Meeting notes that land in HubSpot
Keep HubSpot. After a meeting or a call, Flowmeets writes the summary and the highlights to the matching contact, company and open deal.
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Anna LundNordvik confirmed the pilot. Sara Lind owns the budget: 240 000 SEK for phase 1, excluding options. A three-week pilot with the site managers starts after signing on 14 November.
Site review with Nordvik Bygg · Microsoft Teams · 42 min
Re: Pilot plan for phase 1. Sara, here are the figures you asked for.
On the activity, after the meeting
Flowmeets joins Teams, Meet or Zoom as a visible participant. It covers conversations: meetings, calls and email. What is written to HubSpot is the summary after a meeting or a call, on the activity for the matching contact, company and open deal. Flowmeets matches by domain. You keep HubSpot, and the update does not wait for a review.
Nordvik confirmed the pilot for phase 1. Sara Lind owns the budget and confirmed 240 000 SEK, excluding options. Mikael Holm leads the pilot on site.
- A three-week pilot with the site managers
- The pilot starts after signing on 14 November
- Who signs for the second site
- Whether the pilot covers calls from the field
- Send the revised proposal and the site plan on Thursday
- Book the pilot start with Mikael Holm
Nordvik confirmed the pilot. Sara Lind owns the budget: 240 000 SEK for phase 1, excluding options.
Highlights, and fields you allow
Summaries and highlights are what this connection writes. In Flowmeets you choose which further fields may be updated. Private, internal and sensitive meetings are not synced.
The summary stays on the record
The note is written on the contact, the company and the open deal the conversation matched. The next person reads it in HubSpot, instead of pasting it in from somewhere else.
Nordvik confirmed the pilot. Sara Lind owns the budget: 240 000 SEK for phase 1, excluding options.
- Send the revised proposal and the site plan on Thursday
- Book the pilot start with Mikael Holm
A contact the meeting was missing
If someone in the conversation is not in HubSpot yet, Flowmeets can create the contact.
Visible while the meeting is on
In Teams, Meet and Zoom, Flowmeets joins as a visible participant, so people in the meeting can see that notes are being taken. A meeting in the room is recorded in Flowmeets on the computer or phone you have with you. The summary is written after the conversation.
You opened the opt-out link from your email. Confirm below only if you want this meeting not to be recorded by Flowmeets.
Hi Sara,
Anna Lund has invited Flowmeets to take the notes at tomorrow's site review at 14:00. If you would rather it was not recorded, use the link below and the notetaker stays out.
Both sites use the notes every week. Nordvik wants the new site managers trained in December.
Start date, the two sites and who signs off each week are agreed.
Site review with Nordvik Bygg. Sara Lind confirmed 240 000 SEK for phase 1.
Every team on the same company
Sales, customer success, recruitment and project teams can meet the same company. The summary from that conversation is written onto the company in HubSpot, whichever team was in the meeting.
