Every call transcribed, summarised in a paragraph, written to the customer record, and turned into the follow-up task somebody would otherwise forget.
Automations / Call Transcription
What was agreed on a call is the most valuable information your business produces and the least reliably kept. People mean to write it up, then the next call starts. Three weeks later nobody can say what was promised, and the version the client remembers wins. We record and transcribe the conversation, summarise what actually matters, write it to the right customer record, and create the follow-up tasks with owners and dates attached. The note is written before anyone has stood up.
Get startedWhat gets agreed on a call is the most valuable information your business produces and the least reliably written down. People mean to write it up, then the next call starts. Three weeks later nobody can say what was promised, and the version the client remembers is the one that wins.
of sales staff name note-taking and data input as their most time-consuming task
Salesforce, State of Sales research, 2023
of a seller’s time is actually spent selling — the rest goes to admin, data entry and internal meetings
Salesforce, State of Sales, 2026
of the working day goes on communicating — meetings, email and chat — against 43% spent actually creating anything
Microsoft Work Trend Index, 2025 · 31,000 workers
We hook into the systems your conversations already happen on — phone, Teams, Zoom, Meet — and get consent and retention right before anything is recorded.
We tune the summary to what your business needs out of a call, then write it to the right record and raise the follow-up tasks automatically.
We review early summaries against what people would have written themselves, and adjust until the note is the one they would have kept.
Calls and video meetings transcribed with speakers identified, across the systems you already use. The full record exists whether or not anyone was in a position to take notes.
Decisions, commitments, objections and next steps in a short paragraph. A full transcript nobody opens is not a record; a five-line summary on the customer record is.
Filed against the right customer or deal automatically, so the next person to pick up the relationship sees what was said without asking a colleague who was on the call.
Anything promised on the call becomes a task with an owner and a date. The commitments that quietly evaporate between a call ending and a diary being opened stop evaporating.
Notification, consent capture and a retention policy that matches UK GDPR, agreed with you before anything runs. Recording conversations is worth doing properly or not at all.
If answering that means ringing whoever was on the call, the notes are not being kept. We’ll show you what the record would look like if they were.
Transcripts are raw material, which is exactly why nobody reads them. What lands on the customer record is five lines of what was decided and promised, with the follow-ups already raised as tasks and the audio searchable underneath.
Lawful basis, announcements, and a retention schedule that actually deletes. Recording conversations is worth doing properly or not at all, and we will tell you where it is not worth the friction.
Early summaries get reviewed against the note a human would have kept, and adjusted until they match. A generic summariser gives you a generic summary.
Yes, with the right handling, and getting that right is part of the build rather than something left to you. Under UK GDPR you need a lawful basis, clear notification to everyone on the call, and a retention period you actually stick to — we set up the announcements, the consent capture and the automatic deletion schedule. We will also tell you where recording is not worth the friction. Some conversations are better summarised from notes.
A transcript is raw material, not a record, which is exactly why they go unread. The output here is a five-line summary of what was decided and what was promised, filed on the customer record where someone will actually encounter it, with the follow-ups already raised as tasks. The transcript stays searchable underneath for the week you need the exact wording, but nobody has to read one to get the value.
Good, and better than it was two years ago, but not perfect — and the design accounts for that. The summary is a draft on the record that anyone can correct in a moment, and the audio stays attached so the exact wording is always recoverable. It is worth comparing against the honest alternative: a note written from memory four hours later, or more often, no note at all.
Book a free discovery call and we’ll look at where your conversations currently end up, and what it would take to have them write themselves down.
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