During the meeting
Be present, not busy typing
Send a visible notetaker to a supported meeting, or opt in to automatic notes for eligible Calendar bookings.
AI meeting notes. Ready in your CRM.
Give the conversation your full attention. Spacebrain captures the key points, saves a useful summary, and connects it to your customer records—so the next step starts with context.
Automatic or on demandNotes saved in your CRMYou approve next steps
Illustrative meeting
Client kickoff
What we agreed
Launch the booking workflow first. Keep the current intake form and review the customer handoff on Friday.
Northstar StudioSaved to the customer record
Suggested next stepReview the launch checklist
Awaiting your reviewStay in the conversationListen, ask better questions, and keep your attention on the person—not your notes.
Keep the important detailsReturn to a concise summary of the discussion and decisions after the meeting.
Give your team the contextKeep notes with the people and companies involved, instead of in a separate document.
Choose what happens nextReview suggested follow-ups and CRM changes before they become actions.
From conversation to customer context
Useful notes. Less catching up.
A recap is only useful if you can find it and act on it. Keep the meeting, the customer, and the next step connected.
After the meeting
Find the decisions quickly
Open completed notes from Meeting Notes or the CRM. Revisit the useful summary without searching through a recording.
Before the follow-up
Start with the full context
Add summaries to matched people and companies. Review suggested tasks and field changes before applying them.
Notes that belong with the customer
The recap is just the start.
Spacebrain brings meeting notes into the same place your team manages customer relationships. The conversation stays useful after the call.
Another document to track
The summary sits outside the customer record.
Someone copies the key points into the CRM.
The next person has to ask what was agreed.
Follow-up starts with catching up.
Context your team can use
Completed summaries stay in Meeting Notes.
Notes can attach to matched people and companies.
Customer history gives the next person a starting point.
Suggested next steps stay in a review queue.
How it works
A clear path from call to notes.
Use it for one meeting or make it part of your Calendar routine. Workspace permissions and your own settings stay separate.
01
Choose
An admin allows Meeting Notes for the workspace. Each person chooses whether to enable their own automatic notetaker.
02
Join
Send a notetaker to a supported meeting link, or schedule one through an eligible Calendar booking.
03
Save
After the meeting, open the generated summary. Optionally add it to matched CRM people and companies.
04
Review
Check proposed follow-up tasks and CRM field changes in the review queue before applying them.
Works with the meetings you already use.
- Google Meet
- Zoom
- Microsoft Teams
- Webex
Supported Google Meet, Zoom, Microsoft Teams, and Webex meetings. Joining depends on the meeting settings and access permissions.
Calendar, notes, and CRM
Keep the meeting with the customer.
Your notes are part of the relationship, not a separate filing system. Find the summary from Meeting Notes and keep it connected to the relevant customer record.
Spacebrain stores generated CRM notes and limited meeting and usage details—not raw recordings or transcripts.
1
CalendarSee upcoming notetakers and cancel one when plans change.
2
CRM notesSave summaries to matched people and companies. Existing attendees are matched by email.
3
Follow-up reviewKeep suggested tasks and record changes ready to check, with a person in control.
Clear usage
Pay for the minutes recorded.
A 30-minute recorded meeting uses 90 credits. A 1,000-credit allowance covers about 333 minutes. An estimate is reserved when scheduled; unused credits return once the actual duration is known.
3 credits
per actual recorded minute
View pricingGood to know
Your meeting notes, explained.
Can I use it for just one meeting?
Yes. Send a notetaker to a supported meeting link without enabling automatic notes for every eligible Calendar booking. You can also follow upcoming notetakers and cancel one before it joins.
Where do my summaries go?
Completed summaries are available in Meeting Notes and stored as CRM notes. You can choose to attach them automatically to matched people and companies; existing Calendar attendees are matched by email.
Does it create tasks automatically?
Suggested follow-up tasks and CRM field changes stay in the Meeting Intelligence review queue. A person reviews them before they are applied. Saving a summary does not mean approving every suggested action.
Who controls automatic notes?
Admins decide whether Meeting Notes is available in the workspace. That does not enable it for everyone. Each member’s automatic-notes setting is off by default and affects only that member.
Are recordings or transcripts stored?
Spacebrain stores generated CRM notes and limited meeting and usage metadata, not raw recordings or transcripts. Raw media may be retained temporarily for processing for up to 24 hours.
Will participants know the notetaker is there?
Yes. A visible bot joins the meeting and posts a recording notice where the meeting provider supports chat. Your organization must handle any additional consent required by local law or company policy.
Stay present. Keep the context.
End the call with a clear next step.
Let Spacebrain help with the recap. Keep the customer context and decide what to do next.