Turn every sales call recording into CRM notes automatically

Paste in a call recording link and the system transcribes it and writes a full CRM report to your Google Doc.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(("call recording link submitted")):::human s0["Transcribe recording with speakers"]:::svc s1["Wait for transcription to finish"]:::task s2["Extract deal details with AI"]:::task s3[("Append report to Google Doc")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"CRM report saved to doc"/]:::out pay{{"saves time writing call notes"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceA personA record or sheetResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
AI Agents & Autonomous SystemsVoice & PhoneCRM & Sales PipelineReporting & AnalyticsSurvey & Feedback
Connects
WayinVideoOpenAIGoogle Docs

The problem it solves

After every sales call, someone has to relisten or scroll back through notes to capture what was actually said, agreed to, and promised. That note-taking eats into time you could spend on the next call, and details still slip through. This listens to the call for you and hands you a clean, structured summary ready for the CRM.

Who it fits

Sales teams, agencies, or freelancers who want every client call turned into structured notes without typing them up.

How it works

  1. You submit a call recording link along with client details through a simple form
  2. The recording is transcribed with speakers labeled
  3. The system waits until the transcription is fully finished
  4. AI reads the full transcript and pulls out deal status, objections, pricing, and next steps
  5. The complete report is appended to your shared Google Doc with a timestamp
What you get

Call details captured in your CRM automatically

You get a detailed report of deal status, objections, pricing, and next steps waiting in your shared doc after every call.

What you get

A structured CRM report for every sales call, saved automatically to a shared Google Doc.

What you need

A call transcription service, an OpenAI account, and a Google account for Google Docs.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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