Sales Meeting Recapper | Ai Sales Automation

Insight Collector Ai Marketing Automation

Transcribe. Recap. Assign.

Transform the sales meeting transcription into a recap email that includes mentioned resources, talking points and next steps.

Trigger

Triggers are always customized to your processes.

Call Recording

A sales call transcription from a meeting recorder gets generated.

Operations

These are standard operations. Actual operations will be customized to your needs.

1. Review Transcript

Review the call transcript for important parts:

Questions asked
Pain points conveyed
Referenced resources (case studies, articles, etc.)
Next steps

2. Draft Response

Identify a post-call follow-up template
Recap answers to prospect questions.
Pull links to any referenced or relevant content assets.
List the next steps and assign to the appropriate person.

3. Share with Sales Team

Save the email as a draft for the sales rep to review and send.

AUTOMATION IMPACT REPORT

MANUAL EFFORT

Limited

Your sales rep reviews the email draft, tweaks and sends.

OUTPUTS

The sales call follow-up email is the only output.

TIME SAVED

Varies

The time it takes for your sales rep to write and send a recap email is likely 15 to 30 minutes.

Schedule Your Audit and Roadmap Discovery Call

Start with a free audit of your sales & marketing systems. We’ll show you exactly how AI + Automation can help you do more, faster.

DISCLAIMER: L2 only takes on five new automation projects a month.