AI app for sales · no coding needed
Meeting capture to follow-up action workspace
Reduce the time from meeting end to approved follow-up while keeping every commitment traceable to what was actually said.
Made for: Sales teams and account managers who run client meetings and owe written follow-up
What it does for you
The problem
What was said in meetings is scattered across recordings, notes and inboxes, so summaries, action items and follow-up emails are late or incomplete.
What it gives you
Reviewer-approved summaries, action items and follow-up drafts linked to source moments
What you give it
Consented meeting recordingstranscriptscalendar dataCRM context
Build your own version of Wudpecker, AiGenda and more
One app with what these 10 AI tools do, yours to keep and change: Wudpecker, AiGenda, Amie, timeOS, Shadow, Magic Notepad by timeOS, AI Clips by timeOS, BrieflyAI, Eyre: Whiteboard Your Meetings, Tovel AI.
Everything these tools do, in one app
- Meeting recording Automatically records meetings from video conferencing platforms or in-person discussions.Found in Amie, timeOS, Shadow and 1 more
- Automatic transcription Converts spoken meeting content into text transcripts.Found in Wudpecker, Amie, timeOS and 4 more
- Speaker identification Distinguishes between different participants in a conversation.Found in Wudpecker
- Searchable transcripts Allows users to search and navigate through recorded meeting content.Found in Wudpecker, Shadow
- Highlighting and annotation Lets users highlight and annotate important moments or action items in transcripts.Found in Wudpecker
- AI meeting summaries Generates concise summaries of key points and decisions from meetings.Found in Amie, timeOS, Magic Notepad by timeOS and 3 more
- Action item extraction Identifies and organizes tasks, insights, and follow-ups from meeting content.Found in Shadow, BrieflyAI, Eyre: Whiteboard Your Meetings and 1 more
- Follow-up email drafting Automatically drafts follow-up emails based on meeting discussions.Found in Amie, Shadow, BrieflyAI and 1 more
- Calendar integration Connects with calendar applications to manage scheduling and follow-ups.Found in AiGenda, Eyre: Whiteboard Your Meetings
- Automated meeting scheduling Schedules meetings automatically with AI-based time suggestions.Found in AiGenda, Amie
- Customizable availability settings Allows users to set when meetings can be booked.Found in AiGenda
- Real-time updates and notifications Keeps users informed of schedule changes and upcoming meetings.Found in AiGenda
- Group scheduling Coordinates meetings with multiple participants efficiently.Found in AiGenda
- Interactive chat interface Provides a chat interface to review and search meeting notes.Found in Amie, Magic Notepad by timeOS
- Productivity app integration Syncs meeting summaries and action items with apps like Notion, Google Docs, and Trello.Found in timeOS
- Multilingual support Supports meetings in multiple languages for diverse teams.Found in timeOS, BrieflyAI, Magic Notepad by timeOS
- Browser extension and mobile features Offers a browser extension and mobile-friendly solutions including Apple Watch notifications.Found in timeOS
- Local data storage Stores meeting data locally without uploading to the cloud for privacy.Found in Shadow
- Customizable workflows Allows users to define or use pre-built workflows for post-meeting tasks.Found in Shadow
- Interactive whiteboard Provides a whiteboard interface for drawing, text, and image inputs during meetings.Found in Eyre: Whiteboard Your Meetings
- Real-time collaboration Enables multiple participants to contribute simultaneously on a shared canvas.Found in Eyre: Whiteboard Your Meetings
- CRM integration Creates CRM contacts, leads, and opportunities from conversation content.Found in Tovel AI
- Task and reminder generation Generates appointments, tasks, and reminders from meeting discussions.Found in Tovel AI
- Human approval step Requires human review and approval before any action is executed.Found in Tovel AI
- Video clip creation Automatically generates video clips of key moments from meetings.Found in AI Clips by timeOS
- Voice command clipping Allows users to clip meeting moments using voice commands.Found in AI Clips by timeOS
- Clip dubbing Dubs video clips into multiple languages for accessibility.Found in AI Clips by timeOS
- Interactive timestamps Lets users hover over timestamps to revisit specific parts of the meeting.Found in Magic Notepad by timeOS
- Real-time translation Provides real-time translation during multilingual meetings.Found in BrieflyAI
How it works, step by step
- Record meetings from conferencing platforms or in-person sessions
- Transcribe spoken content with speaker identification
- Search and navigate transcripts by speaker, topic or timestamp
- Highlight and annotate key moments and action items
- Generate concise summaries of points and decisions
