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Greg AI · AI meeting teammate

Meet Greg. The AI employee who's already in the 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.

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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.

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.

Integrated with the tools your team already uses

  • Google Meet
  • Zoom
  • Microsoft Teams
  • Google Calendar
  • HubSpot
  • Asana
  • Slack
  • Resend
  • GoHighLevel

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.

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.

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 can sync to a connected CRM (HubSpot or GoHighLevel) on paid plans.

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.

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Phone call

Call him with a question, or he rings you with a prep brief or the day's debrief.

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Text / SMS

Text him a follow-up to send; he texts you tips and reminders around your calls.

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Slack

@mention him in any channel — he replies in-thread and posts your summaries.

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Voice note

Send a Slack voice note as an instruction — he listens, and gets it done.

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.

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.

Compare

Greg in the AI notetaker market

Shop us the way you shop Fireflies, Fathom, or Otter — then see where the teammate loop starts and a transcript-only tool stops.

Integrations

An AI meeting assistant for the stack you already have

Greg is built around meetings and follow-through — not around a single CRM. Zoom, Meet, Teams, calendar, Slack, and SMS are the default path. Everything else is optional.

Zoom, Google Meet, Microsoft Teams

The notetaker joins the three platforms most teams already use. Connect Google Calendar and Greg can auto-join on Solo and Team — or paste a link / upload a recording any time.

Phone, SMS, and Slack

Prep briefs on a call to your phone. Tips and follow-ups over SMS. Two-way Slack — including voice notes — so the assistant lives where the team already talks.

Optional CRM write-back

On paid plans, push the same meeting note to HubSpot or LeadConnector / GoHighLevel. CRM is an integration, not the product. Most teams never need a marketplace install.

Already on GoHighLevel? There is a native Marketplace app — optional GHL notetaker setup. Everyone else can ignore it.

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
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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
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Support Call

Issue classification and severity, resolution status, customer sentiment, and product feedback worth escalating.

  • Issue & severity triage
  • Customer sentiment
  • Agent coaching notes
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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
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Pricing

Simple Pricing.
Serious Value.

Start free. Scale when you're ready.

Every workspace starts free — 20 credits/mo included (≈ 200 min). No credit card.

Solo

$97/mo

50 credits/mo included (500 min ≈ 8 hrs)

Plus usage. One seat.

  • Everything Greg does, for one person
  • Calendar auto-join + prep briefs
  • AI summaries + scorecards
  • CRM sync incl. GoHighLevel
  • Phone, SMS and Slack
  • One Greg's Team role (preview)
  • 90 days of history · 50 credits/mo included

Example: 10 × 50-min meetings = 50 credits — $97. Extra usage: 100 credits for $12.

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Team

$297/mo

150 credits/seat/mo included (1,500 min ≈ 25 hrs/seat)

Plus usage. Up to 10 seats.

  • Greg's Team — multi-role council on a schedule
  • Manager coaching scoreboard across the whole team
  • Up to 10 seats + multi-calendar coverage
  • Custom bot branding in every meeting
  • Competitor tracking across every transcript
  • Learning loop + team Slack roundups + Monday deal radar
  • Findings ROI — hours saved, interventions caught

Example: 3 seats × 8 hrs ≈ 144 credits vs 450 included — $297. Extra usage: 100 credits for $12.

Start free

Scale

Custom

Volume usage rates

Agencies and larger teams — volume rates + support.

  • Everything in Team
  • Unlimited seats
  • Multi-workspace for agencies
  • Volume usage rates
  • Onboarding + dedicated support

Example: we'll quote included credits to match your meeting volume.

Talk to us

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. Every workspace starts free with 20 credits every month — about 200 minutes of meetings — plus transcripts, AI summaries, and full-text search. No credit card required. Paid plans are Solo at $97/mo, Team at $297/mo, and custom Scale.

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?

On paid plans, yes — HubSpot or LeadConnector / GoHighLevel. CRM is optional. A Zapier webhook can also fire when a meeting is ready if you want to route summaries somewhere 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. The free trial includes 20 credits per month, Solo includes 50, and Team includes 150 per seat. Scale is custom. 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.

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