Every call recorded, summarized, and acted on before the laptop closes.
For sales teams and managers. Records every external meeting, extracts action items, updates deal records, drafts follow-ups, and coaches reps from transcript data.
3 skills. Every call recorded, coached, and closed.
Click Invoke on any skill to run it live in Blu.
Meeting Intelligence
6 ACTIONS
Recording, transcription, AI recap, action item extraction, deal updates, follow-up drafts, coaching metrics, prep briefs.
- —Configure auto-recording for external meetings
- —Run transcription with custom glossary
- +4 more
Builds: Meeting Recordings · Transcripts · AI Recaps +3 more
Win/Loss Analysis
7 ACTIONS
Winning patterns, deal killers, competitor intelligence, battlecards, quarterly win/loss report.
- —Pull closed deals and meeting transcripts
- —Identify recurring winning patterns
- +5 more
Builds: Win/Loss Analysis Reports · Competitive Battlecards · Deal Killer Patterns +2 more
Sales Coaching & Performance
6 ACTIONS
Discovery/Demo/Negotiation scorecards, rep benchmarks, skill gap analysis, weekly coaching cadence, coaching ROI dashboard.
- —Build scorecards for Discovery, Demo, and Negotiation
- —Set rep benchmarks for talk ratio, question frequency, next steps
- +4 more
Builds: Coaching Scorecards · Rep Performance Benchmarks · Skill Gap Analysis +2 more
How it works
A consistent pattern across every skill.
Blu joins the call
Auto-recording with consent notification. Speaker-labeled transcription with a custom glossary for your product terms.
Structured summary is generated
Decisions, action items, objections, and sentiment — extracted and formatted for your CRM within minutes of the call ending.
CRM updates without you
Deal timeline updated, follow-up tasks created, and outbound email drafted for rep review. No manual entry.
Coaching insights surface patterns
Talk-to-listen ratio, question frequency, and objection handling — tracked across your team over time.
Frequently Asked Questions
Explore the other 8 specialists
Meeting Notetaker is one of 9. Each agent owns a piece of the GTM motion — from research and outreach to lifecycle and revenue ops.