What does this mean?
Facilitates consistent follow-through and alignment, ensuring all stakeholders are informed and accountable without manual effort.
How it works?
Records and transcribes calls to automatically generate clear, standardized meeting minutes with designated owners and due dates, added to your CRM, stored in the Knowledge Base, and emailed to participants.
Workflow steps
Step 1: Meeting ended trigger
The Workflow activates automatically when a call concludes, capturing the full recording and transcript without any manual intervention.
Step 2: Generate standardized meeting minutes
Cassidy analyzes the transcript to extract key discussion points, decisions made, action items with designated owners, and due dates—all formatted to your organization's standard template.
Step 3: Update your CRM
The Workflow automatically logs the meeting minutes to the relevant record in your CRM, keeping your customer data current and accessible to the entire team.
Step 4: Store in Knowledge Base
A copy of the meeting minutes is added to your Knowledge Base, making it searchable and available for future reference across your organization.
Step 5: Email participants
The Workflow sends the finalized meeting minutes to all attendees, ensuring everyone leaves with the same understanding of outcomes, ownership, and next steps.