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Weekly sync · Acme CorpRecorded · 42 min · Today, 2:15 PM
You

what did the CFO commit to?

CraftNote

Budget locked at $89/seat. Launch shifts to Q2 — said at 23:14. She needs a Friday answer on the security review.

You

draft a recap to her

CraftNote

Drafted — security + Q2 timing, ready to send

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Q3 Sales Kickoff — Recap & Action Items
May 10, 2026

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IN ACTION

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Strategy review · TuesdayRecorded · 38 min

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Decisions: Pricing locked at $89/seat; launch slips to Q2. Risks: security review still open; CFO needs a Friday answer. Next steps: legal loop-in by EOW, intro to procurement before Dec 15.

We're moving fast on this, but not before Q2.CFO · 23:14
3 Decisions·2 RisksAsk AI
Ask — then ask again
Client call · AcmeRecorded · 1h 12m

Multi-turn chat. Drill into what you actually need.

  1. Did the CFO actually commit, or just hint? She hinted three times — never a yes. Worth pressing at 38:12.
  2. Compare to last quarter's call. Same pattern. She hedged in Q3 then signed in week 8.
  3. Open risks? Two — pricing locked but not signed, security review timing.
4 Follow-ups· Cross-note contextAsk AI
Ask: “what did she say about pricing?”
Client call · AcmePhone · 45 min

The exact quote, on demand.

We're budget-locked till April — but if you can hold the price, we'll sign Q2.Acme · 12:08
We'd pay more if onboarding didn't eat a week of our team's time.Acme · 41:33
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2 Quotes pulled·1 QuestionAsk AI

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Q3 Roadmap Planning
Actions & Owners
Finalize pricing model (Sarah, Jun 5)
Review API rate-limit proposal (Dev, Jun 7)
Send legal NDA draft (Marcus, Jun 9)
Schedule design review (All, Jun 12)
Update investor deck (James, Jun 14)

I spent 30 minutes after every call rewriting my notes into a usable format. One button press takes care of all of that now.

Priya N.
Priya N.Product Manager

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Projektbesprechung Q3 — Zusammenfassung & Nächste Schritte
28. Mai 2026

I run client calls in three languages. CraftNote gives me clean English notes every time. Saves me an hour a day.

Tomás R.
Tomás R.Sales Lead, Madrid

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Q3 Standup — May 28, 2026
May 28, 2026 · 6 attendees
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#meeting-notes
Public link
#user-feedback
Email participants
CRM
Notion — Projects
ATS / Candidate notes
1 on 1 notes
PDF Export
DOCX Export
Confluence
Google Drive

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Confidential: Q3 Strategy Review
May 28, 2026 · Executive Team

Getting legal to approve AI tools is usually a nightmare. CraftNote was the easiest sell I've ever made. The security story speaks for itself.

Roz W.
Roz W.Head of IT, financial services