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Log meeting notes to Salesforce


Do you hate logging your meetings to Salesforce? This doc makes it dead simple to take notes, get an AI summary, and log them back to Saleforce. Some reps say this saves them hours a week. Give it a try!
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Meeting Notes
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Date
Subject
Account
Client Contacts
Our Attendees
Meeting Notes
AI Summary (auto-generated)
Log to Salesforce
i
1
3/7/2023
Closing call with Head of HR
Mercedes Benz
Avi Green
Chris James
Open
Log meeting
2
2/28/2023
Coda Day sync
sForce
Nicole Stoltenberg
Haley Woolverton
Open
Log meeting
3
2/22/2023
Intro to Coda — Head of Sales
United Oil & Gas, UK
Evan Davies
Open
Log meeting
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