Workflow

Meeting notes that update your CRM

Workflow recipe

Record and transcribe calls with Vexa (self-hosted) or Fathom.
Ask an assistant to extract decisions, action items and deal stage.
Write the summary to Notion via the Notion MCP server and update the CRM record.

Recipes are starting points. Check each tool's docs and pricing before relying on it.

AI meeting notes, transcription and summaries.

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