integrated. Actionable. Effortless. Change how your team captures and applies what matters on a daily basis.