With AI
Calls into notes
Phone calls and meetings become structured notes with commitments, owners and deadlines.
How we do it
What was agreed lives in the head of whoever took the call. The note gets written if there's time — and there rarely is.
- 1Recording or transcript in, structured note out
- 2The note follows your fields: customer, commitment, deadline, next step
- 3Written straight into the CRM or case system rather than into yet another document
- 4Consent and retention are agreed before we touch anything — see AI and data processing