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Works with your meeting notetaker

Walk into every meeting prepared — walk out with the recap done

Actioner combines your CRM, emails, support tickets, past meetings, and deal context to prep you before every call — then turns the transcript into a customer-ready recap email, minutes after it ends.

Reps spend more time around meetings than in them

Before the meeting

15-30 minutes scrambling through CRM, email, Slack, and past notes — or just winging it entirely.

After the meeting

Hours before the recap email goes out — if it goes out at all. Context fades, action items get lost.

The alternatives

Fireflies and Otter transcribe well but don't know your deal stage. Gmail drafts from email only. A standalone chatbot needs manual copy-paste. None of them see the full picture.

A briefing that knows everything you should

24 hours before your call, Actioner pulls context from every source and builds a briefing — so you walk in like you spent 30 minutes preparing.

AC
Meeting with Acme Corp
Tomorrow · 2:00 PM
Health 82 Negotiation $48k ARR
Talking points
· Confirm Q3 rollout timeline for 2 new seats
· Renewal due in 47 days — surface early
· Open ticket #2841 still unresolved
JD
MR
+2
1 new face ⚠
📊
Customer snapshot
Health score, deal stage, contract value, renewal date — the numbers that matter
📅
Relationship timeline
Last 3-5 interactions summarized — emails, meetings, support tickets
👥
Who's in the room
Attendee names, titles, roles — with flags for new faces you haven't met
✅
Open commitments
What you or your team promised last time that's still outstanding
💬
Suggested talking points
What to cover based on deal stage, recent activity, and open items
⚠️
Risks & red flags
Declining engagement, competitor mentions, unresolved escalations
🚫
What not to bring up
Sensitive topics handled elsewhere — declined requests, billing disputes
🔔
Automatic delivery
Action item in your Action Box, plus optional Slack or email ping 30 min before
New message
To: jordan@acmecorp.com
Re: Acme Corp — Meeting Recap

Hi Jordan, thanks for the time today. Quick recap of what we covered:

• Aligned on Q3 rollout for 2 additional seats
• Agreed to begin renewal review next week
Action items
☐ Send pricing for added seats — you, Fri
☐ Resolve ticket #2841 — support
Drafted in your voice · edit before sending

Recap sent before your next meeting starts

Actioner turns the transcript and your notes into a structured recap and drafts the follow-up email — ready to review and send directly from your AI.

📝
Meeting summary
Key discussion points distilled into 3-5 bullets
✔️
Decisions captured
What was agreed upon, clearly stated for the record
📋
Action items with owners
Who committed to what — with deadlines where mentioned
➡️
Next steps
What happens next, when the next touchpoint is
🔍
Sentiment & risk update
New concerns surfaced, shifts in customer tone
✉️
Draft follow-up email
Professional, concise, in your voice — review, edit, send from your AI

The difference is everything it knows

Capability
Actioner
Note tools
Email AI
AI Tools
Meeting transcript
✓
✓
✕
Copy-paste
Email history
✓
✕
✓
Copy-paste
CRM / deal context
✓
✕
✕
Copy-paste
Support tickets
✓
✕
✕
✕
Past meeting context
✓
Partial
✕
✕
Auto-triggered
✓
Partial
✕
✕
Send recap from same tool
✓
✕
✓
✕

"Context is the difference between a generic summary and a briefing your manager would be impressed by."

It fits how you already work

📄
24h before
Meeting prep generated, action item created in Action Box
🔔
30 min before
Slack or email: "Your prep for Acme Corp is ready"
🎙️
During
Meeting happens, transcript captured
✍️
Right after
Recap generated, follow-up email drafted
📤
One click
Review and send recap directly to the customer

Stop scrambling before calls and forgetting to follow up after

Free to start · Works with your existing calendar and meeting tools