Meeting Assistant

FAQs

Need help with something? Here are our most frequently asked questions.

How do Meeting Bots help streamline sales calls?

Dealroom falls into a vertical of sales enablement called Mutual Action Planning. At its core, the idea is that in order to close a deal, you need to get multiple stakeholders looking at the same information. Without dealroom, you would probably send people several email and then you might have a number of convoluted email threads each having disparate pieces of information – you can read more about this here.

Dealroom cuts through all of that by providing a collaborative workspace that you can use to share the documents and material that would be relevant to your prospect. From there you can share out the dealroom via a link and anyone who has access to that link will have access to the contents of the dealroom.

I know this is new, but it’s pretty groundbreaking. If this piqued your interest, book a call with us to find out more!

CueCard’s Meeting Bots automate scheduling, ensure all stakeholders are reminded ahead of time, and generate meeting summaries with action items. This means fewer missed meetings, no manual note-taking, and a smoother follow-up process.

Want to see how Meeting Bots can take the hassle out of sales calls? Let's chat

Can the Meeting Bot integrate with my calendar and CRM?

A CRM exists to act as a system of record for all your sales opportunities your sales team is pursuing or engaging in. However, it’s not something that can be exposed to your customer in any way. It’s solely an internal tool for your team.

Dealroom aims to be different in the sense that it's a shared workspace with your prospects and customers. The idea is that you can create a personalized workspace with all the materials that would be relevant to a prospect and company you are engaging with.

To that extent, we actually connect with your CRM to grab the opportunities and deals in your pipeline to autocreate deals in your dealroom. And it’s all bi-directional, if you update that deal in your CRM it’ll get reflected in the dealroom.

We currently only integrate with hubspot, but we will soon integrate with pipedrive and salesforce.

If this is confusing to you, or you have other questions, OR you want to tell us what CRM integrations to build next, book a call with us!

Yes! Meeting Bots sync with your Google Calendar, ensuring seamless scheduling. Meeting bots then automatically transcribe meetings and update the relevant deal room.

Curious how Meeting Bots keep everything in sync? Book a call with us and we’ll show you!

Do Meeting Bots work with video conferencing tools like Zoom or Google Meet?

Absolutely! Meeting Bots integrate with Zoom and Google Meet making it easy to join calls and capture insights directly from virtual meetings. We’ll be working on adding Microsoft Teams in the future.

Need a better way to track sales calls? Let’s hop on a call and we’ll show you how it works!

Just like how the sales knowledge chat indexes your knowledge base to help answer questions for salespeople, we’ve also integrated this with our dealrooms as well. The basic idea is that whatever documents you upload into your dealrooms will be indexed by our AI. From there, every dealroom will have a deal-specific chatbot that customers/prospects can.

If you’re curious about how this works or what other applications that could be useful for, let's have a chat!

Can Meeting Bots analyze conversations for key insights?

Absolutely! The bot can identify recurring themes, objections, and competitor mentions within sales calls. This helps sales teams refine their approach and tailor their messaging based on real customer feedback. It also can highlight key action items and update the deal room with necessary data.

Want to see how AI-powered insights can help you close more deals? Let's talk!

There’s a couple of ways a dealroom can get sent to your customers. The easiest is to rely on our email automations. Basically, we will send emails out to any prospects you’ve assigned to the dealroom. From there, we will send periodic nudges based on documents added and different time cadences as well. Alternatively, you can just copy the link and send it out more manually if you want to have tighter control.

If you’re still wondering how to get these dealrooms out there, hop on a call with us!

Effortless Meeting Management, Powered by AI

Say goodbye to missed details and manual follow-ups. Our Meeting Bots automate the entire process, from recording conversations to updating deal rooms, so your team stays organized and productive.

Auto records meetings with ease

Our Meeting Bots automatically record and store every meeting, ensuring that no important detail slips through the cracks. Whether it’s a sales call, strategy session, or internal discussion, you’ll always have a reliable record.

Get Transcripts and Summaries of Your Meetings

Forget the time-consuming task of reviewing long recordings. Our AI-powered Meeting Bots deliver accurate transcripts and generate smart summaries that highlight important topics, decisions, and next steps.

Auto-Attaches Meetings to Deals in the Deal Room

Once a meeting ends, our bots automatically link the recording, transcript, and summary to the corresponding deal in your deal room, ensuring all stakeholders have access to the most recent updates and insights.

CueCard’s Meeting Assistant simplifies and enriches the meeting process, offering everything from smart note-taking to calendar integration. Start transforming how you manage meetings today and experience unparalleled efficiency in deal handling.

FAQs

Need help with something? Here are our most frequently asked questions.