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AI note-taker for Zoom

Zoom meeting AI note-taker

Record, transcribe and summarize your Zoom sales calls, with or without a bot. The notes follow your sales process and land in your CRM.

Meetings
🎬All meetings👤My meetings✂️My video clips🌶️SPICED Scoring📞Cold Call Scoring💡Product Feedback+
08:14 / 32:07

Visser & Co · DiscoveryDiscovery17 Sep · 32 min · Google Meet

Summary AI

Anneke confirmed the budget is approved for 40 seats but would not commit to a date before legal has the DPA. Pieter raised the security review as the only hard blocker. Pricing came up twice, both times against the seat count rather than the total.

Next steps AI

  • Send the security pack to Pieter before Friday.
  • Confirm the seat count with Anneke.
  • Book the legal review for the week of the 23rd.

Notes · MEDDIC template

Visser & Co · DiscoverySynced to HubSpot

Metrics40 seats · €45k approved

Economic buyerAnneke Visser · CFO

Decision processSecurity, then legal

Identified painNotes missing from the CRM

ChampionPieter · Sales Ops

  • EU hosting
  • GDPR
  • SOC 2 Type II
  • No training on your data
How it works

Connect Zoom once, get notes after every call.

Connect your calendar

Sync Google or Outlook. Your auto-record rules decide which Zoom meetings get recorded, external calls only or everything.

Run the call

Claap records and transcribes while you listen to the buyer. Nothing to start by hand.

Read the notes

Summary, next steps and a recap email after the call, and from Business the deal fields filled in your CRM.

Recording

Zoom recorded, with or without a bot.

  • Meeting bot for Zoom on every plan.
  • Chrome extension on every plan, Mac desktop app from Pro.
  • Auto-record rules from your calendar on every plan.
Meetings
🎬All meetings👤My meetings✂️My video clips🌶️SPICED Scoring📞Cold Call Scoring💡Product Feedback+
Title
Owner
Source
Date
Channel
Labels
Type
Visser & Co · Discovery
Sam M.
Online
Today
Sales meetings
Discovery
meeting
Northwind · Security review
Léa P.
Online
Today
Sales meetings
Negotiation
meeting
Aurelia Pharma · On-site visit
Sam M.
In person
Yesterday
Field sales
Demo
meeting
Halden Group · Renewal call
Jonas D.
Phone
Yesterday
Customer Success
Check-in
meeting
Brackman & Voss · CFO demo
Léa P.
Online
Yesterday
Sales meetings
Demo
clip
Meridian Care · Discovery
Mara K.
Online
2 days ago
Sales meetings
Discovery
meeting
Kessler Retail · Pricing call
Sam M.
Online
2 days ago
Sales meetings
Negotiation
meeting
Otava Systems · Intro call
Jonas D.
Phone
3 days ago
Sales meetings
Qualification
meeting
Lindqvist Media · Follow-up
Mara K.
Email
3 days ago
Sales meetings
Discovery
meeting
Aurelia Pharma · Legal review
Sam M.
Online
4 days ago
Sales meetings
Negotiation
meeting

Visser & Co · DiscoveryRecording

SamAnnekePieter

No bot joined the call

Transcript

Every word of the call, by speaker.

  • 99-language transcription from Pro.
  • Automatic chapters from Pro.
  • Search inside every transcript from Pro.
Meetings
🎬All meetings👤My meetings✂️My video clips🌶️SPICED Scoring📞Cold Call Scoring💡Product Feedback+
08:14 / 32:07

Visser & Co · DiscoveryDiscovery17 Sep · 32 min · Google Meet

  1. 13:58Sam M.How are you handling call notes today?
  2. 14:06Anneke V.Honestly, the reps write them up after. Some do, some do not.
  3. 14:22Anneke V.It’s fine for now, we just wish it were quicker.
  4. 14:41Sam M.When a deal slips, how long before anyone notices?
  5. 14:52Anneke V.The forecast call. So, worst case, a fortnight.
  6. 15:20Pieter B.Legal wants the DPA before any pilot, that is the blocker.

Visser & Co · Discovery

TranscribedDutch and English

Chapters and topicsAutomatic

AI credits used0

99 languages, detected per call. The transcript and the summary come with the recording.

Chapters on this call

00:00 Intros and agenda

06:20 Current stack and workarounds

14:02 Pricing and seat count

21:40 Security and the DPA

CRM sync

The Zoom call updates the deal.

