Overview
Record discovery Huddles, generate transcripts, and distribute recaps to sheets/docs via Zapier.
Problem
Handoffs between Sales and Success lose context and action items.
Solution
Post-call recaps (notes + recording + transcript) can auto-post to your chosen doc/sheet with a Zap.
How it works
After the Huddle ends, the recap card appears in the DM/thread. A Zapier workflow posts structured fields (attendees, highlights, next steps) to the destination.
Who is this for
Sales
Customer Success
RevOps
Expected outcomes
- Less manual note copying
- Consistent onboarding context
Key metrics
Handoffs with attached recap
Baseline
30 %
Target
95 %
Time to create handoff doc
Baseline
20 minutes
Target
2 minutes
Gallery
Downloads & templates
Security impact
- Names, emails, discussion notes, optional recordings · PII: business contact info; treat transcripts as PII
Compliance
- GDPR
- SOC2
Availability & next steps
Pro
Enterprise