Where to start
What do you want to solve first?
Recommendation for Operations & RevOps
Change my choiceStop losing what's said in meetings
Once recorded, a pipeline review can leave decisions and actions, not just memories
The macOS companion flags your reviews from the connected calendar, but not ones in a browser tab. You start the recording with one click, no bot, after telling the participants: the meeting notes list decisions, actions (with an owner when identifiable) and open questions.
Example
What was decided on strategic accounts at the last pipeline review?
The decisions and actions from that review's meeting notes, with the transcript excerpt cited. Colleagues can find them too if the notes sit in a shared knowledge base.
Illustrative example. Your answers will come from your own documents.
What you can do
- Get the decisions and actions from a pipeline review
- Check the figures quoted against Odoo or your Insights datasets
- Reread the previous meeting notes' actions to prepare the review
- Pick a shared knowledge base so the team can find the notes
Connect first
The product in action
From a question to an agent, in four steps
What you will see in the app, from the first question to creating an agent.
All recommendations
Every combination has its own page, which you can keep or share with your team.
Support & Customer Success
Sales
HR
Legal
Marketing
Finance
Leadership
Ready to see this on your own documents?
We connect your sources with you and start from your goal, not from a generic demo.
