Meetings & notetaker
Schedule a meeting, get an AI brief before it, keep notes on it, and set up the notetaker that records your video calls.
What you will learn
- Schedule a meeting
- Meetings from a connected Google Meet, Zoom or Teams calendar show up by themselves. Or click New meeting, set the time, add a video link and link the deal.
- Prepare and take notes
- Click Generate meeting prep for a brief with goals, where the deal stands, what to talk about and the risks. Notes save by themselves on the meeting.
- The notetaker
- On a recorded call it joins, records and writes the notes. Under Apps, in Video conferencing, set its name and whether attendees get a summary email.
Reach customers
5 lessonsApprox. 12 min
Your progress0%
Related articles
- MeetingsBring your meetings into PromptLab, prepare with AI, let the notetaker record them, and get the summary, transcript and tasks afterwards.
- Call IntelligenceAutomatically capture, summarize, and extract commitments from every sales call so your team can act on conversations immediately.
- IntegrationsConnect PromptLab to your email, calendar, messaging, productivity, and ERP tools to capture every customer interaction automatically.