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Example 1

Summary, notes and tasks land where they belong, on their own.

Abstract 3D illustration: a voice waveform turns into structured data blocks

The moment

4:40 pm, the call just ended, the next meeting is already waiting. The notes? Tonight, you tell yourself. Three days later the CRM says: nothing.

Proposal call · Weber GmbH

Video call · 42 minutes · ended

Add notes to CRM

The handover

Blueprint diagram: the meeting transcript flows through the agent into the CRM
  1. 01

    The agent reads the transcript from your meeting tool.

  2. 02

    It writes the summary, notes and tasks into your CRM.

  3. 03

    Your team reviews the entry. That's it.

The result

Before you're back at your desk, the entry is in the CRM: summary, next steps, tasks with owners. Nothing depends on your memory anymore.

Weber GmbH

Proposal

Interested in a maintenance contract. Decision by end of month, budget confirmed.

  • Send proposal to Ms. Weber by Friday
  • Share reference project

Same base, different teams. This is what the task looks like day to day:

01Sales team

Five people in sales, meetings every day. What ends up in the CRM depends on evening discipline.

The agent logs every conversation and creates the follow-up tasks along with it.

The daily data upkeep disappears, and no follow-up slips through.

02Consulting and firms

If you advise, you document. After the third meeting of the day, that becomes evening work.

The agent turns every conversation into a clean file note in your structure.

The documentation is done before the next meeting starts.

03At Brixon

Runs like this at Brixon

Our own calls run exactly like this: every conversation lands in our CRM with summary, next steps and tasks.

For months now, every day, without anyone typing up notes.

We sell the use case we run ourselves.

We set it up

One session together, then we connect the agent to your tools and rules.

We run it

Hosting, maintenance and monitoring all happen on our side.

You approve

Nothing goes out without your team's okay.

Properly governed

GDPR-compliant, with clear data boundaries and EU hosting.

Which tools does this work with?
With common CRMs like HubSpot, Pipedrive or Attio and the meeting tools you already use. We define the exact setup during onboarding.
Where does the transcript come from?
From your meeting tool, such as Teams, Zoom or Meet. For meetings without a recording, a short voice memo afterwards is enough.
What about confidential conversations?
The agent only processes the meetings you define. Data boundaries and exceptions are agreed during onboarding, GDPR-compliant.
Can I correct entries?
Yes. Every entry is recognizable as an agent entry, your team can review and adjust it. The agent learns from corrections.

Every use case here runs as a Managed AI Employee: hosted and maintained by us, cancel monthly.

One agent, one task. €250 a month.