Meeting notes from recordings
Upload the recording, and an agent writes the notes
A consulting sales team with several customer meetings a day set up a flow where uploading the recording is all it takes to get notes in the team format on the customer record.
The problem
- 01
Notes come after the meeting
Reps replayed recordings to write notes after each meeting, and prep for the next one slipped.
- 02
Every rep writes differently
Format and depth varied by person, so managers could not compare accounts side by side.
- 03
Notes live away from the record
Notes sat in personal docs and chats, and the customer record held nothing from past meetings.
How Trackit solves it
- 1
After the meeting, just upload the recording
Open today’s meeting on the timeline and attach the recording. That is all the rep does. Attaching the file starts the workflow.
- 2
AI transcribes, and an agent writes it up in your team format
AI file analysis turns the recording into text. A custom agent, instructed with the team note format (attendees, summary, customer asks, follow-ups), organizes that text. The agent only reads and never changes data itself.
- 3
Notes on the customer record, follow-ups as tasks
A create-note block saves the notes to that customer record. A create-task block turns each follow-up into a task with an owner and a due date. Before the next meeting, the record shows the last conversation and what is left to do in one place.
- TriggerFile attachedA meeting recording is uploaded to the customer record.
- AIAI file analysisThe recording becomes text.
- AICustom agentWrites the summary and follow-ups in the team format.
- ResultCreate noteSaves the notes to that customer record.
- ResultCreate taskTurns each follow-up into a task with an owner and due date.
Jiwon Kim
Saetbyeol Kim
Dohyun ParkWhat changed
Before Trackit
With Trackit
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