- Extract tasks, insights and follow-ups
- Draft follow-up emails from the discussion
- Sync with calendars for scheduling and follow-ups
- Suggest meeting times and coordinate group scheduling
- Apply customizable availability settings and real-time schedule notifications
- Answer questions over meeting notes in an interactive chat
- Push summaries and action items to Notion, Google Docs and Trello
- Support multilingual meetings, translation and clip dubbing
- Offer a browser extension, mobile access and watch notifications
- Store meeting data locally where privacy requires it
- Run customizable post-meeting workflows
- Provide an interactive whiteboard with real-time collaboration
- Create CRM contacts, leads and opportunities from conversation content
- Generate appointments, tasks and reminders
- Create video clips of key moments, including voice-command clipping
- Show interactive timestamps that reopen the exact moment
- Require human review and approval before any action is executed
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Meeting capture to follow-up action workspace with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Meeting capture to follow-up action workspace with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links6 KB
- questions.mdQuestions to answer before you build2 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare25 KB
- prompt-vps.mdThe same build on your own server (Docker)25 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria11 KB
- demo/index.htmlThe working demo on sample data199 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
Reduce the time from meeting end to approved follow-up while keeping every commitment traceable to what was actually said. For sales teams and account managers who run client meetings and owe written follow-up, convert consented recordings, transcripts, calendar data and CRM context into reviewer-approved summaries, action items and follow-up drafts linked to their source moments. The benefit is a testable hypothesis, measured through approved follow-ups per meeting hour and corrections after sending; do not assume that AI output alone produces business value.
Confirm the buyer's problem and scope, collect consented recordings, transcripts, calendar data and CRM context, then follow this sequence: 1. Record meetings from conferencing platforms or in-person sessions. 2. Transcribe spoken content with speaker identification. 3. Generate concise summaries of points and decisions. 4. Extract tasks, insights and follow-ups. 5. Draft follow-up emails from the discussion. Resolve uncertain cases with qualified reviewers, approve reviewer-approved summaries, action items and follow-up drafts linked to source moments, and measure approved follow-ups per meeting hour and corrections after sending against a documented baseline.
How the AI works
Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. Final commitments, CRM writes and outbound messages remain human-approved. A model suggestion is never a verified fact, professional decision or authorization to act.
Safeguards
Preserve participant consent, source attribution, quotation accuracy and usage permissions. Named reviewers approve substantive changes, CRM writes and outbound messages. One conferencing platform and one language; final commitments, CRM writes and outbound messages remain human-approved. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.
What to build first
Pilot scope: One conferencing platform and one language; final commitments, CRM writes and outbound messages remain human-approved. Implement one approved input format, a bounded representative case set and the first modules: record meetings; transcribe with speaker identification; generate summaries; extract action items; draft follow-up emails. Support CRM sync, scheduling and clip creation with operator review. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.
What it can connect to
Calendar applications, video conferencing platforms, CRM systems, Notion, Google Docs and Trello. Start with file exchange and validate destination specifications before promising direct publishing. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
The screens in detail
Primary screens: Meeting capture and consent, Editable meeting workspace, Review and send. Use a meeting list with status, a central transcript and summary canvas, and a right-hand panel for action items, CRM fields, clips and comments. Let users compare draft and approved versions side by side. Display recorded, transcribed, drafted, changes requested and approved states. Provide a shareable client recap link with comments anchored to the relevant moment. Make the task-specific outcome reviewer-approved summaries, action items and follow-up drafts linked to source moments visible beside its evidence, review state and value baseline.
