AI-Agents for Client Services in Video Summarization

Pull out key moments, recap videos, file research notes. Every one is ready to run, and you can adjust it in plain language.

File In-Person Meeting Notes

Keep client meeting commitments available for team follow-up.

Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.

Works with7 tools
File Meeting Notes

Keep client meeting decisions and next steps in searchable notes.

Find your meeting decisions and next steps in a searchable note, with the recording link alongside them.

Works with5 tools
File AI Meeting Notes

Save client meeting follow-ups where account teams can find them.

Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.

Works with4 tools
Create Meeting Notes

Save client meeting notes on their private calendar pages.

Get searchable meeting notes without another guest joining the call. Your private calendar keeps the recap and recording link together.

Works with
Create Post-Meeting Note

Save client meeting decisions and next steps for delivery teams.

Your team gets a searchable meeting note with decisions and follow-ups. The recording link stays with the details in your shared notes library.

Works with5 tools
Finish AI Meeting Notes

Confirm client meeting decisions before sharing the report.

Your team gets meeting notes with confirmed decisions and a link to the recording. Follow-ups stay tied to what people actually said.

Works with
Write Team Meeting Notes

Keep client team decisions and carryovers ready for the next meeting.

Your next agenda starts with a clear record of what the team decided. Find open items and the recording in the same note.

Works with
Write Meeting Notes

Summarize recorded client meetings for team follow-up.

Your team gets readable notes beside new meeting recordings, with decisions and follow-ups ready to review.

Works with
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