Meeting Agent -> ERP
AI assistant for online meetings. Automatic notes, task extraction, and synchronization with your ERP/CRM system.
Automatic transcript, structured summary, action items, and ERP/CRM tasks. Meetings end; missing notes are a thing of the past.
Key Features
Automatic Transcription
AI listens to the meeting and creates structured notes in real-time.
Task Extraction
Automatic identification of action items and assignment to responsible persons.
ERP/CRM Sync
Tasks and notes are automatically synchronized with your system.
Meeting Summary
After the meeting, you receive an email with summary, tasks, and key points.
What You Get After the Meeting
Automatic report with summary, tasks, and key points. Everything synchronized with your system.
Sales call - ABC Company
- John Smith
- Peter Johnson
- Anna Black (ABC)
Discussion about implementing AI solution for customer support. Client is interested in a pilot project.
- Prepare price quote — John Smith (by Jan 18)
- Send reference cases — Peter Johnson (by Jan 16)
- Schedule technical demo — John Smith (by Jan 22)
- • Structured meeting summary
- • List of tasks with deadlines and responsible persons
- • Automatic entry into CRM/ERP
- • Full meeting transcript with timestamps
Integrations
Connect Meeting Agent with your tools
Meeting
- Microsoft Teams
- Zoom
- Google Meet
ERP
- SAP
- Microsoft Dynamics
CRM
- Salesforce
- HubSpot
Project
- Jira
Never Forget Any Task
Meeting Agent captures every task from the meeting and synchronizes it with your ERP/CRM system.