Promises become tasks
What someone promised on the call shows up as a task on the list of whoever committed to it.
“I'll send the cases on Friday”
Send cases to Fintek PagosOct 17
You talk to the client. The notes write themselves.
HomieDesk's meetings module records your Google Meet calls with an assistant that transcribes them and leaves the summary, objections and next steps on the deal. And you schedule from the chat with Google Calendar and Meet.
Call with Fintek Pagos
Thu, Oct 16, 10:00 AM
OverviewTranscript
Tasks from this meeting
Send case studies with metricsOct 17
Schedule a meeting with financeOct 21
Summary
- They want to double demos in Q2.
- Finance approves the budget in November.
- Daniel decides together with the finance manager.
Objections
- They tried an agency before: no results in three months.
Next steps
- Send case studies with metrics before Friday.
- Meeting with finance next week.
Details
DateThu, Oct 16, 10:00 AM
Score78
DealLinkedIn content
Participants (3)
Ana RuizYou
ana@estudionorte.co
Daniel Rojas
daniel@fintekpagos.com
Paula Vega
paula@fintekpagos.com
Event description
Review the content proposal and the expected results.
How it works
You schedule
Ask Homie for the meeting and it creates it in Google Calendar with a Meet link. The ones already on your calendar with Meet show up in the CRM on their own.
The agent prepares
Before the call, the Meeting Agent reviews the deal so you walk in with context.
The assistant takes notes
It joins your Google Meet, transcribes it and, when it ends, leaves the summary, objections, next steps and a meeting score on the deal.
In detail
Prepared before you join
The Meeting Agent reviews the deal before the call, so you aren't skimming the history at the last minute.
PreparationMeeting Agent
- Opened the proposal twice
- Asked for cases with metrics
Tied to its deal
The transcript, summary and score stay on the meeting, inside its deal. The Pipeline Management Agent takes it into account when it suggests the next step.
LMLucía MéndezAltamar Logística
Daniel RojasFintek Pagos
SCSofía CastroClínica Vértice
You choose when it joins
The assistant can join all your meetings, only the ones with outside guests, or none until you ask.
What it doesn't do yet
- ×We don't promise the meeting video: what always stays is the transcript and the summary.
- ×Google Meet only: the assistant doesn't join calls on other video platforms.
- ×The Meeting Agent doesn't draft the follow-up email.
Questions about Meetings
How does HomieDesk record my meetings?
An assistant joins your Google Meet call as another participant, transcribes it and leaves the summary on the deal when it ends.
Do you keep the meeting video?
We don't promise it. What always stays is the transcript and the summary; the video can't always be saved.
What's left in the CRM after the call?
The summary, objections, next steps and a score, on the meeting tied to its deal. Whatever was promised becomes a task for whoever committed to it.
Does it work with other video platforms?
Today only with Google Meet.
Can I schedule a meeting from the chat?
Yes. Ask Homie for the meeting and, once you approve it with a button, it creates it in Google Calendar with a Meet link.
