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Operations🚀 COMING SOONModule 46

Smart Meetings

Every Meeting Becomes Action — Automatically

Upload audio or paste notes. AI transcribes, writes the summary, extracts decisions and creates tasks automatically — and links everything to the right deal, project or contact.

What is Smart Meetings?

Smart Meetings solves the universal problem: meetings happen, decisions get made, and then nothing happens. With Smart Meetings, you add a meeting record, upload the audio file or paste the text, and AI does the rest. It writes the full summary, lists every decision made, identifies action items and turns them into Tasks inside HiT OS — assigned to the right people. A Sales meeting links to a CRM Deal and Contact. A Project meeting links to a Project and creates tasks. An HR meeting links to a Candidate record. Everything is searchable, linked and tracked. Meeting History shows the full timeline of every interaction with a contact or deal, so nothing is ever forgotten.

🚀This feature is currently in development. Enter the platform and install it from the App Store the moment it launches.
Key Capabilities
Voice Upload — audio to text transcription
AI Summary — meeting in a paragraph
Decision Extraction — AI finds what was decided
Auto Task Creation — action items → HiT OS tasks
Entity Linking — Deal, Project, Contact, Candidate
Meeting Types — Sales, Project, Internal, Client, HR
Follow-up Tracker — pending actions per meeting
Meeting History — timeline per contact/deal/project

How It Will Work

01
Add a meeting — type, date, participants
02
Upload the audio recording or paste text notes
03
AI transcribes and analyses the meeting
04
Review the summary, decisions and action items
05
Action items become Tasks — assigned, linked and tracked

Frequently Asked Questions

What if I don’t have an audio recording?

You can paste text notes or a written summary and AI will still extract decisions, actions and create tasks.

How does it connect to CRM and Projects?

When adding a meeting, you link it to a Deal, Project, Contact or Candidate. All tasks and notes created from the meeting appear on that entity’s timeline.

Can it create tasks for multiple people from one meeting?

Yes. AI identifies who is responsible for each action item and assigns tasks accordingly.

Works Best With

Smart Meetings connects natively with these modules — install them together for the full automated workflow.

Smart Meetings is coming soon.

We are building Smart Meetings right now. Enter the platform to see what is live today — and get notified the moment this launches.