Use case
We turn customer calls and meetings into summaries, tasks and CRM data. Your team focuses on the conversation, not on taking notes.
How it works
It works with your phone system, company mobiles or Teams, Meet or Zoom meetings.
People know the call is being recorded and why.
Notice at the start of the call
Speech to text, separating who is speaking, even with accents or noise.
6 min · 2 speakers
Reason, agreements, tasks, dates, amounts and tone.
Visit: Thursday 10:00
A note on the customer record and assigned tasks.
Task created · technician assigned
Human review
Whoever took the call checks the summary before closing it.
Edit · confirm
Examples
6-minute call
“The customer explains that the warehouse printer is failing again two weeks after the last visit, and they agree that the technician will come on Thursday.”
Summary
Repeat fault on the warehouse printer. Second incident this month; customer unhappy.
Visit created in the CRM
15-minute call
“A prospect asks about maintenance for 25 machines, compares with their current supplier and asks for a proposal before the end of the month.”
Summary
Maintenance opportunity for 25 machines. Concerned about their current supplier's response time.
Opportunity created · task for the sales rep
45-minute Teams meeting
“Monthly operations review with five people. They discuss delays on two routes, a new supplier and the August holidays.”
Minutes
Delays on the north and coast routes. The new supplier will be trialled in September.
Minutes sent to attendees
Where it connects
Before and after
Today
With AI
Privacy
People must know they are being recorded and why. We review the notice and the legal basis under the GDPR.
Services with a data processing agreement, no use of recordings to train models and set deletion periods.
The tool summarises conversations; it is not used to score employees, a use the AI Act treats as high-risk.
Visual guide · Transcription and summaries
45 minutes
on one
page
From a meeting or a call you only need a few things: what was decided, who does what and by when. AI separates them from the rest.
01 · From voice to minutes
Monthly meeting 45:00 · 5 people
Delays on the north and coast routes. A new supplier will be trialled.
Decisions
Tasks
02 · What stays
03 · No writing up notes
Minutes to every attendee
Tasks
With an owner and a date
CRM
A note on the customer record, if it is a call
Whoever took the call or ran the meeting checks the summary before it goes out.
04 · Recording, done right
People are told.
They know it is recorded and why, with a GDPR legal basis.
Data is protected.
A processor agreement, no model training and deletion periods.
Nobody is scored.
It summarises conversations; it does not assess staff, a high-risk use.
Meetings
Afterwards, every attendee receives the summary, the decisions made and the actions with their owners. Nobody has to write up the notes.
Method
Support, sales or internal meetings. We define which data to extract from each conversation and where it should end up.
Summary template and data destination
We connect the source, fine-tune the summaries and measure quality with the team.
Working pilot with human review
We automate the hand-off to the CRM and extend it to other teams if the results are convincing.
CRM integration and usage guide
We automate repetitive tasks with AI so your team spends less time copying data, reviewing documents, classifying requests or drafting replies by hand.
Get the most from your Copilot licences in the apps your team already uses.
More time selling and less time preparing, with AI as your sales assistant.
Tell us which conversations you want to make the most of, which tools you work with and where the information should end up.
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