Your notes include valuable information, but it's easy to get lost. We help you to make sense of them and take the right meaningful actions. Pod Notes Assistant analyzes the content of your notes and gives you actionable insights:

This will allow sellers to spend less time on admin work following meetings and follow-up in a more timely way with prospects - improving your likelihood of closing the deal.

The Notes Assistant is available in every single Pod notes. You'll find it by clicking on the Circles icon at the top-right of the notes, next to the notes title.

Pod creates a brief summary of your note's content, highlighting the main topics discussed, decisions made, and the next steps identified.

Pod recommends a list of next steps based on the content of your notes.

You can mark these next steps as 'Done' in one click and create a new task in your Task Manager.

Pod will identify potential CRM fields to update based on the content of your notes. For each relevant record, your AI copilot will identify a list of fields to update and their respective values we recommend you update.

In a single click, you can apply these updates to your CRM. Cut down low-value admin work, so you can focus on selling.

You shouldn't have to spend 30 minutes after every meeting to send follow-up emails to your team or prospects.

Pod Notes Assistant makes your life easier. In just a few seconds, you can generate an internal or external follow-up email based on the content of the notes.

💡 Need help? Send us a message via the in-app chat or email us at [email protected].

🤝 Want to talk to someone? Book a session with one of our specialists!