Meeting Capture

Meeting Capture is the proposal-team intake point for call notes, recorder outputs, and meeting summaries. It helps keep client requirements from getting lost after calls.

Open it at proposals.anc.com/meeting-capture.

Access

Meeting Capture is available to Admins, Estimators, Proposal Leads, and platform owners.

When to use it

• A client call includes scope, pricing, schedule, or follow-up requirements.
• Meeting notes come from Read.ai, Otter.ai, Recall.ai, desktop recording, or manual notes.
• You need a meeting summary tied back to proposal work.
• You want action items captured for follow-up.

What it can capture

• Meeting title and source.
• Recording or transcript references.
• Summary notes.
• Action items.
• Client requirements and open questions.
• Links back to CRM or proposal work where available.

Typical workflow

1. Open Meeting Capture.
2. Add the meeting source or notes.
3. Review extracted summary and action items.
4. Tie the information back to the right proposal, opportunity, or follow-up workflow.
5. Use the captured requirements in Estimator, SOW Builder, or CRM follow-up.

Review checklist

• Meeting source is correct.
• The summary captures decisions, not just transcript text.
• Follow-up owners and dates are clear.
• Proposal-impacting requirements are moved into the right project or estimate.

See also

• Estimator
• SOW Builder
• Everything Lands in the CRM Automatically