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Post-meeting CRM Update

ClarifyClarify

Updates the deal, company, and people tied to a meeting from what was actually said on the call, so your CRM reflects reality without a manual write-up after every conversation. It acts only on meetings you attended and only on the records linked to them, never the wider workspace, and never overwrites a known value with a weaker guess.

When a transcript is ready it extracts decisions, agreed next steps, and new signals, refreshes the Next Steps field, and enriches empty people and company fields only where the call gives a clear value, drawing on the conversation rather than stale imported data. It moves the deal stage only when the transcript explicitly signals movement, never on inference, reads each field before writing and skips anything that already matches, and posts a single one-line summary comment on the deal so every change is easy to follow.

Tags
meetingscrm-hygienepost-call

Triggers

  • Fires when a transcript is created on a meeting
  • Fires when a transcript is updated on a meeting

Capabilities

  • Updates deal stage, next steps, and linked records from the call
  • Moves the stage only on explicit signals in the transcript
  • Reads before writing and never overwrites known values

FAQ

After a meeting transcript is ready, it updates the deal stage, next steps, and related fields on the linked records based on what was said in the call. It reads before writing and moves the stage only on explicit signals in the transcript.

No. It reads before writing and never overwrites known values, and it only advances the deal stage when there's an explicit signal in the transcript.

It fires automatically when a transcript is created on a meeting, updating the linked records right after the call. It uses Google Workspace.