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.
