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04Call capture
Every call becomes verified deal memory.
The meeting-capture workflow turns an approved transcript into structured deal memory: decisions, actions, and buyer signals that every other workflow can use, with the source attached. Capture options are configured per deployment.
01
Captures the conversation
02
Separates facts from actions
03
Writes sourced updates to deal memory
Best used for
- Diligence calls
- Expert calls
- Weekly deal reviews
Control line
Outputs stay tied to the correct meeting and deal sources.