Joins meetings, takes the notes
A meeting bot joins your Google Meet, Zoom, and Teams calls and returns a speaker-labelled transcript and structured summary — tl;dr, decisions, action items with owners — minutes after you hang up.
Your AI employee
Meet Greg.The AI employeewho's already inthe room.
Greg is the AI meeting assistant that works like a teammate. He joins your Zoom, Google Meet and Teams calls and takes the notes — then keeps working: prepping you by phone before the big ones, debriefing your team's day, replying in Slack and over SMS, running your routines, and updating your CRM. Call him, text him, or send a voice note. He answers.
getgreg.io · Sales Call · Q4 Review
Recording
Live transcript00:14:32
Sarah K.
We're looking to scale our outbound motion in Q1, but the follow-up process is a bottleneck.
Marcus T.
Agreed — automate that post-call workflow and we halve response time.
Sarah K.
Let's set up a follow-up demo for the whole team by Friday...
AI summary
Scale outbound in Q1 · Automate post-call follow-ups · Demo for full team by Friday.
Auto-created tasks
Schedule Q1 demo
Draft follow-up email
Update CRM opportunity
Call scored — 8/10
Debrief call booked · 5:30 PM
Gregposted to#sales
📌 Summary + 3 action items. Owner missing on the CRM update — flagged.
Incoming call — Greg
“Two minutes before Acme — here's what to push for.”
The hardest part of hiring
He already knows what's happening.
Onboarding a person means catching them up on every meeting — what was said, what was decided, who owns what. That's the slow, expensive part. Greg skips it. He's in every call from day one, so from his first reply he already knows your deals, your decisions, and your commitments.
Live transcript● REC
MT
“Automate that post-call workflow and we halve response time.”
AI summary
Automate post-call follow-ups · Demo for the team by Friday.
Draft follow-up emailTask created
Capture
Every meeting, captured
Zoom, Google Meet, Teams — or a recording you upload. Greg returns a speaker-labelled transcript, a clean summary, the decisions, and action items with owners, minutes after you hang up.
Recall
Then just ask.
“What did we agree with Acme?” “Who owns the pricing follow-up?” Greg answers from your actual meetings — in the app or by @mentioning him in Slack — and cites the call and date every time, so you can trust the answer.
Ask Greg
What did we agree with Acme?
Renewal at $48k, legal reviewing terms by Friday. Sarah owns the send-back.
Acme renewal · 14 AugIntegrated with the tools your team already uses
- Google Meet
- Zoom
- Microsoft Teams
- Google Calendar
- GoHighLevel
- Asana
- Slack
- Resend
What Greg does
Everything your team needs, one place.
Before, during, and after every meeting, Greg does the work a great assistant would — prepping you, taking the notes, and chasing the follow-through — so your team focuses on the conversation, not the admin.
Calls your phone to prep you
Board meeting Tuesday? Sales call in an hour? Greg rings you with a spoken prep brief — who's in the room, what was promised last time, what to push for.
Debriefs your day & week
One call or voice note that walks you through every meeting you and your team had — what was decided, what's at risk, and what needs you tomorrow.
Tips over SMS & Slack
During and around your calls, Greg drops tips, notes, and reminders where you already are — a Slack ping before the meeting, a text with the follow-up after.
Scorecards on every call
AI analysis of each call — BANT, objections and how they were handled, unowned follow-ups — rolled into a scorecard so weak calls stand out before deals slip.
Notes become work
Action items land on built-in kanban boards as real, assignable tasks, and notes sync to your CRM — including a native GoHighLevel integration, no Zapier.
Reach him anywhere
He's a teammate, not a dashboard.
You shouldn't have to remember to check a tool. Greg lives on the channels you already use — and every one of them goes both ways.
YouGreg
Phone call
Call him with a question, or he rings you with a prep brief or the day's debrief.
YouGreg
Text / SMS
Text him a follow-up to send; he texts you tips and reminders around your calls.
YouGreg
Slack
@mention him in any channel — he replies in-thread and posts your summaries.
YouGreg
Voice note
Send a Slack voice note as an instruction — he listens, and gets it done.
Meeting ends
Post summary to #sales
Draft follow-up email
Update CRM opportunity
Workflows
Wire triggers to actions.
On the Automations canvas, one trigger fans out to many actions — the moment a meeting ends, Greg posts to Slack, drafts the follow-up, and updates your CRM.
8:00am · Every weekday
📌 Yesterday's action items
Send Acme renewal terms — Sarah
Prep call before Globex, 2pm — Marcus
Update Q1 pipeline in CRM — you
Routines
Set it once. He runs it.
“Every weekday at 8am, post yesterday’s action items to #team.” Greg runs it on schedule and reminds your people — nicely formatted — so you don’t have to.
And he can actually do things.
