Discovery & Demo
Auto Discovery Call Notes
Extract discovery fields from call transcripts and log structured notes + update deals in CRM.
How it works
1
Get the latest meeting transcript
2
Find the prospect in the CRM
3
Add a summary note to the record
4
Update deal details if applicable
Related use cases
Call Prep on Autopilot
Prepare sales call briefs by pulling CRM data, enriching contacts, and delivering dossier before meetings.
Discovery & DemoEnrichment
CRM Self-Update After Sales Calls
Update CRM after sales calls with next steps, contacts, and send welcome email + CSM briefing on deal close.
Discovery & DemoPost-Sale
Demo Preparation Brief
Generate a tailored demo preparation brief for a sales rep before a product demo — including prospect context, key pain points, recommended demo flow, and talking points.
Lead ManagementDiscovery & Demo
Discovery Call Agenda
Generate a tailored discovery call agenda from CRM data and prospect context, create it in Google Docs, and attach to the calendar meeting.
Lead ManagementDiscovery & Demo