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Meeting intel

Meeting intel

Runs with approval gates

Calls recorded, summarized, and scored, with follow-ups drafted before you are back at your desk. The meetings you worked to book stop leaking value.

Salesdepartment
~10 minsetup
per meetingcadence
Open workspace
Active on your account.
Requirements
From youConnect your calendar; pick which meetings it may join
Access neededCalendar read + a meeting bot participant
ApprovalsFollow-up emails wait in your Inbox before sending
Works withSignal outbound, Competitive intel, CRM enrichment
Overview

Booking the meeting is half the work; what happens after is where deals leak. Meeting intel joins your calls, writes the summary you would never get around to, scores the conversation, and drafts the follow-up while it is still warm.

  • Recording and transcript for every external call, organized by account
  • A summary with commitments, objections, and next steps, not a wall of transcript
  • Follow-up email drafted in your voice, waiting in your Inbox when the call ends
  • Competitor and pricing mentions feed your other use cases automatically
What lands in your account
After every call
Summary + scored moments

Commitments, objections, pricing talk, and next steps, each linked to its spot in the recording.

Follow-up draft
In your Inbox at call end

Recap and next-step email in your voice, ready to approve while the conversation is still warm.

Account timeline
Every conversation in one place

The full history per account, so the third call never re-asks what the first call answered.

Cross-feed
Mentions routed

Competitor mentions update battlecards; product questions feed content topics.

How it runs
  • Joins the call. A named participant you control, on the meetings you allow. Internal calls excluded by default.
  • Writes the record. Transcript, summary, and scored moments land in the account timeline within minutes.
  • Drafts the follow-up. A recap email waits in your Inbox. Approve or edit; nothing sends itself.
  • Feeds the system. What prospects say sharpens your targeting, battlecards, and content.
Questions
Do prospects know it's there?+

Yes. It joins as a visible, named participant and follows your region's consent rules. You choose the display name.

Which meetings does it join?+

Only the ones matching rules you set at setup: external calls by default, specific calendars or titles if you prefer.

Can I keep it off certain calls?+

Yes. A calendar keyword or a one-click removal keeps it out, and you can delete any recording permanently.