CueCard as always has been at the forefront of innovation, by pioneering innovation in Sales. CueCard gives you the ability to replicate your best salesperson and have the present in every deal. Now imagine having them at every single meeting. Yes, it’s not possible with our exciting new release. Introducing CueCard’s all-new Meeting Assitant. This new feature is designed to seamlessly integrate with the existing Deal Rooms, adding enhanced capabilities that make managing and recording meetings as impactful and efficient as possible. With the introduction of the Meeting Assistant, CueCard is not just improving meeting interactions but also enriching the way deals are managed and tracked, promising a richer, more connected experience for users.
You can record meetings, assign assistants to deal rooms, sync it with your calendar, let it create new deal rooms, leave comments and notes in specific points of the transcript, and so much more. In this article, we explore how you can easily set up your first Meeting Assistant.
The first step to leveraging the full potential of CueCard's Meeting Assistant is integrating your calendar with the platform. This process is straightforward: simply click on the "Connect" button to begin. This enables all your scheduled meetings to sync automatically with the CueCard meetings tab, centralizing your schedule and making it easily accessible within the Deal Room environment.
Pro Tip: It's advisable to synchronize your meetings at least 30 minutes before they start. This ensures that all entries are updated in real time, preventing any last-minute discrepancies in your schedule.
Not all meetings are planned. CueCard’s Meeting Assistant comes equipped with a "Quick Meeting" feature for those last-minute or impromptu discussions. Just add your meeting to the record link, and CueCard’s intelligent bot springs into action, recording the session and taking meticulous notes automatically. You have the option to let it create a new deal room if the meeting assistant hasn’t been assigned to any deal room already.
Key Features Include:
CueCard recognizes the importance of details in any meeting. With enhanced note-taking capabilities, you can pinpoint and annotate specific segments of your meeting transcripts. This feature is especially beneficial for teams like sales, where key moments from discussions need to be quickly accessible for follow-up and strategy alignment.
Once the meeting is completed you’ll have access to a summary of the call, the audio recording as well as the entire transcript. You can leave notes at any specific point of the transcript. Once you click there it will automatically skip to the specific part of the audio recording making it very easy for your team to revisit conversations and quickly find key discussions.
Integrating meetings directly into ongoing deals is a breeze with CueCard. Assign any meeting to a specific deal with just a few clicks, and access the transcripts and related analytics directly within the deal room. This not only keeps all information neatly organized but also ensures that every piece of discussion can be directly linked to your deal progress. The AI within the deal room is continuously updated with the latest call data, providing dynamic updates that are crucial for moving deals forward.
CueCard’s Meeting Assistant is more than just a feature—it’s a game-changer for businesses aiming to optimize their meeting and deal management processes. By integrating this tool into your workflow, you ensure a smooth, efficient operation that not only saves time but also enhances the strategic handling of business deals. Embrace the full capabilities of CueCard's Meeting Assistant and transform your business communications into a more productive and profitable venture.
Q: What is CueCard's Meeting Assistant?
A: A feature that records meetings, generates transcripts, syncs with your calendar, and integrates directly with your Deal Rooms for seamless management.
Q: Can I record unplanned meetings?
A: Yes, the "Quick Meeting" feature lets you record impromptu discussions and even create a new Deal Room if needed.
Q: Can I add notes to transcripts?
A: Absolutely! You can leave comments at specific points in the transcript, and clicking them will skip to that part of the recording.
Q: Does it integrate with deals?
A: Yes, you can assign meetings to deals, and the Deal Room will update with call data for better tracking.
Q: Will participants get meeting transcripts?
A: Soon, participants will receive transcripts and deal details via email after meetings.
Got more questions? Want to see CueCard in action? Schedule a call with us anytime and we’ll take you through all our features.
