Projetly AI captures every decision, action item and follow-up from every meeting automatically and links them directly to the right deal or onboarding project. So your sales and CS teams can focus on the conversation not the documentation.
Stop manually writing meeting notes. AI captures transcripts and structured minutes automatically.
Every action item is extracted and assigned to the right person in the right deal or project.
Key decisions and highlights are surfaced instantly so your team always knows what was agreed.
AI detects next steps and recommends follow-up meeting dates without back and forth scheduling.
1
AI-Powered Meeting Notes
Connect Zoom to Projetly and AI generates complete meeting transcripts and structured minutes automatically after every call.
Every decision, responsibility and key highlight is captured and ready for your team the moment the meeting ends.
2
Action Item Tracking
Stop manually creating tasks after every call. AI extracts action items and commitments from discussions automatically.
Every task is added to the right project and milestone instantly so your team always knows what to do next.
3
Context Awareness
Projetly links every meeting to the right deal or project so your team always has full context without digging through emails.
Continuity flows from first sales call through onboarding to customer success so every team works from the same source of truth.
4
Smart Scheduling
Never miss a follow-up meeting. AI detects next steps from discussions and recommends meeting dates automatically.
Keep team calendars aligned with project milestones without any manual coordination or back and forth emails.
5
Stakeholder Alignment
Every participant receives an automatic MOM with notes, action items and key highlights after every call without any manual effort.
One centralized record of every meeting keeps sales, onboarding and customer success teams fully aligned at all times.
Stop wasting time on manual notes, task entry and scheduling. Projetly handles it all automatically.
Every meeting outcome is linked to the right deal or project so your team always has full context.
Sales and CS teams share the same meeting history so handoffs are seamless and nothing gets lost.
Automatic MOM keeps every stakeholder informed without anyone having to write or send a single email.
AI powered scheduling means follow-up meetings are never missed and always aligned with project milestones.
How does Projetly's Meeting Intelligence capture meeting details?
Projetly connects with Zoom to automatically extract meeting transcripts. AI then generates structured minutes, key highlights, decisions and action items instantly after every call. Microsoft Teams and Google Meet integrations are coming soon.
Can Projetly create tasks directly from meeting discussions?
Yes. AI extracts action items and commitments from every meeting automatically and creates tasks with one click. Every task is linked to the right deal or onboarding project and milestone so your team can start executing immediately.
Does Projetly help with scheduling follow-up meetings?
Yes. AI detects when a follow-up meeting is needed based on what was discussed and recommends the next available dates automatically. No more manual coordination or back and forth emails to find a suitable time.
How does Meeting Intelligence connect with sales and onboarding?
Every meeting is automatically linked to the right deal or onboarding project in Projetly. Context flows from the first sales call through onboarding to customer success so every team always works from the same source of truth.
Can I share meeting notes with external stakeholders?
Yes. Projetly automatically sends a MOM with notes, action items and key highlights to all meeting participants after every call. External stakeholders stay informed without needing access to your internal workspace.
How secure are meeting transcripts and notes?
All meeting transcripts and notes are stored securely in Projetly with role based access controls. You decide who can view meeting records so sensitive discussions stay protected and only accessible to the right people.
