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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. ChatGPT 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, calls, 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 Claude.

📝
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 Claude

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