AI-Powered Meeting Notes,
Automatically
Never take notes again. Sterling automatically transcribes meetings, generates intelligent summaries, extracts action items, and updates client records—all without lifting a finger.
Free forever • 100 free credits • No credit card required
AI Notetaker Workflow
ActiveMeeting Recording
AI captures full conversation in real-time
Intelligent Processing
Extract facts, tasks & generate summaries
Automatic Sync
Updates household records instantly
Meeting Processed
6
Tasks Created
37
Facts Extracted
45m
Time Saved
Intelligent Meeting Assistant
AI that captures, understands, and organizes every detail from your client conversations
Automatic Transcription
Accurate speech-to-text transcription for every meeting in real-time
Smart Summaries
AI-generated concise summaries highlighting key discussion points
Task Extraction
Automatically create tasks from action items and follow-ups
Fact Capture
Extract and update client facts automatically from conversations
Speaker Identification
Track who said what with automatic speaker recognition
Searchable Transcripts
Find any conversation detail instantly with full-text search
Meeting Intelligence That Works for You
Transform conversations into actionable insights and updated records automatically
See What AI Captures
Client Review - Smith Household
January 15, 2025 • 45 minutes
AI Summary
Discussed retirement planning strategies and reviewed current portfolio performance. Clients expressed interest in increasing 401(k) contributions and exploring Roth conversion opportunities. Reviewed estate planning documents and confirmed beneficiary designations are current.
Action Items
Send Roth conversion analysis by end of week
Assigned to: Sarah Thompson
Schedule follow-up with estate attorney
Assigned to: Sarah Thompson
Review and update 401(k) contribution amounts
Assigned to: John Smith
Extracted Facts
Current 401(k)
$425,000
Target Retirement
Age 65 (2032)
Risk Tolerance
Moderate
Estate Plan
Updated 2024
Intelligence That Saves Time
Never Miss Important Details
AI captures every action item, deadline, and client request so nothing falls through the cracks
Automatic CRM Updates
Client facts and changes are extracted and ready to sync to household records instantly
Instant Searchability
Find any conversation detail in seconds with full-text search across all transcripts
Team Collaboration
Share meeting notes and insights with your team to keep everyone aligned and informed
Seamlessly Connected to Your Workflow
Meeting insights automatically flow into your CRM, tasks, and automation systems
AI Notetaker
CRM Records
Tasks & Workflows
Sync to CRM
Extracted facts and client information automatically update household records with one click
Trigger Workflows
Meeting outcomes can automatically start follow-up workflows and task sequences
Generate Advice
New client data from meetings powers personalized financial advice recommendations
How It Works
Three simple steps to never take notes again
Record Meeting
Connect your meeting platform or upload audio/video files
AI Processing
System transcribes, summarizes, and extracts tasks and facts automatically
Review & Sync
Approve AI insights and sync updates to household records instantly