  • HubSpot, Salesforce, Pipedrive and Attio from Business.
  • CRM auto-enrichment from Business.
  • Summary templates for each type of call from Pro.
Deals
🗂️All deals🎯Open🏆Won❌Lost📊MEDDPICC⚖️Win-Loss Deals💰High value deals+
Deal
Deal owner
Stage
Amount
Next stepAI
ObjectionsAI
Decision dateAI
BBrackman & VossBrackman
Negotiation
€150,000
Second demo for the CFO
Rollout
29 Sep
KKessler RetailKessler
Closed Won
€125,000
Kick-off with the enablement lead
Pricing
14 Aug
NNorthwind LogisticsNorthwind
Proposal
€120,000
Send the DPA to legal
SecurityDPA
12 Sep
MMeridian CareMeridian
Negotiation
€110,000
Map the current tooling
Timing
4 Oct
OOtava SystemsOtava
Negotiation
€98,000
Agree the pilot scope
Pricing
30 Sep
AAurelia PharmaAurelia
Qualification
€95,000
Loop in the RevOps lead
ProcurementTiming
1 Nov
VVisser & CoVisser
Proposal
€88,400
Security review, then pricing
PricingSeat count
24 Sep
HHalden GroupHalden
Discovery
€74,200
Confirm the renewal owner
Budget
Not set
LLindqvist MediaLindqvist
Discovery
€66,400
Share the security pack
Security
14 Oct

Deal · Visser & Co

8properties writtenSynced to CRM

Next stepAI

Security review, then pricing

Economic buyerAI

Anneke Visser · CFO

Written to HubSpot+6 more

Follow-up

The follow-up email is already drafted.

  • AI-generated emails from Business.
  • Meeting recap emails on every plan.
  • Highlights to Slack and Notion on every plan.
Emails
📨All emails📤Sent⏳Awaiting reply+
Subject
Contact
Deal
Direction
When
Status AI
Recap · security review and next steps
AVAnneke Visser
Visser & Co
Sent
2h ago
Awaiting reply
Re: DPA and sub-processor list
RHRuth Halvorsen
Northwind Logistics
Received
4h ago
Replied
Pilot scope, as discussed
RSRiikka Salo
Otava Systems
Sent
Yesterday
Opened
Re: pricing for 40 seats
IBIlse Brackman
Brackman & Voss
Received
Yesterday
Replied
Following up on the on-site
PNPaul Ndiaye
Meridian Care
Sent
2 days ago
Awaiting reply
Intro to your RevOps lead?
NcNo contact yet
Aurelia Pharma
Sent
2 days ago
No reply
Re: renewal owner
NiNot identified
Halden Group
Sent
3 days ago
No reply
Security pack attached
NLNils Lindqvist
Lindqvist Media
Sent
3 days ago
Opened
Kick-off dates
TKTomas Kessler
Kessler Retail
Received
4 days ago
Replied

Drafts waiting

3follow-ups, already written

Anneke VisserVisser & Co

Ruth HalvorsenNorthwind Logistics

Riikka SaloOtava Systems

Where it helps

The Zoom calls that usually go unrecorded.

Past Zoom recordings

Upload a Zoom recording you already have and it gets the same transcript and notes as a live one.

Sharing without a rewatch

Send a link, a clip or the notes to Slack or Notion. The team reads the key points instead of replaying an hour.

Buyers who refuse bots

When a prospect asks for no recorder in the call, the Chrome extension or desktop app still captures it.

10,000+

sales reps run their deals on Claap

50%

higher win rates, typically within the first quarter

2x

faster onboarding for new reps

FAQ about AI note taking for Zoom

What is Zoom AI Note-taking?

An AI note-taker records your Zoom meeting, transcribes it and writes the notes for you: summary, key moments and next steps. With Claap, the notes can follow a sales template such as MEDDIC and, from Business, fill the deal in your CRM.

How does Claap's AI Note-taker differ from Zoom's native recording and transcription?

Claap is built around the deal rather than the meeting. It records Zoom, Google Meet, Microsoft Teams and calls where no bot is allowed, writes notes on your sales templates, keeps every call searchable in one workspace and, from Business, updates HubSpot, Salesforce, Pipedrive or Attio.

How to upload a Zoom recording into claap?

Upload the video file from your Claap workspace and it is transcribed and summarized like any recording. Uploads are limited to 3 in total on Basic, 10 a month on Pro and 50 a month on Business, and unlimited on Enterprise.

How to take notes during zoom meetings automatically?

Sync your calendar and set your auto-record rules, both on every plan. Claap then records the Zoom meetings the rules select and writes the notes after each one, so nobody has to start anything or type during the call.

Can I use claap's chrome extension to record Zoom meetings?

Yes. The Chrome extension records on every plan and adds nothing to the participant list. The Mac desktop app, from Pro, records any meeting on your computer, whichever app it runs in.

How to transcribe Zoom meetings?

Every Zoom meeting Claap records is transcribed automatically, split by speaker. Transcription covers 99 languages on Pro, Business and Enterprise, with 300 minutes in total on Basic, 1,000 a month on Pro and unlimited from Business.

How can I share Zoom Recordings?

Share a link to the recording or a clip, post highlights to Slack, or send the notes to Notion. People outside the workspace can join as guests: 50 on Pro and Business, unlimited on Enterprise.

Can I use Claap's Note Taker for a past Zoom meeting?

Yes. Upload the recording and Claap transcribes it and writes the notes, the same way it does for a meeting it recorded live.

Let Claap take notes on your next Zoom call.

A 30-minute demo on your real deals. Or start free and connect Zoom today.