Meeting Notes to CRM

Overview

After a sales/CS call, summarize notes, extract next steps, and update CRM with human confirmation.

Flow

Trigger: Meeting ended / notes submitted

1. 1
   Trigger

   Notes submitted

2. 2
   Action

   Summarize & extract fields

3. 3
   Integration

   Map to CRM properties

4. 4
   Approval

   Rep confirms accuracy

5. 5
   Action

   Write CRM + create tasks

6. 6
   Notify

   Notify next owner if handoff

Setup instructions

Start with a structured note template. Require confirmation before CRM write.

Failure cases

• Wrong contact mapping
• Overconfident summaries