Meeting Actions to CRM
Transcript → action items → CRM/Asana tasks in 5 min. Replaces Otter Business $20/user × 6.
The problem
Otter Business runs $20/user — $120/mo for a 6-person team — and you still have to manually copy action items into HubSpot deals and Asana. Half the time, no one does it.
What changes
Zoom/Meet recording finishes → Whisper transcribes → Claude extracts decisions, owners, due dates, deal-stage updates → creates Asana tasks with owner + due date → updates HubSpot deal with summary + next steps.
A day in the life
What this agent actually does.
- 1
Tue 11:00am: Discovery call ends → 4 minutes later, transcript + 3 Asana tasks + HubSpot deal note posted to #deals
- 2
11:08am: 'Send pricing by Friday' detected → Asana task assigned to AE with Fri 5pm due date
- 3
EOD: Daily 'meeting hygiene' digest — 8 calls today, 19 actions extracted, all routed
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Knowledge Concierge
Your SOPs, pricing, FAQs, and tribal knowledge — instantly searchable by your team and customers. Trained on YOUR stuff.
Replaces
$1,500 onboarding consultant + tribal-knowledge insurance
Smart Inbox Triage
Reads every email. Sorts by intent. Drafts replies. Flags the 3 things that actually need you. Quietly handles the rest.
Replaces
Fyxer $30/mo + Shortwave $40/mo + $400/mo inbox VA
Tenant Maintenance Request Triage
Diagnoses tenant tickets + dispatches the right vendor. Replaces AppFolio $1.40/unit.
Replaces
AppFolio Plus maintenance module $1.40/unit × 250 = $350/mo
Add Meeting Actions to CRM to your swarm.
Drop your URL. We'll match every skill your business needs, then activate them as one swarm.