AI app for sales · no coding needed
Meeting notes capture and retrieval workbench
Reduce time spent finding past meeting context while keeping records in the client's own store.
Made for: Sales teams and account managers who run recurring client meetings and need retrievable records
What it does for you
The problem
Meeting notes, transcripts and follow-ups sit in separate rented tools, so records are hard to search, tag and reuse.
What it gives you
A searchable, tagged record with linked action items and source references
What you give it
Permitted meeting audionotescalendarsCRM fields
Build your own version of Notebook AI, Bash and more
One app with what these 6 AI tools do, yours to keep and change: Notebook AI, Bash, Meeting.ai, LazyNotes, Ask Fellow Copilot, Rowboat.
Everything these tools do, in one app
- Note capture Lets users create and store notes or meeting records for later use.Found in Notebook AI, Meeting.ai, LazyNotes and 2 more
- Automatic transcription Converts spoken words from meetings or lectures into text notes.Found in Notebook AI, Meeting.ai
- Speaker tags and timestamps Labels who spoke and when in transcribed notes for easier review.Found in Notebook AI
- Voice-to-text input Captures ideas hands-free by converting speech into notes.Found in LazyNotes
- Automatic summarization Shortens lengthy notes or meetings into quick summaries.Found in Notebook AI, LazyNotes, Ask Fellow Copilot and 1 more
- Visual mind maps Generates visual diagrams from notes to show key themes and relationships.Found in Notebook AI, Meeting.ai
- Writing assistance Helps rewrite, simplify, adjust tone, or generate content like templates and checklists.Found in Notebook AI
- Ask questions from notes Allows users to query their notes or transcripts and get instant answers.Found in Notebook AI, Ask Fellow Copilot
- Translation Translates notes into different languages.Found in Notebook AI
- Smart tagging and categorization Automatically tags and organizes notes by topic or category.Found in Notebook AI, LazyNotes
- AI-based search Finds relevant notes quickly using keyword recognition.Found in LazyNotes
- Cloud synchronization Keeps notes accessible across multiple devices.Found in LazyNotes
- Multi-language support Works with over 30 languages for diverse teams.Found in Meeting.ai
- Meeting platform compatibility Works with in-person meetings and video conferencing platforms like Zoom.Found in Meeting.ai
- Pre-meeting briefs Provides summaries of previous meetings and key points for upcoming meetings.Found in Ask Fellow Copilot
- Notetaker controls Lets users choose which meetings the AI notetaker joins.Found in Ask Fellow Copilot
- Recordings library channels Organizes and shares meeting recordings in private or public channels.Found in Ask Fellow Copilot
- Salesforce integration Generates suggestions for Salesforce fields after calls to streamline CRM updates.Found in Ask Fellow Copilot
- Knowledge graph Extracts people, projects, decisions, and timestamps from meetings, emails, and notes.Found in Rowboat
- Action item extraction Automatically captures action items and decisions from meetings and links them to sources.Found in Rowboat
- Daily briefs Combines calendar and inbox signals to prepare drafts, agendas, and prioritized work items.Found in Rowboat
- Built-in automation Can draft emails, create documents, run browser tasks, and use integrations.Found in Rowboat
- Local-first storage Stores data as editable markdown on the user's machine for transparency and control.Found in Rowboat
- Command-line interface Provides direct interaction with the operating system through commands.Found in Bash
- Scripting language Supports variables, loops, and conditionals for automating tasks.Found in Bash
- Job control and process management Manages operating system processes and jobs.Found in Bash
- Command history and tab completion Improves productivity by recalling past commands and auto-completing input.Found in Bash
- Cross-platform compatibility Works across Unix-like systems including Linux and macOS.Found in Bash
How it works, step by step
- Capture notes and meeting records
- Transcribe permitted meeting audio
- Tag speakers and timestamps
- Accept voice-to-text input
- Summarize long notes and meetings
- Generate visual mind maps from notes
- Assist rewriting, tone and templates
- Answer questions from stored notes
- Translate notes into other languages
- Auto-tag and categorize by topic
- Search notes by keyword and filter
- Sync records across devices
- Support many meeting languages
- Join in-person and video meetings
- Prepare pre-meeting briefs
- Let users choose which meetings are recorded
- Organize recordings into private or shared channels
- Suggest CRM field updates after calls
- Extract people, projects, decisions and timestamps into a knowledge graph
- Extract action items and link them to sources
- Combine calendar and inbox signals into daily briefs
- Draft emails and documents from records
- Store records as editable local-first files
- Provide a command-line interface
- Support scripting for repeatable tasks
- Manage background jobs and processes
- Keep command history and tab completion
- Run across Unix-like systems
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 notes capture and retrieval workbench 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 notes capture and retrieval workbench 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 links5 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 criteria13 KB
- demo/index.htmlThe working demo on sample data196 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 time spent finding past meeting context while keeping records in the client's own store. For sales teams and account managers who run recurring client meetings and need retrievable records, convert permitted meeting audio, notes, calendars and CRM fields into a searchable, tagged record with linked action items and source references. The benefit is a testable hypothesis, measured through retrieved records per account manager hour and follow-up items completed on time; do not assume that AI output alone produces business value.
Confirm the buyer's problem and scope, collect permitted meeting audio, notes, calendars and CRM fields, then follow this sequence: 1. Capture notes and meeting records. 2. Transcribe permitted meeting audio. 3. Tag speakers and timestamps. 4. Summarize long notes and meetings. 5. Extract action items and link them to sources. Resolve uncertain cases with qualified reviewers, approve a searchable, tagged record with linked action items and source references, and measure retrieved records per account manager hour and follow-up items completed on time 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. Recording consent, CRM write-back and external sharing remain human decisions. A model suggestion is never a verified fact, professional decision or authorization to act.
Safeguards
Preserve speaker consent, source attribution, quotation accuracy and usage permissions. Account managers approve substantive changes and external sharing. One team, one meeting platform and one CRM field set; recording consent and CRM write-back remain human decisions. 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 team, one meeting platform and one CRM field set; recording consent and CRM write-back remain human decisions. Implement one approved input format, a bounded representative case set and the first three task modules: capture notes and meeting records; transcribe permitted meeting audio; tag speakers and timestamps. Support summarization and action-item extraction 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
Client-owned meeting audio, notes, calendars and CRM fields. Cloud storage, calendar and CRM import/export and meeting platform destinations. Start with file exchange and validate destination specifications before promising direct CRM write-back. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
The screens in detail
Primary screens: Capture and consent, Searchable library, Record detail and review. Use a filterable list of meetings and notes, a large central record view with transcript, summary and tags, and a right-hand panel for people, projects, decisions, action items and source links. Let users compare a summary against its transcript. Display draft, changes requested and approved states. Provide a shared channel view with comments anchored to the relevant record. Make the task-specific outcome a searchable, tagged record with linked action items and source references visible beside its evidence, review state and value baseline.
