![]() As a result, sales meetings are recorded, transcribed and analyzed as they happen. Modern AI-powered conversation intelligence tools go a step further by passing the call transcript through Natural Language Processing (NLP) algorithms for contextual analysis. Then they convert the speech into text to generate the call transcript. How does automated note taking for sales work?ĪI note taking tools record video sales calls and run them through an Automatic Speech Recognition (ASR) system in real-time to identify speakers. AI-powered note takers transcribe sales calls automatically to capture the complete context in the form of editable text files. (G probably won’t share this with the client.Automated note taking lets you jot down meeting notes in text format. ![]() We asked, and G graciously shared his list of preferred emojis and what they mean: *We replaced emojis with quick tags to make it easier to #tag your notes (we’ll get to it in a minute). G uses a system of emojis* for noting different types of key moments. One of Grain’s early adopters, G developed his own system for quickly taking note of a key moment of interaction in a call-while still remaining engaged with the client. In his search for a tool that allows him to “pinpoint key moments of interaction” during calls, G found Grain. It takes me like two to three times the length of the call to extract all the value and summarize. “I'm going to listen to the call carefully. “Listening to every Zoom recording myself is valuable, but it’s a painful process,” says G. “And my EA doesn’t necessarily know the subtleties of what’s going on in my brain such as ‘this moment in the meeting is good to highlight for myself and this other part should be shared with the client.’”Īnd then, G tried listening to all of the calls himself. “That was problematic because my EA’s time is consumed at the same rate as my time, which isn’t great for her-or for my finances,” says G. Initially, one of the solutions G explored involved his executive assistant reading Zoom call transcripts, taking notes of action items and such, and then creating a report. ![]() "Listening to every Zoom recording myself is valuable, but painful" With non-stop Zoom meetings, G doesn’t have time between meetings to organize all of the action items, interesting client remarks, and moments of concern. As someone who's hopping from one meeting to another, we connected with G to learn why and how he built a note-taking system for Zoom. G is the former VP of Growth for Segment and Drift and now advises some of the world’s fastest-growing companies including G2, Abstract, and Gorgias. Rather than answering the question ourselves, let’s hear from Guillaume “G” Cabane. Grain meeting with highlights Why use Grain for taking notes Go to the ‘Record Call’ page and turn on the toggle for the meetings you want to record. Step 2: Once you’re signed up, decide which meetings you’d like to record automatically. Ideally, you’d like to have a notepad to take notes during your Zoom calls and Grain desktop app comes in handy. Step 1: Create your Grain account for free and download the desktop app. You can get started with Grain with three easy steps. But for now, we’ll focus on how to use Grain as a Zoom note taking app. You can create highlight clips, stories, and build a video library for your team. Setting up a Zoom note takerįor the uninitiated, Grain is a tool that helps you automatically record, transcribe, highlight and share important moments of your video meetings in a highlight reel. We’ll also see how a note taking pro efficiently captures information from Zoom calls with a simple system that you can replicate for your team. In this post, we’ll help you set up and leverage Grain to take notes while on Zoom. No need to switch between two monitors or rely on your memory dumps to remember the important information. The good news is, it’s quite easier to take notes while on a Zoom call if you have the right note taking app at hand. This means you need to either use a zoom note taking app or rely on your existing documentation tools like Notion. Zoom doesn’t have a note-taking feature available yet. No, you wouldn’t be able to take notes using the Zoom desktop app itself. In fact, Zoom meeting notes have quickly become a place where we can preserve the insights from our meetings.īut there’s a problem.□ Can you take notes in Zoom? It’s imperative to have a note-taking system in place-to capture knowledge, ideas, and action items discussed during Zoom calls. In today’s remote-first working environment, every important discussion happens over Zoom.
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