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Sales · Automation · Standard package

Meeting intelligence

AI transcribes every sales call, extracts next steps, syncs to CRM and flags deal risks — automatically after every call.

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Call recording
DraftAction items
Illustrative preview · sample data

How it works

  1. 1Call recording connected (Zoom / Meet / Teams)
  2. 2Next steps and commitments extracted and logged
  3. 3Coaching insights surfaced per rep weekly

What you receive

  • Meeting recording + transcript per call
  • AI summary with next steps
  • CRM auto-update on deal fields + next steps
  • Deal risk flag system
Tools and connections

Works around the tools you already use

8 tools listed for this solution
Your tools
  • Zoom
  • Google Meet
  • Microsoft Teams
  • Fireflies.ai
  • Gong
  • HubSpot
  • Salesforce
  • Slack
How they connect
  • Direct connection, where the tool allows it
  • Regular import or export of files
  • Assisted workflow your team runs

The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.

Full workflow · 6 steps
  1. 01Call recording connected (Zoom / Meet / Teams)
  2. 02AI transcribes and summarises every meeting
  3. 03Next steps and commitments extracted and logged
  4. 04CRM deal record updated automatically
  5. 05Deal risk signals flagged to manager
  6. 06Coaching insights surfaced per rep weekly
Everything included · 6 deliverables
  • Meeting recording + transcript per call
  • AI summary with next steps
  • CRM auto-update on deal fields + next steps
  • Deal risk flag system
  • Rep coaching insights
  • Monthly call quality dashboard
What we’ll need from you
  • Call recording connected (Zoom / Meet / Teams)
  • Access to the relevant tools and a sample of real data
  • A named owner on your team to review outputs
Human review

Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.

Delivery and support
Package
Standard · price shared on enquiry
Tentative build time
3–4 weeks, confirmed after your demo
Maintenance & support
Email + WhatsApp within 4h, in your SUITE AI Workspace
Billing
One-time build fee plus monthly maintenance in your SUITE AI Workspace
Availability
Built and scoped for each business — not an off-the-shelf product.

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