1
Choose capture method
2
Client & purpose
Optional — helps group interactions
When the interaction occurred
3
Type your notes
Minimum 10 characters (10 more needed)
Tips for better extraction
Include the client name, specific dates, dollar amounts, and action items. The more detail you provide, the better the AI-generated follow-up pack will be.
Processing takes 2–5 minutes. You'll be notified when your follow-up pack is ready.