CRM import
A row with the meeting title, reviewed notes and action items. Map the columns in your CRM’s import tool.
Integrations
Take the client’s words with you.
Share a reviewed follow-up with your client, export the meeting record, or connect a local MCP client to create form templates and fill them from a transcript.
Inside an export
Every answer keeps the client’s words.
A complete JSON export preserves the transcript, notes, next steps, follow-up and any forms you saved. Each drafted form answer includes its source passage.
Open the sample form
Form answer · JSON excerpt{
"label": "Requested document",
"value": "latest pension statement",
"source": "[00:41] Jordan Morgan: I’ll send my latest pension statement on Friday."
}Structured record
A complete machine-readable meeting record with transcript, notes and actions.
Meeting archive
A readable meeting note for client files, review packets and internal handoffs.