Meeting Notes & AI Analysis
Review AI-generated summaries, transcripts, and coaching.
In this guide
1Where notes come from
Meeting notes are generated automatically from MeetMatch Video calls — both scheduled appointments and Personal Room calls. Recording starts automatically when you join the room, so you never have to remember to click record. After the call ends, AI processes the recording in the background and your notes appear within a few minutes.
2Sales vs internal meetings
After a call ends, you can tag it as Sales or Internal. This changes what AI analysis runs:
- Sales meetings — full analysis: summary enriched with prospect context, coaching scores across 7 skill dimensions, wins/misses, interest curve, action items, and follow-up email to the prospect.
- Internal meetings — streamlined notes: concise summary focused on decisions and discussion points, action items, and transcript. Sales-specific analysis (coaching scores, interest curve, prospect follow-up emails) is skipped since it isn't relevant for team syncs.
3What's included
Each meeting note contains:
- Summary — a concise overview of the conversation, enriched with prospect context (company, prior interactions, questionnaire responses) for more informed analysis.
- Prospect profile — contact details, engagement stats, pre-call questionnaire answers, and past meeting history pulled from your CRM data.
- Key points — the most important topics discussed.
- Action items — next steps extracted from the call, grouped by owner.
- Interest curve — a visual chart of prospect engagement throughout the call.
- Transcript — a searchable, timestamped text version with accurate speaker labels. MeetMatch records rep and prospect audio on separate tracks, so each line is correctly attributed to the right person.
- Coaching feedback — AI-generated score and suggestions for improving your sales conversations.
4Example: what a meeting note looks like
Here's an animated walkthrough of what the AI generates after a recorded call. Watch as the tabs switch to show each section:
The demo above automatically cycles through each tab: Summary, Actions, Interest, Coaching, and Transcript. Each tab is generated by AI from the call recording — no manual input needed.Summary
Actions
Interest
Coaching
Transcript
AI Summary
Sarah conducted a 28-minute discovery call with James Chen from Acme Corp. Key pain points: 25% no-show rate, no prospect-to-rep matching. Budget approved for Q2.
Key Points
●No-show rate 25% — costing ~$15K/month
●40 reps with no AI routing; leads assigned alphabetically
●Decision by end of April; budget approved
5Ask Anything
At the top of the Meeting Notes page, you'll find the Ask Anything bar. Type any question — like "What objections did prospects raise about pricing?" or "Which calls mentioned our onboarding process?" — and MeetMatch searches across all of your recorded calls to give you a sourced answer.
The answer includes citations showing which call, which prospect, and the timestamp so you can jump to the source. Suggested follow-up questions help you dig deeper. See the dedicated Ask Anything guide for more.
7Requesting coaching feedback
Click the Request Feedback button on any meeting note to ask your sales manager for coaching on that call. You'll get an email when they respond. See the Coaching & Feedback guide for the full workflow.
8Push to CRM
Click the Push to CRM button (top-right of any meeting note) to link the recording to a CRM contact. This triggers AI-generated follow-up tasks and draft emails for the contact's record. Useful for retroactively adding older calls to a prospect's CRM history. See the Recording Intelligence guide for the full feature.
9Searching and filtering
Use the search bar to find notes by keyword. Filter by tags or pin important notes for quick access.