Meeting Insights

Meeting
Insights

Meeting Insights

Turn Every Meeting Into Actionable Outcomes with Projetly 

Projetly’s Meeting Insights module ensures your meetings don’t just end with conversations—they transform into structured notes, tasks, and follow-ups that drive sales and onboarding success. 

Automatically capture meeting transcripts and structured minutes. 

Link meeting outcomes directly to sales deals or onboarding projects.

Extract decisions,  and action items in real time. 

Schedule next meetings effortlessly without manual work. 

Key Features of Projetly’s Meeting Insights

Key Features of Projetly’s Meeting Insights

1

AI-Powered Meeting Notes

Automatically generate complete meeting transcripts.

Create structured minutes of meetings with clear takeaways.

Capture decisions, responsibilities, and key highlights.

2

Action Item Tracking

Extract tasks and commitments directly from discussions.

Create tasks in click and add to the respective project and milestone.

Identify and schedule the next meeting seamlessly.

3

Context Awareness

Link meeting insights back to ongoing deals (Sales) or onboarding projects (Customer Success).

Ensure continuity from Sales → Onboarding → Customer Engagement.

Provide stakeholders with full visibility into progress and context.

4

Smart Scheduling

Detect and recommend next meeting dates based on discussions.

Avoid manual coordination with AI-powered scheduling assistance.

Keep team calendars aligned with project milestones.

5

Seamless Collaboration

Share meeting notes and transcripts instantly with participants.

Ensure cross-team alignment with centralized access to meeting insights.

Reduce miscommunication with a single source of truth.

Benefits of Using Projetly’s Meeting Insights

Improved Accountability

Ensure every decision, task, and responsibility is tracked and actioned, no more missed follow-ups.

Faster Sales and Onboarding Cycles

Accelerate deal closures and onboarding by automating notes, tasks, and scheduling.

Enhanced Collaboration Across Teams

Provide sales, onboarding, and customer success teams with complete meeting context.

Reduced Manual Effort

Eliminate the need for manual note-taking, task entry, and scheduling—Projetly handles it for you.

Benefits of Using Projetly’s Meeting Insights

Improved Accountability

Ensure every decision, task, and responsibility is tracked and actioned, no more missed follow-ups.

Faster Sales and Onboarding Cycles

Accelerate deal closures and onboarding by automating notes, tasks, and scheduling.

Enhanced Collaboration Across Teams

Provide sales, onboarding, and customer success teams with complete meeting context.

Reduced Manual Effort

Eliminate the need for manual note-taking, task entry, and scheduling—Projetly handles it for you.

Why Choose Projetly’s Meeting Insights?

Turn conversations into structured actions automatically.
Maintain continuity across sales and onboarding with context-rich insights.
Boost productivity with AI-powered notes, tasks, and scheduling.
Keep every stakeholder aligned with centralized meeting records.
Projetly for User Onboarding
Projetly for User Onboarding

Why Choose Projetly’s Meeting Insights?

Turn conversations into structured actions automatically.
Maintain continuity across sales and onboarding with context-rich insights.
Boost productivity with AI-powered notes, tasks, and scheduling.
Keep every stakeholder aligned with centralized meeting records.
Projetly for User Onboarding

FAQs

FAQs

How does Projetly’s Meeting Insights capture meeting details?
How does Projetly’s Meeting Insights capture meeting details?
How does Projetly’s Meeting Insights capture meeting details?
Can Projetly create tasks directly from meeting discussions?
Can Projetly create tasks directly from meeting discussions?
Can Projetly create tasks directly from meeting discussions?
Does Projetly help with scheduling follow-up meetings?
Does Projetly help with scheduling follow-up meetings?
Does Projetly help with scheduling follow-up meetings?
How does Meeting Insights connect with sales and onboarding?
How does Meeting Insights connect with sales and onboarding?
How does Meeting Insights connect with sales and onboarding?
Can I share meeting notes with external stakeholders?
Can I share meeting notes with external stakeholders?
Can I share meeting notes with external stakeholders?
How secure are meeting transcripts and notes?
How secure are meeting transcripts and notes?
How secure are meeting transcripts and notes?