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Logbooks · Building layers 5 and 6

Meeting and conversation notes with AI

After a sales meeting everyone knows what was discussed. A month later, nobody does. In SalesDNA the note-taker turns a transcript into notes with action items, and sees across your meetings what keeps coming back. For conversations with your people you get coaching tips that fit your method.

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How it works in SalesDNA

Two logbooks, one note-taker.

In Meeting structure and Conversation cycle, Notes opens the logbook. The logbooks do not count towards your progress, because they keep notes and do not capture method. Even with hundreds of notes you quickly find what you are looking for: search in the content, filters, a period and groups per month or per employee.

Meeting notes · building layer 5

From transcript to action items

The note-taker turns a transcript into a summary, action items, signals and trends across your meetings.

  • Per meeting: a summary, action items with role and deadline, and signals: opportunity, risk, attention
  • Find trends: AI looks across the last twenty notes. Only what comes back in at least two meetings is a trend
  • On Today: the open action items of the last 90 days under Waiting for you, to tick off
  • From meeting to SalesDNA: what comes back in at least two meetings, AI puts as an addition in panel 2 of the building block it is about
Conversation notes · building layer 6

From conversation to coaching tip

For a conversation note, AI drafts the agreements and gives a coaching tip and a coaching question per signal, based on your core values, phases and training program.

  • Agreements for the employee, for you or together, to tick off
  • Per signal a coaching tip and a coaching question, checked against your core values in behavior, phases, training program and conversation cycle
  • A fixed library of coaching tips for eight common signals
  • From conversations to SalesDNA: signals that come back in several conversations become additions in panel 2, without a name and without a date
What it gives you

Trends appear as a signal in panel 2 of Meeting notes. If quote follow-up keeps coming back in every meeting, you know which building block to look at again. With "From meeting to SalesDNA", AI puts what comes back in at least two meetings as an addition in panel 2 of the building block it is about, for example a phase or an agreement that works out differently in practice. From two analyzed meetings, when you ask for it.

A conversation note gives you a better next conversation with that employee. With "From conversations to SalesDNA", signals that come back in several conversations become additions in panel 2 of Training program, Conversation cycle, Core values in behavior or the process. Only the signals and coaching tips go along, without a name and without a date; it is about the method, never about one employee. A coaching conversation from Coaching also becomes a conversation note.

Meeting and conversation notes

Logbooks · the note-taker
[00:02] Opening sales meeting
[04:10] Pipeline phase 3
[11:45] Quotes left waiting
[18:30] New region layout
[27:05] Actions
...
SummaryThree quotes waiting longer than the norm. Region layout from next month.
Action itemsCall about the quotes · Sales manager · Friday
Signalsattention Quote follow-up opportunity Up-sell
TrendQuote follow-up came back in 3 of the last 20 meetings. Signal in panel 2.
Conversation note · signalQuotes are left waiting after the first conversation.
Coaching tipGo through the agreements from Quote follow-up together.
Coaching questionWhat do you need to make the call yourself after three days?

A trend is what comes back in at least two meetings. For a conversation note, AI drafts the agreements and gives a coaching tip and a coaching question per signal, based on your core values, phases and training program. Search in the content, filters, a period and groups per month or per employee. The employee's name is removed before anything goes to AI; notes disappear after twelve months, the entire conversation note after two years.

AI and privacy in notes

What happens with names and notes.

Different rules apply to meetings and conversations, because a conversation with an employee is about that person.

AI does

  • As note-taker, turn a transcript into a summary, action items, signals and trends
  • Draft the agreements for conversations, and give a coaching tip and a coaching question per signal
  • Turn what comes back in several meetings or conversations into additions for the building blocks they are about

AI does not

  • Process names: for meeting transcripts and conversation notes, the names SalesDNA knows and email addresses are removed before anything goes to AI. For names SalesDNA does not know, such as a customer's, AI is instructed not to mention any names
  • Assess or rank employees
  • Put an addition in a building block itself: you tick what you adopt

Fixed retention periods · a daily task cleans up

  • 12 monthsTranscripts of meetings and notes of conversations disappear after twelve months.
  • 2 yearsThe entire conversation note disappears after two years.
  • 90 daysOpen action items from meetings stay on Today for this long.
Who uses it

Conversation notes only for owner, sales manager and HR.

  • Meeting notes belong to building layer 5 Organization and follow the permissions of that building layer
  • Conversation notes are personal data: only the owner, the sales manager and the HR administrator. A sales manager with a team sees only the notes of that team; meetings and conversations can belong to a team
  • The SalesDNA team never sees conversation notes while watching along
See all roles and permissions
Further reading

The 45-minute sales meeting

A fixed agenda, clear roles and action items that get followed up. This article shows how you set up the meeting the note-taker then records. For the conversations with your people: coaching on behavior.

Read the article

Signals from notes become learning points in coaching and criteria in the job profile.

Questions about notes

What you want to know.

What do I need for meeting notes?

A transcript of your meeting. From that the note-taker makes a summary, action items with role and deadline, and signals. The open action items then appear on Today.

When is something a trend?

When it comes back in at least two meetings. With Find trends, AI looks across the last twenty notes, when you ask for it. A trend appears as a signal in panel 2 of Meeting notes.

Do employee names go to AI?

No. For meeting transcripts and conversation notes, the names SalesDNA knows and email addresses are removed before anything goes to AI. For names SalesDNA does not know, such as a customer's, AI is instructed not to mention any names.

How long do notes stay?

Transcripts and notes of conversations twelve months, the entire conversation note two years. After that a daily task cleans them up.

Demo · 30 minutes · online

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