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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

Overview

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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See How Smart Meeting Minutes | Save time with the power of AI Works

  • RECORD Sales people can get AI generated meeting notes, add comments, record internal and client tasks on one screen within Salesforce during meetings or calls on a desktop. Smart Meeting Minutes templates for meeting agenda are also customizable.

  • SHARE Sales people can share notes and action items with participants and other parties as a pdf or word document at the end of the meeting. All Smart Meeting Minutes records within Salesforce are also part of a searchable knowledge base and as history.

  • FOLLOW-UP Related tasks to the meetings are auto created and the minutes are available for colleagues attached to the related Salesforce records. Smart Meeting Minutes are shown on Lead, Account, Contact, Opportunity.

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

Categories

Business Needs
Sales Productivity
Sales Intelligence
Lead & Opportunity Management
Personas
Business User
Executive
Sales Representative / Manager
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

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    Salesforce Summit Partner. EMEA Emerging Markets Implementation Partner FY26. We deliver business-oriented Salesforce projects across most industries — from customer acquisition to retention.