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.
Greg joins your Zoom, Google Meet and Teams calls and takes the notes — then keeps working. He rings your phone to prep you before the big ones, debriefs you on your team's meetings for the day, drops tips and notes into Slack or SMS, and scores every call so you know what's working.
We're looking to scale our outbound motion in Q1, but the follow-up process is a bottleneck right now.
Agreed — if we can automate that post-call workflow, we'll cut response time by half easily.
Let's set up a follow-up demo for the whole team by Friday...
Scale outbound in Q1 · Automate post-call follow-ups · Demo for full team by Friday.
Integrated with the tools your team already uses
What Greg does
Before, during, and after every meeting — Greg preps you, takes the notes, and chases the follow-through so your team can focus on the conversation.
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.
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.
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.
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.
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.
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.
How it works
Four steps. Zero manual work.
STEP 1
Link Google Calendar so Greg sees your upcoming calls — or just paste a meeting link when you want one covered.
STEP 2
Greg auto-joins your Google Meet, Zoom, or Teams call as a notetaker, then records and transcribes it with speaker labels.
STEP 3
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
Each action item lands as a task on the right project board, syncs to your CRM, and the summary arrives in your inbox.
No Zapier. No scripts. No workarounds. Greg writes directly into your CRM the moment a call ends — contacts updated, deals staged, workflows triggered.
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
GHL synced
Just now · contact updated
No manual entry
Greg does the typing
Templates
Pick a template. Let Greg do the rest.
BANT qualification, pain points, objections, and a recommended deal stage — pulled straight out of the transcript.
Health indicators, churn risk, and expansion signals, plus a goals review and coaching notes for the CSM.
Issue classification and severity, resolution status, customer sentiment, and product feedback worth escalating.
Blockers, sprint health, risks, and decisions — with action items and tech debt captured as you go.
Pricing
Start free. Scale when you're ready.
Free forever
Per seat, billed monthly
Per seat, billed monthly
Every workspace starts free — upgrade anytime from Settings → Billing.
Need more credits? Top-up packs of 100 / 500 / 2,000 available in-app.
Everything you need to know before your first meeting.
Yes. The Greg notetaker bot joins meetings on all three platforms — Google Meet, Zoom, and Microsoft Teams — and records and transcribes the call automatically.
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.
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.
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.
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.
Yes. Upload an audio file and Greg transcribes and summarizes it the same way it handles live meetings.
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.
Greg joins every call, writes the summary, and hands you the follow-ups before you've left the room.
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