Case study · Sales teams on many calls
Meeting notes while the call runs
After a buyer call, the follow-ups live in someone’s head until Friday, and half of them never happen.
Before
Notes were typed during the call or rebuilt from memory afterwards, and the to-dos were scattered across notebooks and inboxes.
With the tool
With everyone’s agreement, the call is transcribed as it goes, the to-dos appear while you’re still talking, and a summary matched to the calendar event is ready when you hang up.
Recording with everyone’s consent
- Send the Velamare tech sheet in American EnglishGiulia · today
- Confirm the distributor’s spring order dateMarco · Thu
- Hold 50 cases of Solmora for the spring listImporter · Fri
Summary: the importer wants Velamare on two Chicago wine lists by April and will confirm the allocation after the spring order.
How it works
- 01It starts only when a call starts, and only with everyone’s consent.
- 02Both sides are transcribed every 60 seconds.
- 03Every few minutes a language model pulls out the to-dos and who owns them.
- 04When the call ends, a summary is filed against the calendar event, for you to read and edit.
Where a person checks
Nothing goes to the other side of the call. You read the summary and decide what to send.
Measured, with dates
- Pilot
- one real call and one simulated call so far
- October 2026
- 60 s
- between transcript updates during the call
- October 2026
- 3 min
- between to-do updates during the call
- October 2026
Where the data lives
Recordings and notes stay on the laptop. Recording consent rules differ by state and in the EU, so any client version starts with a written consent check.
The panel shows an invented call about a fictional estate. No real call appears here.
A version for your business
A version for your team, after the consent check, on the laptops your people already use.
Builds: a fixed price, quoted in writing after the Review or the Starter build.