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Browse and discover templates and shortcuts for your workflow

"Curated by Char and the community"

Shortcut/Productivity

Extract Action Items

Pull out all action items, tasks, and commitments from the meeting

For
Team Meetings, Project Kickoffs, Sprint Planning, 1:1s

Shortcut/Customer Success

Customer Concerns Analysis

Identify and analyze customer concerns, objections, and pain points from the conversation

For
Customer Calls, Support Conversations, Sales Meetings, QBRs

Shortcut/Productivity

Decision Summary

Extract and document all decisions made during the meeting

For
Strategy Meetings, Planning Sessions, Board Meetings, Leadership Syncs

Shortcut/Communication

Draft Follow-up Email

Generate a professional follow-up email based on the meeting discussion

For
Client Meetings, Sales Calls, Team Syncs, Interviews

Shortcut/Analysis

Meeting Insights

Get deep insights and analysis from your meeting conversation

For
Strategy Meetings, Negotiations, Stakeholder Calls, Executive Reviews

Shortcut/Sales

Sales Call Feedback

Analyze your sales call and get actionable feedback on what you could have done better

For
Discovery Calls, Demo Calls, Negotiation Calls, Closing Calls

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