With Copilot Sales Recap, you can turn every meeting into a strategic advantage. From preparation to follow-up, Copilot automates the heavy lifting—saving you time, improving accuracy, and helping you stay focused on what matters most: your clients. Start using Copilot today and reclaim 45 minutes of your day, every day.

1. Preparing for the Meeting with Copilot

· How to access past interactions, notes, and CRM data.

· Using AI-generated summaries to get up to speed quickly.

· Setting meeting objectives and key questions with Copilot prompts.

2. Recording and Transcribing the Meeting

· Seamless integration with meeting platforms (e.g., Teams, Zoom).

· Real-time transcription and speaker identification.

· Capturing action items and key decisions automatically.

3. Emailing the Recap and Gaining Insights

· Generating a professional, structured recap with one click.

· Customizing the recap for different stakeholders.

· Leveraging AI insights to identify follow-up opportunities and trends.

Start using Copilot today and reclaim 45 minutes of your day, every day.