Sales meeting notes
Notes with the prospect’s goals, budget, timeline, and next steps, written in a sales meeting template.
AI meeting agent for sales
Sales meetings with the follow-up built in.
Close more deals while Sembly handles the notes, the CRM, and the proposal.
What do I get from a sales meeting?
Walk out of the demo with the deal fully documented.
Buyer requirements
The buyer’s must-haves land in the Requirements category, ready for the solution engineer before the pilot.
Timestamped decisions
Check what the buyer agreed to, with the speaker’s name and the exact moment in the recording.
Client Co. · Product demoDeal risks
Budget doubts and timeline threats go into the Risks category, so sales leaders spot a stalling deal early.
Follow-up tasks
Reps work from tasks with assignees and deadlines for the security review, the pilot, and the next demo.
Searchable transcript
Search the word-for-word transcript for pricing or competitor mentions and replay the exact moment.
Where does Sembly send sales meeting notes?
Keep your CRM current without typing a field.
Native integrations
Notes, tasks, and transcripts sync to HubSpot, Salesforce, Microsoft Dynamics 365, Pipedrive, and other CRMs.
Custom automations
Zapier and webhooks send notes, transcripts, or tasks from sales meetings to any other tool in your sales stack.
AI agent access
Through Sembly MCP, reps ask Claude or Cursor about a past sales meeting and get its notes and key items in the chat.
What did Client Co. agree to in the demo? What sales materials can Sembly create from a meeting?
Send the prospect a proposal in their own brand.
Proposal.
Drafted from discovery notes in the logo, colors, and fonts Sembly pulls from Client Co.’s website.
- Goals and requirements from the discovery meeting
- Scope, timeline, and investment
- Client Co.’s logo, colors, and fonts
CLIENT CO.PROPOSAL
Pilot proposal · November 2026Fleet visibility pilot for the Dallas hub
What we heardClient Co. runs three regional hubs and loses about 9% of deliveries to late arrivals. Dispatch and operations work from separate tools, so drivers and customers get ETAs that are hours out of date.
- Cut late deliveries across the three regional hubs
- Give dispatch and operations one shared dashboard
- Keep year-one spend between $80K and $100K
“If the pilot works in Dallas, we want all three hubs live before peak season.”VP Operations · Discovery meeting · 23:14
Prepared by Semblian · Confidential1 / 3
CLIENT CO.PROPOSAL
RequirementsRequirementPriorityLive ETA updates for every shipmentMust-haveSingle sign-on for 140 dispatchersMust-haveExport to the existing BI toolMust-haveSpanish interface for the Monterrey teamNice to have
Pilot scopeDallas hub, zones A and BThe pilot covers 40 vehicles and 35 dispatchers over eight weeks. Our solution engineer connects the telematics feed in week one and trains dispatch in week two.
Success criteria- Late deliveries down 25% at the Dallas hub
- ETA accuracy within 15 minutes for 90% of stops
Prepared by Semblian · Confidential2 / 3
CLIENT CO.PROPOSAL
InvestmentItemYear onePlatform, 140 seats$76,000Pilot setup and onboarding$9,500SSO and BI export$6,500Total$92,000
Next stepsTaskAssigneeDueSend the security questionnaire to ITAccount execNov 1Book the pricing walkthroughAccount execNov 6Set up the pilot workspaceSolution eng.Nov 15
Pilot kickoffMonday, November 18 · Dallas hub
Prepared by Semblian · Confidential3 / 3
Built fromDiscovery meeting · ZoomProduct demo · key itemsReady to send
Pitch deck.
Built around the requirements the buying committee raised, with one slide per buyer priority.
- One slide per buyer priority
- Quotes from the buying committee’s meetings
- Editable deck in Client Co.’s brand
Buying committee review · November 2026On-time deliveries across all three Client Co. hubs
CLIENT CO.BUYING COMMITTEE REVIEW
What your team asked forLive ETAsEvery shipment updates in real time for dispatch and customers.
Raised by Operations
Raised by Operations
Single sign-onAll 140 dispatchers sign in with existing company accounts.
Raised by IT
Raised by IT
Q1 budget fitYear-one cost stays inside the $100K approved range.
Raised by Finance
Raised by Finance
CLIENT CO.BUYING COMMITTEE REVIEW
Pilot plan for the Dallas hubWeek 1Telematics feed connected
Week 2Dispatch trained
Weeks 3–7Live on 40 vehicles
Week 8Results review with Operations and Finance
Decision from the demoPilot starts at the Dallas hub on November 18
CLIENT CO.BUYING COMMITTEE REVIEW
Results from a similar fleet−31%Late deliveriesRegional freight client, 6 months
4.2×Faster dispatchPer route change
6 wksFull rolloutAcross 4 hubs
Built fromProduct demo · ZoomClient Co. brandingReady to send
Follow-up email.
A recap of the decisions and next steps from the meeting, ready to send right after it ends.
- Decisions with who agreed to them
- Next steps with assignees and dates
- Ready minutes after the meeting
CLIENT CO.FOLLOW-UP EMAIL
Recap: product demo and next steps
Hi team,Thanks for the time today. Here is a summary of what we agreed in the demo, so your team and ours work from the same plan. Decisions
- The pilot starts at the Dallas hub on November 18 (VP Operations, 23:14)
- A one-year term works, with a review after the pilot (Finance, 34:52)
- IT receives the security documents before the next meeting (41:08)
TaskAssigneeDueSecurity questionnaire to ITAccount execFriPricing walkthrough with FinanceAccount execNov 6Pilot workspace set upSolution eng.Nov 15
Best,The Semblian team
CLIENT CO.FOLLOW-UP EMAIL
Requirements we confirmedRequirementStatusLive ETA updates for every shipmentConfirmedSingle sign-on for dispatchersConfirmedExport to the BI toolIn review
Open questions- Which hub joins after Dallas if the pilot hits its targets?
- Who signs off on the security review on your side?
Next meetingPricing walkthrough · Thursday, November 6 · 10:00 AM CT
Built fromProduct demo · ZoomReady to send
FAQ
How do sales teams use an AI meeting agent?
Sales teams use AI meeting agents like Sembly to record discovery meetings and demos, sync notes and tasks to the CRM, and draft proposals and follow-up emails from the meeting content. Reps spend the saved hours on prospects.
Does Sembly integrate with HubSpot and Salesforce?
Yes. Sembly sends meeting notes, transcripts, and follow-up tasks to HubSpot and Salesforce once the meeting ends. Native integrations also cover Microsoft Dynamics 365, Pipedrive, and other CRMs, and Zapier and webhooks connect the rest of the sales stack.
Can sales managers use Sembly to coach reps?
Yes. Managers search a rep’s sales meetings for pricing objections and competitor mentions, ask multi-meeting AI chat about patterns across deals, and replay the recording of any demo.
Can Sembly attend a sales meeting for me?
Yes. Switch off “Going?” on a scheduled meeting, and Sembly attends in your place and sends you the recording, notes, and insights afterward.
Can Sembly write a sales proposal?
Yes. Sembly drafts the proposal from discovery meeting content and applies the prospect’s logo, colors, and fonts from their website URL, ready for your edits.
Do prospects know Sembly records the meeting?
Yes. Sembly joins as a visible participant, posts a recording notice in the meeting chat, and you can pause or stop the recording at any time.