Joins the meeting
A notetaker bot joins Zoom, Google Meet, and Microsoft Teams — from your calendar or a pasted link — and records the call.
Greg · AI meeting notes
AI meeting notes that write into your CRM.
Greg joins Zoom, Google Meet, and Microsoft Teams, then returns a speaker-labelled transcript, TL;DR, decisions, and owned action items. It writes contact notes in your CRM and can update opportunities — native Marketplace install, no Zapier or Make.
Works withZoomGoogle MeetMicrosoft Teams
getgreg.io · Sales Call · Q4 Review
Recording
Live transcript00:14:32
Sarah K.
We're looking to scale our outbound motion in Q1, but the follow-up process is a bottleneck.
Marcus T.
Agreed — automate that post-call workflow and we halve response time.
Sarah K.
Let's set up a follow-up demo for the whole team by Friday...
AI summary
Scale outbound in Q1 · Automate post-call follow-ups · Demo for full team by Friday.
Auto-created tasks
Schedule Q1 demo
Draft follow-up email
Update CRM opportunity
Call scored — 8/10
Debrief call booked · 5:30 PM
Gregposted to#sales
📌 Summary + 3 action items. Owner missing on the CRM update — flagged.
Incoming call — Greg
“Two minutes before Acme — here's what to push for.”
How it works
From the call to the CRM
without copy-paste.
Four steps. Native Marketplace install. No Zapier, no Make. Setup guide.
STEP 1
Install and connect
Install Greg from the Marketplace and connect your calendar. Greg sees upcoming Zoom, Google Meet, and Teams calls — or paste a link any time.
STEP 2
The notetaker joins
A bot joins the call as a named participant, records it, and transcribes it with speaker labels — who said what, not a wall of text.
STEP 3
AI writes the notes
You get a TL;DR, the decisions that were made, and action items with owners — minutes after you hang up.
STEP 4
Notes land in the CRM
Greg writes the summary onto the matching contact and can update the linked opportunity so the pipeline reflects the call.
Product
Notes your CRM will actually use.
Capture, structure, and write-back — one native install, not a chain of automations.
Speaker-labelled transcript
You get who said what, not an undifferentiated dump. Speaker labels travel with the summary into the CRM note.
TL;DR, decisions, owners
Structured notes: a short TL;DR, the decisions that were made, and action items with owners — ready to drop onto the contact.
Writes contact notes
The meeting summary lands as a note on the matching CRM contact, where your team already looks. No export, no paste.
Updates opportunities
Greg can find the contact's opportunity and update it after the call, so pipeline stages reflect what was actually said.
Native Marketplace install
Installed from the Marketplace, talking to the CRM API directly. No Zapier, no Make, no extra subscription in the middle.
Who it's for
Built for teams who live in the CRM
If the conversation happened on a video call, the record of it should already be on the contact.
Sales teams
Discovery and demo calls already happen on Zoom, Meet, or Teams. Greg puts the note on the contact so the next person in the deal isn't starting from a blank record.
Agencies
One Marketplace install can cover the accounts you run. Meeting notes stay with the client contact — not in a side transcript nobody opens.
Operators
If the CRM is the system of record, meeting notes belong there. Greg writes them without a Zapier hop or a copy-paste ritual after every call.
Pricing
A Greg account is required.
Marketplace install connects Greg to your CRM. Running the notetaker takes a Greg workspace: Solo from US$97/mo, Team from US$297/mo, Scale custom.
See pricingFAQ
Questions, answered honestly
Which meeting platforms does Greg join?
Greg joins Zoom, Google Meet, and Microsoft Teams. Connect your calendar so the notetaker auto-joins, or paste a meeting link any time.
What does Greg write into the CRM?
After the call, Greg writes a contact note with the speaker-labelled summary — TL;DR, decisions, and owned action items. It can also update the linked opportunity so the pipeline matches the conversation.
Do I need Zapier or Make?
No. Greg installs from the Marketplace and talks to the CRM API directly. There is no automation platform in the middle to pay for, debug, or watch break.
How do I install Greg?
Install from the Marketplace, approve contacts and opportunities access, then confirm the connection in Greg under Settings → Integrations. Connect a calendar so the notetaker can join your calls. Read the setup guide.
Is a Greg account required?
Yes. Marketplace install connects Greg to your CRM account; a Greg workspace is what runs the notetaker, stores the transcript, and writes the note. Start at getgreg.io.
How much does it cost?
A Greg account is required. Solo from US$97/mo, Team from US$297/mo, Scale custom. See pricing on this website.
Do meeting participants know the bot is there?
Yes. The bot appears as a visible, named participant in the meeting. You are responsible for obtaining consent from participants where required by applicable law.
Does Greg train AI models on my meetings?
No. Greg does not sell personal data or meeting content and does not use meeting content to train AI models. Read the privacy policy on this website.
Put the meeting in the CRM
today.
Native Marketplace install. Speaker-labelled notes, owned action items, contact write-back — no Zapier, no Make.
Get started at getgreg.ioQuestions? hello@getgreg.io