Skip to content
Meeting notes (with Salesforce)
Log meeting notes to Salesforce
Salesforce setup
More
Share
Explore

icon picker
Log meeting notes to Salesforce


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!
This doc requires integration with your Salesforce instance, which can be set up in the
Salesforce setup
⁠
page.
Use this button to clear the sample meeting data below →
Clear sample data
⁠
⁠
Meeting Notes
0
Account
Client Contacts
Search
View Notes
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
There are no rows in this table
⁠


Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.