Drafted for ZoomSome of what we build on Zoom
Calls summarized
We transcribe and summarize each call after it ends, using the recordings your phone system already keeps.
Next steps on the record
We write the next steps from each call to your CRM or practice software for review.
Missed call texts
When a call is missed, we send the caller a text with wording your team has approved.
Meeting recaps
We draft a recap of each meeting and send it to attendees once your team approves it.
Call coaching notes
We share highlights from calls with the team lead for coaching.
Voicemail to tasks
We turn each voicemail into a task with the right owner.
Some tools we connect to Zoom
Questions about Zoom and AI
Can you connect AI to Zoom?
We start with the official API on plans that include API access, then use scheduled reports and exports, and use browser automation your team approves only where neither works.
Can AI log our calls automatically?
Yes. Each call is summarized on the matching record, with next steps attached for review.
Does my team still approve changes?
Yes. Anything that writes to Zoom, reaches a customer or moves money waits for your team’s approval until you decide a step can run on its own.
Do we need to change how we use Zoom?
No. We build around the way your team already works.