AISOS AI Sales OS

Meetings: Internal & Client

Every client call ends with a clean recap: correct names, next steps with owners and a follow-up draft waiting for send approval via email, Telegram or other channels. Internal meetings get their prep ready before you walk in, and recaps or action items right when you leave.

  • About 30 minutes saved per call
  • Weekly report refreshed an hour before
  • Notes saved to your shared drive
Call recapPartnership call, 32 min
Attendees

4 people, names and roles checked

Two names the recorder got wrong, corrected.

Next steps

4 actions, each with an owner and a date

For example: send the sample dataset, you, by Friday.

Follow-up

Email draft in your voice

Thanks them, confirms the agreed steps, proposes the next call.

Saved to Meeting Notes as "2026-11-06 – Partnership call". CRM deal updated.

Client calls

Simply type "meeting notes" after a call to pull them up, or let it run on its own once the recording is ready.

  1. Pulls the recordingFrom your call recorder: Fathom, Zoom, Gong or Teams.
  2. Fixes the transcriptPeople, company and product names the recorder misheard, using your CRM and past emails.
  3. Identifies who was thereEach attendee's role and company is looked up, so the recap says who was in the room.
  4. Writes the recapBackground, what was discussed, decisions made, and next steps with an owner and a date.
  5. Drafts the follow-up and updates the CRMA follow-up email in your voice, plus the deal stage, next step and close date.
  6. Saves it where your team looksA dated document in your Meeting Notes folder, linked from the CRM record.

Internal meetings

Weekly pipeline and business reviews, prepared from the CRM instead of from memory.

  1. Refreshes the numbers an hour beforeBookings, renewals and pipeline by stage, straight from the CRM.
  2. Updates the reportYour existing report or deck, same layout, new figures, with changes since last week.
  3. Flags what needs discussionSlipped close dates, stalled deals and deals with no next step.
  4. Captures the outcomeNotes, decisions and action items with owners, saved and shared with the team.

Where it shows up

Your calendar in the Command Center carries a short brief for each meeting. Recaps and report prep land in the Reports tab.

Command Center · Today

Today's calendar 3 · live

10:00
Team stand-up
Internal · 15 min
14:00
Exchange listings team: second call now
3 attendees: Head of Listings, data engineer, BD lead
Brief: open question from call 1 was API rate limits. Bring the usage tiers.
Open brief ↗
16:30
Weekly pipeline review
Report refreshed at 3:30pm from the CRM
Open report ↗

Deadlines next 14 days

3d
Analytics platform decision meeting
Mon
6d
Quarterly forecast due
Thu
Command Center · Meetings · Reports
Call recap · Partnership call, 32 minWed 4:05pm4 attendees, 4 next steps with owners, follow-up drafted, CRM deal updated.

Next steps

  • Send the sample dataset · you · Friday
  • Share the API docs · sales engineer · Thursday
  • Confirm the budget owner · them · next week
  • Book the pricing call · you · after the sample

Transcript fixes

  • 2 names and 1 product term corrected
Weekly pipeline review prepThu 3:30pm$190k open across 6 deals: 1 red, 2 amber. Two close dates slipped.

Changes since last week

  • Payments startup moved to Proposal
  • Trading firm close date moved out 2 weeks

Needs discussion

  • Analytics platform: discount request
  • Market maker: no next step logged

Set up recaps and meeting prep

Tell us which calls need recaps, where notes should live and what goes in your weekly report. It takes about 10 minutes.

Start the intake form