4d • 🧰 Tools & Tips 🧰
Automated CRM Entries Using Meeting Transcripts
I am wanting to use transcripts from meetings to automatically update CRM entries with clients / prospects.
Does anyone do this currently?
I'm considering
OtterPilot / Notetaker -> post in slack -> Zapier watches the chat and parses notes and proposes updates to CRM -> human in loop accepts -> CRM updates.
Would time savings with automated CRM entry like this be valuable for others?
Thoughts?
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Automated CRM Entries Using Meeting Transcripts
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