A companion records and transcribes the meeting, then stages the CRM changes, drafts the follow-up and files the tasks for your click. Notetakers own the during.
Strawberry publishes this guide and builds the before and the after. A companion assembles the prep brief, records and transcribes the call on Meet, Zoom, Teams or in person, then turns the notes into work: CRM updates staged, the follow-up drafted, the tasks filed, each waiting on your approval.
Capture is crowded and good. The phases either side are where most teams still work by hand. The field by phase, as of this writing.
01
What phase is each meeting tool built for?
By phase:
Granola is built around staying out of the way during the call: no bot joins, and notes build quietly on your machine.
Fireflies and Otter are built around the archive, answering "what did the customer say in March" with speaker labels and search. Fireflies is a native integration.
The AI inside Zoom or Teams is built for capture with nothing to set up, inside the platform your company already runs.
Strawberry is built for the phases either side. A companion assembles the briefing before the call, records and transcribes the call itself on Meet, Zoom, Teams or in person, and turns the notes into work afterwards: CRM updates staged, follow-ups drafted, tasks filed.
02
The after-meeting phase, staffed
The real deliverables of a customer call are a CRM record that reflects it, a follow-up that references it, and tasks that survive it, three chores across three tools. A companion does the spreading: reads the notes, stages the CRM changes, drafts the email, files the tasks, all pending your approval. The workflows are at turn meeting notes into CRM updates and how to automate meeting follow-ups.
Prep is the same shape in reverse: before an external call, a companion gathers who is in the room, what changed since last time, and what you promised, from your email, CRM and the open web, into one page. The recurring version is at prep one-on-ones from work artifacts.
03
Do you need a notetaker and an agent?
Strawberry records and transcribes calls itself, with a floating recorder and a Summarize in chat handoff, so a companion can be the whole loop. If your team already searches old calls in Fireflies, that is a native integration: a companion pulls the call's content out of it and runs the after-meeting chores from there.
Strawberry covers prep before the call and follow-through after it, and records and transcribes the call itself. Granola was built for unobtrusive notes, Fireflies and Otter for a searchable archive, and your platform’s built-in AI for capture with no setup.
Yes. Strawberry records and transcribes Meet, Zoom, Teams and in-person meetings, with a floating recorder and a Summarize in chat handoff, so the notes land in a session a companion can act on. More at can AI take notes from a video call.
A companion assembles the briefing from your real accounts, meaning email history, the CRM record and recent news about the company, into one page before the call. That is prep from work artifacts applied to external meetings.
Yes, with review: a companion reads the notes, stages field changes and next steps, and drafts the follow-up. You approve before anything writes or sends. Salesforce, Attio, Close and Twenty are native; other CRMs work through your logged-in session.