Save Hours
Slash post-call admin time by auto-generating reports and notes instead of typing them yourself.
- Sales Automation
- AI Sales Documentation
AI Sales Documentation
Automate creation of deal documentation by having Zapier feed sales call transcripts or deal data to AI models that instantly draft reports, structured notes, and kickoff docs. This removes the manual, error-prone work of writing summaries and ensures every opportunity is captured in a consistent format. Reps get complete, standardized documentation minutes after a call, accelerating follow-up and keeping pipelines accurate.
Improve Consistency
Ensure every deal is documented in the same structured format, reducing missing details and errors.
Speed Handoffs
Deliver ready-to-share docs instantly so managers, CS, and marketing can act without waiting.
Featured use cases
Automatically create and link detailed sales documentation when deals close, minimizing manual setup and ensuring consistent project onboarding.
+ moreUse AI to convert sales call transcripts into structured, insightful reports automatically.
+ moreLeverage AI to automatically summarize and distribute sales deal notes across your team’s tools, keeping everyone aligned and informed.
+ more