# Meetings

Transcripts from Zoom, Google Meet and Microsoft Teams or from the recorder bot, notes and follow-ups after each call, and prompts during calls for people who opt in.

A note in italics after an item says when it's off by default, or needs your own account with another service. Every area: the [product overview](https://www.closefinch.com/product).

## Meetings

- Native recorder bot that auto-joins Zoom, Meet, Teams and Webex from the connected calendar.
- Recording policy controls: record external meetings only or manual invite, custom bot name and image, waiting-room timeout, internal meetings tracked only with an outside attendee.
- Live transcript with a running panel that turns promises into follow-ups, citing timestamps.
- Real-time in-call assist: detect questions and objections, prompt the seller, surface live battlecards. *(Each person opts in.)*
- AI ride-along participant that joins Zoom, Teams and Meet calls and drafts answers to technical questions for the seller.
- Post-meeting summary, action items converted to tasks, drafted follow-up email and CRM update.
- Meeting summary emails to your team's attendees, switchable in notification settings; outside attendees get the follow-up you approve.
- Pre-meeting brief generated at a configured lead time: deal status, who's in the room (role, champion or new), history, risks, proof points, suggested questions, recommended next step.
- Notification for meetings whose follow-ups never became tasks.
- Add a transcript by hand, or attach a recording by link.
- Meeting clips and automatic video snippets of key moments, plus a video library.
- Topic tags, sentiment scoring and post-call analyzers that extract structured data and dispositions.
- Per-call CRM field autofill for account, opportunity and contact fields, including methodology fields.
- Batch extraction over existing records, and re-analysis of call history when an event fires.
- Voice-of-customer, product-feedback, closed-lost-reason and churn-reason extraction feeding workflows.
- Objection, competitor-mention and product-gap intelligence aggregated across calls.
- Collateral and proposal generation after a meeting.
- QBR preparation and solutions-engineer support (demo run-of-show, objection handling, fallback path).
- Executive-assistant agent owning meeting prep, reminders, notes, follow-up and commitment checks.