Every sales team knows their strength lies in selling—engaging prospects, closing deals, and driving revenue. Yet, when it comes to capturing and processing the rich insights hidden in every call, even the most skilled reps fall short. Traditional AI meeting note takers merely skim the surface, delivering a few key highlights while missing the granular, actionable details that could truly drive strategic decision-making.
At Relevance AI, we recognized that our sales teams needed a solution that does more than just summarize conversations. They require an intelligent system that acts on their behalf—automatically updating CRMs, determining the next best action, and enriching our FAQ database with fresh, customer-driven insights. Our Sales Note Taker Agent transforms every call into a detailed, actionable report, ensuring that no critical insight is lost and that our teams can focus on what they do best: selling.
Empowering Smarter Sales Decisions
Sales conversations are packed with critical insights—every objection, competitor mention, pricing discussion, and subtle customer cue is a potential opportunity to move a deal forward. Unfortunately, these details often vanish with manual note-taking, incomplete CRM updates, or forgotten Slack messages. Here’s what we’re doing to counteract that.
Immediately following every call, the agent automatically retrieves the complete transcript, directly from Avoma. It then carefully categorizes the conversation using predefined frameworks, determining whether the call was for discovery, a proposal review, or closing discussions.
The outcome is a structured record of the call that ensures no detail is overlooked.
Auto-categorization and having a detailed transcript is just the beginning. Instantly after categorization, the agent pulls out crucial data points: customer objections, competitor references, discussed timelines, pricing structures, and clearly defined next steps.
The agent carefully synthesizes three distinct, yet complementary summaries:
- Call Notes: A comprehensive, chronological overview of the conversation
- Sales Notes: Strategic, concise summaries highlighting deal-critical details such as customer objections, pricing discussion, and decision-making timelines.
- Timeline Notes: Produces a timeline of all customer engagements to help with historical context at a glance
This entire process happens automatically after every sales call, meaning zero extra effort for our sales reps.
Taking Action on Behalf of Sales Reps
The real power of our Sales Note Taker Agent lies in its ability to take action on sales workflows that help move a deal forward. The agent concurrently updates the rest of our sales tech stack, ensuring every stakeholder stays informed and is on the same page:
- HubSpot: Automatically updates relevant Company data, Contact details, and Deal status.
- Slack: Shares instant, summarized call insights and next steps with relevant team channels.
- Notion: Continuously enriches our FAQ database with unique, customer-driven questions
This automated approach drives smarter follow-ups, better sales enablement, and a consistently accurate sales pipeline.
What's Next
Over time, we’re planning to enhance the agent’s capabilities to further streamline post-call actions. While AI-generated emails are nothing new, the agent will draft a tailored follow-up email immediately after a sales call to give reps an instant head start. Additionally, when prospects request a business case, the agent will auto-generate one using the customer’s relevant data and call’s insights and will be ready for review before sending.
In Summary
Our Sales Note Taking Agent does more than automate administrative tasks—it empowers strategic sales decisions. It effectively acts as a “second brain” for sales reps and RevOps teams.
Every conversation becomes a powerful source of truth, enabling sales and RevOps teams to understand customer intentions, anticipate objections, and accurately forecast deal progression. The detailed summaries help sales reps craft targeted follow-up strategies, prepare tailored proposals, and refine sales collateral. Meanwhile, RevOps can leverage these insights to optimize deal pipelines, assess sales team effectiveness, and provide targeted training where needed.
Through this intelligent automation, our sales team is now equipped to enter every prospect interaction informed, confident, and ready to strategically navigate the path from initial call to signed contract.
Watch It In Action
