Discovery Notes Agent
Every discovery call transcribed, summarized and in the CRM in under 5 minutes
- Category
- Support and customer service
- Model
- open, installed on your premises
- Data
- never leaves
- Subscription
- €0 per month
During a discovery call, a sales rep must listen, question and take notes simultaneously, a multitasking exercise that degrades conversation quality. And even with the best intentions, post-call notes are incomplete or inconsistent. The Discovery Notes Agent automatically transcribes your calls, generates a structured LLM summary and creates the prospect record in your CRM in under 5 minutes after hanging up.
Manual notes are incomplete, subjective and time-consuming. Critical information (budget mentioned, objections, next steps) gets lost. CRM records stay empty or poorly filled. And without structured notes, sales follow-up becomes approximate.
The call recording (Zoom, Meet, Teams) is automatically sent to the agent after the meeting ends. A speech recognition model transcribes audio to text. The LLM generates a structured summary: identified issues, budget mentioned, objections, next steps, BANT score. The record is created in the CRM with all fields pre-filled.
Live in four steps.
- 01Video conferencing tool connection
Zoom, Google Meet or Microsoft Teams integration for automatic recording retrieval after each call.
- 02Automatic transcription
High-accuracy audio-to-text transcription by a speech recognition model, with speaker diarization and timecodes.
- 03Structured LLM summary
Automatic extraction of key information: issues, budget, objections, next steps, BANT score and to-do list.
- 04CRM push & notification
Automatic creation or update of the CRM record. Email notification to the rep with the 5-point summary.
Results you can measure.
The rep is 100% focused on the conversation. No pen, no laptop, just the exchange.
Every call automatically feeds the CRM with structured, reliable data, no manual intervention.
If a rep changes roles, their replacement has complete notes for every prospect. Zero information loss.
What we get asked before signing.
Does recording require participant consent?
How accurate is Automatic transcription?
Which CRMs does the agent support?
Can certain call parts be excluded from the summary?
Let's talk about your case for thirty minutes.
A conversation to understand your context, volumes and tools. You leave with a scope and an order of magnitude, no commitment.