Feature
AI Meeting Notes
Paste a Zoom, Google Meet, Teams or Webex link — or let calendar auto-join handle it — and the notetaker records, transcribes, summarizes, and files action items on the meeting record. 180 recording minutes a month are included on every plan.
A notetaker that joins the call so you don't take notes.
Meeting Notes
AI transcription, summaries & action items
Everything in AI Meeting Notes, in one place.
No add-ons, no upgrade walls. These come standard — sharing the same records, automations, and agents as the rest of your CRM.
Joins Zoom, Meet, Teams & Webex
Calendar auto-join
Searchable transcripts
AI summaries & action items
Filed on the contact and deal
180 min/mo included, more in-app
Meetings usually start with a booking link; the notetaker picks up where scheduling ends, and Karrie folds the action items into your daily brief.
Live in a day. Working for you on day one.
Connect in minutes
Turn it on from your workspace, sync the tools you already use, and your data lands clean and structured — no implementation project.
Let the agents work
Karrie and the specialist agents pick up the busywork automatically — drafting, routing, and scoring around the clock with a full audit trail.
Ship outcomes faster
Your team focuses on the work only humans should do. Everything else runs on autopilot, with humans in the loop wherever it matters.
AI Meeting Notes plugs into the tools you already run.
With 80+ native integrations — Gmail, Outlook, Stripe, Twilio, Slack, Zoom, QuickBooks, WhatsApp, Zapier, and n8n — your data syncs two ways and stays in sync. No middleware, no custom code.
Browse all integrationsEvery action an agent takes inside AI Meeting Notes is logged with a full audit trail, and sensitive steps wait for human approval — so you stay in control as automation scales.
Questions about AI Meeting Notes
Zoom, Google Meet, Microsoft Teams and Webex. Paste the meeting link into a meeting record, or connect your calendar and let the bot auto-join scheduled calls.
Every workspace includes 180 recording minutes a month on every plan. Usage is visible in the app, and additional capacity is available there when you need more.
The transcript, AI summary and action items are saved on the meeting record, linked to the contact and deal, and searchable across all your meetings.
Yes. The notetaker joins as a named participant — you choose the bot's name — and waits in the lobby until the host admits it.
Pairs well with the rest of the platform.
Put AI Meeting Notes to work.
Start your 7-day free trial. No credit card. Karrie starts scoring leads in minutes.