Meeting Notetaker · Part of Blu

Meeting Notetaker

Capture summaries, extract decisions and objections, draft follow-ups, and update CRM automatically

✦ 3 templates✦ 6 skills✦ No credit card required

All Assistants

Meeting Notetaker Skills 3

Each skill is a multi-step workflow Blu executes end-to-end. Click “Ask Blu” to load a ready-to-go prompt.

Meeting Intelligence

B2B

Set up recording, transcription, post-meeting automation, coaching, prep briefs.

Sales Manager / Sales Rep

Replaces Gong/Fireflies recording + transcription

MeetingsTasksDealsWorkflowsDashboards

→Auto-join and record meetings

→Speaker-labeled transcription

→Extract decisions, objections, action items

→Auto-draft and send follow-up emails

→Log meeting notes to deal and contact records

→Generate pre-meeting briefs with account context

6 actions

Sales Coaching & Performance

B2B

Build coaching scorecards, track talk-listen ratios, question frequency, and rep benchmarking program.

Sales Manager / VP Sales

Replaces Gong Coaching + Outreach rep analytics

MeetingsDealsTasksDashboards

→Build coaching scorecards per call type

→Track talk-listen ratio and question frequency

→Compare rep performance against team averages

→Surface best-practice call snippets

→Generate coaching feedback for each rep

→Build coaching performance dashboard

6 actions

Win/Loss Analysis

B2B

Analyze patterns across won vs. lost deals — what winners say differently, which objections kill deals, competitive intel.

Sales Manager / VP Sales

Replaces Gong deal intelligence + competitive intelligence

MeetingsDealsTasksDashboards

→Aggregate meeting data from won and lost deals

→Identify language patterns in winning calls

→Map objection frequency and resolution rates

→Extract competitive mentions and positioning

→Identify which stages have highest loss rate

→Generate winning talk tracks and rebuttals

→Monthly win/loss intelligence report

7 actions

Capture summaries, extract decisions and objections, draft follow-ups, and update CRM automatically

Auto-capture & summarize

Process meeting recordings to extract summary, decisions, action items, and objections — structured for your CRM.

CRM auto-update

After every call, update deal records with outcomes, create follow-up tasks, and log activity automatically.

Coaching analytics

Analyze talk-to-listen ratio, question frequency, and objection handling patterns across your team.

Explore the team

9 specialist assistants, orchestrated by Blu

Data Analyst

Surface funnel leaks, revenue trends, and recommend actions — grounded in your real event data

Creative Assistant

Generate on-brand email, SMS, push, and landing page copy with built-in personalization

Experience Optimizer

Configure A/B tests and web personalizations with hypothesis-driven experiment design

Journey Builder

Multi-channel automated flows with contextual triggers, liquid personalization, and goal tracking

RevOps Automator

Automate CRM syncs, lead routing, scoring, enrichment, and pipeline workflows

Outreach Rep

Research, draft personalized outreach, manage replies, and automate follow-up sequences

Account Researcher

AI-powered lead scores, engagement scores, company research, and account health monitoring

Scheduling Assistant

Booking links, round-robin routing, calendar sync, and no-show recovery automation