Productivity / Automation

Automate End-to-End Meeting Intelligence, Follow-Ups and Executive Decks

Turn client and leadership calls into immediate execution: capture transcripts, cross-reference internal PDFs and spreadsheets, generate a stakeholder slide deck, and automate CRM & Slack follow-ups.

1
Step 1 of 4
Record, transcribe and extract structured action items from live calls
Capture Zoom, Meet or Teams conversations automatically with speaker-tagged summaries and key decisions.
Option 1 / 3
Fathom
Freemium·Free option
Records, transcribes & highlights the top moments from your calls. Sends automatically generated call notes to your CRM.
Productivity Communication View details
2
Step 2 of 4
Synthesize call transcripts with internal PDFs and spreadsheet metrics
Combine the meeting transcript with supporting reports and data tables to surface grounded insights and charts.
Option 1 / 4
NotebookLM
Freemium·Free option
We’re rolling out NotebookLM, an experimental offering from Google Labs to summarize information, complex ideas and brainstorm new connections.
Productivity View details
3
Step 3 of 4
Generate a polished executive slide deck from the synthesized brief
Turn your combined meeting findings and recommendations into a shareable presentation deck in one click.
Option 1 / 3
Gamma
Free option
Gamma is an AI designer that automates the structure, content, and visuals of presentations.
Design Productivity View details
4
Step 4 of 4
Trigger automated CRM updates, Slack summaries and follow-up emails
Route action items to your task manager, update deal fields in your CRM and draft the client recap email.
Option 1 / 4
Make
Free option
Make is a visual platform that allows anyone to design, build, and automate anything—from tasks and workflows to apps and systems—without the need for coding skills.
Productivity Software Development View details