Get a clear recap of what was discussed, what was decided and what happens next. Keep notes with your customers and review suggested follow-ups before applying them.
Avery wants a clearer path from inquiry to booking.
What we agreed
Review the existing form and follow-up experience.
Suggested next step
Prepare a draft plan for review.
Review proposed tasks and CRM changes before applying.
The conversation becomes a useful recap
Decisions and proposed tasks stay with the customer story.
Capture the meeting contextSummarize decisionsReview the proposed follow-up
THE SHORT ANSWER
What is Spacebrain AI Meeting Notetaker?
Spacebrain AI Meeting Notetaker captures supported customer meetings and prepares summaries. Find completed notes in Meeting Notes or the CRM, with optional linking to matched people and companies. Suggested follow-up tasks and CRM field changes wait for review before they are applied.
01 / THE MOMENT THAT MATTERS
Finish the meeting with a recap your team can use.
Stay focused on the conversation while the notetaker captures it. Open the summary afterwards to revisit the important points, decisions and proposed next steps.
Keep the summary with matched CRM people and companies so the next person can read it before reaching out. Suggested tasks and record updates are ready for review, not applied behind the scenes.
Avery wants a clearer path from inquiry to booking.
What we agreed
Review the existing form and follow-up experience.
Suggested next step
Prepare a draft plan for review.
Review proposed tasks and CRM changes before applying.
A CLOSER LOOK
What you can do
Sales calls, client kickoffs, project reviews. Keep a recap your team can return to when it’s time to follow up or hand the customer over.
01
Give the customer your attention
Let a visible notetaker capture the conversation while you ask questions and listen. Send it to one supported meeting or switch on automatic notes for eligible Calendar bookings.
02
Return to what was agreed
Open the completed summary in Meeting Notes or your CRM notes. Revisit the discussion and decisions without writing a recap yourself or replaying the whole call.
03
Make the handoff easier
Keep the summary with matched CRM people and companies so the next person can read it before reaching out. Suggested tasks and record updates are ready for review, not applied behind the scenes.
Put AI Meeting Notetaker to work in your business.
See which meetings have a notetaker scheduled. Cancel one before it joins if plans change.
02
CRM notes
Keep the recap with the customer. Enable automatic linking to matched people and companies; Calendar attendees are matched by email.
03
Follow-up review
Review proposed tasks and CRM field updates before they take effect. A saved summary is not permission to change the record.
A FRESH ALTERNATIVE
Small team. Big possibilities.
Evaluating HubSpot or GoHighLevel? Explore a workspace that brings customer records, marketing, AI and daily work together. Start with the job you need to solve.
What is a practical first workflow for AI Meeting Notetaker?
What did we agree with Avery in the discovery call? Start by following these steps: capture the meeting context; summarize decisions; review the proposed follow-up. Decisions and proposed tasks stay with the customer story.
Can I use it for just one meeting?
Yes. Send a notetaker to a supported meeting link without turning on automatic notes. If you want it for eligible Calendar bookings, opt in to automatic notes instead. You can see upcoming notetakers and cancel one before it joins.
Where will I find my meeting notes?
Open completed summaries in Meeting Notes or your CRM notes. You can also enable automatic linking to matched people and companies, so the recap sits with the customer rather than in a separate document. Existing Calendar attendees are matched by email.
Will it change my CRM automatically?
Suggested follow-up tasks and CRM field changes wait in the Meeting Intelligence review queue. You review them before they are applied. Saving a summary or linking it to a customer does not approve those suggested actions.
Who decides when it takes notes?
An admin first makes Meeting Notes available in the workspace. Each member then chooses whether to enable their own automatic notetaker. Automatic notes are off by default, and enabling workspace access does not turn them on for everyone.
Does it keep recordings or transcripts?
Spacebrain stores generated CRM notes and limited meeting and usage details, not raw recordings or transcripts. Raw media may be retained temporarily for processing for up to 24 hours. This is a way to keep the recap, not a recording archive.
Can participants see the notetaker?
Yes. A visible bot joins the meeting and posts a recording notice where the meeting provider supports chat. Your organization must obtain any additional consent required by local law or company policy before recording.
YOUR NEXT MOVE
Turn the conversation into clear next steps.
Get a clear recap of what was discussed, what was decided and what happens next. Keep notes with your customers and review suggested follow-ups before applying them.