Connect your tools and Greg acts on them in plain English — update a GoHighLevel opportunity, create a task, book a calendar hold, draft an email to your drafts folder. Just tell him what you need.
How it works
From meeting to done
without the busywork.
Four steps. Zero manual work.
STEP 1
Connect your calendar
Link Google Calendar so Greg sees your upcoming calls — or just paste a meeting link when you want one covered.
STEP 2
The bot joins and records
Greg auto-joins your Google Meet, Zoom, or Teams call as a notetaker, then records and transcribes it with speaker labels.
STEP 3
AI writes the summary
You get a TL;DR, the decisions that were made, and a clean list of action items with owners — no note-taking required.
STEP 4
Action items become work
Each action item lands as a task on the right project board, syncs to your CRM, and the summary arrives in your inbox.
Native GoHighLevel integration
The only meeting tool
built natively for GoHighLevel
No Zapier. No scripts. No workarounds. Greg writes directly into your CRM the moment a call ends — contacts updated, deals staged, workflows triggered.
- Log every call into the contact record with the full transcript and AI summary
- Update opportunities and move deal stages without touching the CRM
- Let follow-up workflows fire off what was actually said on the call
- Pull contact and pipeline context into Greg before you join a call
- Keep records in step — Greg reads from GoHighLevel and writes back to it
DM
Dana Mercer
Northwind Roofing
Call logged by Greg
Discovery call — walked through the roof inspection scope and timeline. Dana asked for pricing on the extended warranty.
Deal stage
Last contactedToday
Next stepSend warranty pricing
OwnerSam Ellis
GHL synced
Just now · contact updated
No manual entry
Greg does the typing
Templates
Proven templates for
every team
Pick a template. Let Greg do the rest.
Sales Call
BANT qualification, pain points, objections, and a recommended deal stage — pulled straight out of the transcript.
- BANT qualification
- Objection tracking
- Deal-stage recommendation
Customer Success
Health indicators, churn risk, and expansion signals, plus a goals review and coaching notes for the CSM.
- Health indicators
- Churn-risk signals
- Expansion opportunities
Support Call
Issue classification and severity, resolution status, customer sentiment, and product feedback worth escalating.
- Issue & severity triage
- Customer sentiment
- Agent coaching notes
Project / Engineering
Blockers, sprint health, risks, and decisions — with action items and tech debt captured as you go.
- Blockers & sprint health
- Risks and decisions
- Action items & tech debt
Pricing
Simple Pricing.
Serious Value.
Start free. Scale when you're ready.
Starter
$0/mo
Free forever
- 20 org credits / month
- AI summaries
- Transcripts + full-text search
- 7-day meeting history
- Calendar auto-join
- CRM sync
- Scorecards
Most popular
Growth
$12/mo
Per seat, billed monthly
- 50 credits / seat / month
- AI summaries + scorecards
- CRM integrations
- 90-day meeting history
- Calendar auto-join
Scale
$22/mo
Per seat, billed monthly
- Everything in Growth
- Custom bot branding
- Competitor tracking
- Priority support
- Full meeting history
Every workspace starts free — upgrade anytime from Settings → Billing.
Need more credits? Top-up packs of 100 / 500 / 2,000 available in-app.
FAQ
Questions, answered honestly
Everything you need to know before your first meeting.
Does Greg work with Zoom, Google Meet, and Microsoft Teams?
Yes. The Greg notetaker bot joins meetings on all three platforms — Google Meet, Zoom, and Microsoft Teams — and records and transcribes the call automatically.
Is there a free AI meeting notetaker plan?
Yes. The Starter plan is $0 and includes 20 credits every month — about 200 minutes of meetings — with transcripts, AI summaries, and full-text search. No credit card required.
How does Greg take meeting notes?
A bot joins your call and records it. The recording is transcribed with speaker labels, then Claude AI writes a structured summary: TL;DR, key points, decisions, and action items with owners.
Can Greg sync notes to my CRM?
Yes. The native LeadConnector integration pushes meeting notes to the right contact record automatically, and a Zapier webhook fires when each meeting is ready so you can route summaries anywhere else.
Do meeting participants know the bot is there?
Yes. The bot appears as a visible, named participant in the meeting. You are responsible for obtaining consent from participants where required by applicable law.
Can I upload existing recordings?
Yes. Upload an audio file and Greg transcribes and summarizes it the same way it handles live meetings.
How is usage measured?
In credits: 1 credit = 10 minutes of meeting time. Starter includes 20 credits per month, Growth 50 per seat, Scale 150 per seat — and top-up packs of 100, 500, or 2,000 credits are available in-app.
Put Greg to work
today.
He joins every call, remembers everything, and handles the follow-through — reachable by phone, text, Slack, or voice note. Your first AI employee, free to start.
Book a demo instead