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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

$3   USD/user/month
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Business Need
Sales Productivity
Sales Intelligence
Lead & Opportunity Management
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
Smart Meeting Minutes/SMM2025Q1 2.2.1
Listed On
09/19/2018
Latest Release
02/13/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Community Builder
Managed Package
Salesforce Mobile
Package Contents
If 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: 4
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 9
App Builder: 1
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.93.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/26/2022

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