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How to Obtain Automatic Transcripts from Your Zoom Meetings
#Automated #Notes #Zoom #Calls
Excited to share a game-changer for your workflow! How about AI-generated summaries of your Zoom calls attached directly to your client’s profile in your CRM?
1. Get the tool: Consider Fathom for automatic call summaries.
2. Use Zapier: Set up triggers for new AI summaries and link them to your CRM.
3. Insert the summary: Add the generated summary as a note to the client’s profile.
Curious for more details? Subscribe to our YouTube channel for a step-by-step guide!
#AI #productivity #CRM #automation
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