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!

This doc requires integration with your Salesforce instance, which can be set up in the

Salesforce setup⁠

page.

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Meeting Notes

Meeting Notes

Account

Client Contacts

View Notes

Date

Subject

Account

Client Contacts

Our Attendees

Meeting Notes

AI Summary (auto-generated)

Log to Salesforce

3/7/2023

Closing call with Head of HR

Mercedes Benz

Avi Green

Open

Log meeting

2/28/2023

Coda Day sync

sForce

Open

Log meeting

2/22/2023

Intro to Coda — Head of Sales

United Oil & Gas, UK

Open

Log meeting

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