What makes it different
- The briefing matters more than the notes
- It writes where the work lives
- It does not invent
Meeting Notes Crm
An ai note taking app that files to the client record
A briefing before the meeting. The notes filed to the right record after it.
Book a free Claude 101
How it works
- Before the meeting, the briefing is built
- During it, the notes are captured
- After it, the summary is written
- It goes to the right record
- A person approves
Where it runs today
An executive search firm
The briefing before each client meeting used to take two hours of reading.
What it connects to: Recruiterflow, Salesforce, Notion, HubSpot, Granola and other recorders, Outlook and Google Calendar.
Is this the right fit for your firm?
Which recorder do we need?
Whichever you already use. The notes matter, not the tool that made them.
Can it write into our CRM?
Yes, where the system allows it. We check the write access before quoting.
Who approves the note?
A person, before anything is filed.
Start with the task your team repeats every week
Bring it to a free one-hour Claude 101, on Claude, the AI assistant made by Anthropic, and see what can be set up to take it off their desk.
Book a free Claude 101