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Smart Meeting Minutes | Save time with the power of AI
Use AI note-taking*, templates, add action items, comments and share as pdf
- Business Need
- Sales ProductivitySales IntelligenceLead & Opportunity Management
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService Cloud
Boost your sales team’s productivity with our AI-powered Smart Meeting Minutes app, integrated with Salesforce. Save hours with AI-note-taking, best practice templates, tasks, and internal comments in one single secure document. Try it free today!

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Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
App Details
- Version
- Smart Meeting Minutes/SMM2025Q1 2.2.1
- Listed On
- 09/19/2018
- Latest Release
- 02/13/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyCommunity BuilderManaged PackageSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 4Custom Tabs: 1Custom Apps: 0
- Lightning Components
- Global: 9App Builder: 1Community Builder: 1
- Languages
- English
Security
Additional Details
Smart Meeting Minutes created by Attention CRM Consulting is a compact sales effectiveness app for B2B (business to business) sales people who want to save time. Functions • One Screen • Seamlessly Built Into Salesforce • Automated Zoom AI summaries (Teams coming soon) • Take Notes • Record Action Items • Share as Document (PDF, DOC) • Easy Template Creation • Salesforce Tasks are Auto Created • Minutes / Memo Stored in Salesforce • Minutes Shown on Event /Account / Lead / Contact / Opportunity • Track Task Status • Searchable Database of Minutes • Name, Place, Parties Auto Populated • Versions Benefits • Record and Share on The Spot • Decrease Admin Time • Impress Clients • Ensure Key Topics are Covered • Introduce New Templates Easily • Follow Action Items • Build a Text Meeting Discussion Database
Need help?
Attention CRM Consulting
Budapest, Hungary