Every call transcribed, summarized, and remembered.
The most important context about a customer is what was said on the call, and it usually dies in a recording nobody watches again. Your AI follows up the next day with no idea the conversation ever happened.
Connect your meeting recorder and every finished call lands on the customer it was with, like a recorded phone call: transcript, summary, and action items filed to the contact's timeline. Your AI knows what was said before it writes the next follow-up.
From recorded call to the contact's timeline, automatically.
- Connect your recorderFireflies, Otter, Fathom, Gong, Grain, tl;dv, Read.ai. One connection and meetings start syncing.
- The call finds its contactAttendees match to the people in your CRM by email. Someone new becomes a contact on the spot, the same way an unknown caller would.
- Filed to the timelineTranscript, summary, and action items land on the contact's timeline beside their texts, emails, and calls.
- The AI remembersFollow-ups reference what was said on the call, including commitments, objections, and next steps, instead of starting from a blank slate.
Calls that land on the customer, not in an archive.
- Any recorder works
Fireflies, Otter, Fathom, Gong, Grain, tl;dv, Read.ai. Keep the tool your team already uses.
- Full transcripts
The whole conversation is kept, not just a summary, so nothing important gets lost.
- Fed to your AI
Your AI reads the call from the contact's timeline before it writes the next follow-up.
- Action items captured
Commitments and next steps from the call surface on the contact so nothing slips.
- Reread any call
Every meeting sits in the contact's history, so you can check what was agreed without hunting through a recorder app.
- Yours, controlled
Choose which meetings sync. A call with only your own team in it files nowhere.
Tools in this category.
- Connect Fireflies.ai and every recorded meeting lands on the contact who was in it, filed to their thread next to the calls and messages.
Fireflies.ai - Connect Otter.ai and every recorded meeting lands on the contact who was in it, filed to their thread next to the calls and messages.
Otter.ai - Connect Fathom and every recorded meeting lands on the contact who was in it, filed to their thread next to the calls and messages.
Fathom - Connect Gong and every recorded call lands on the contact who was on it, filed to their thread next to the messages.
Gong - Connect Grain and every recorded meeting lands on the contact who was in it, filed to their thread next to the calls and messages.
Grain - Connect tl;dv and every recorded meeting lands on the contact who was in it, filed to their thread next to the calls and messages.
tl;dv - Connect Read.ai and every recorded meeting lands on the contact who was in it, filed to their thread next to the calls and messages.
Read.ai
Questions about meetings.
Fireflies is rolling out now. Otter, Fathom, Gong, Grain, tl;dv, and Read.ai are on the catalog. Connect the one your team already records with.
Yes. The call is filed to the contact, so your AI references what was said when it messages that contact next.
No. Choose which meetings sync. A call with nobody outside your team in it is skipped entirely.
On the contact's timeline, scoped to your organization, beside every other conversation you have had with them.
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