sales-note-taker

Sales Note-Taker & Conversation-Intelligence Strategy

Help the user (a) pick the right AI meeting note-taker for their sales team, and/or (b) wire its API into downstream systems (CRM, warehouse, Slack, internal tools). This skill is tool-agnostic — it references specific platforms for selection and integration patterns but focuses on cross-vendor strategy.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated knowledge.

Ask the user:

1. What's your primary goal?
   • A) Pick a note-taker for my team (selection/comparison)
   • B) Integrate an existing note-taker's API (transcripts → somewhere)
   • C) Both — evaluating a platform AND planning the integration
   • D) Debugging a specific API/webhook issue

1. What's your use case?

   • A) Sales org — discovery/demo calls, pipeline intelligence, coaching
   • B) Customer success — onboarding, QBRs, renewal health
   • C) Cross-functional — sales + CS + internal meetings
   • D) Specific workflow — e.g., auto-log transcripts to HubSpot, push action items to Slack, pipe everything to Snowflake

2. If integrating, where are transcripts going?

   • A) CRM (HubSpot, Salesforce, Attio, Pipedrive)
   • B) Data warehouse (Snowflake, BigQuery, Redshift, Databricks)
   • C) Internal app / database
   • D) Slack / notifications only
   • E) Multiple destinations (fan-out)

3. Scale?

   • A) <50 meetings/week (single team)
   • B) 50-500/week (mid-market sales org)
   • C) 500+/week (enterprise, multi-team)

Skip-ahead rule: if the user's prompt already has enough context, skip to Step 2.

Step 2 — Route or answer directly

Problem domain	Route to
Reviewing a specific call for coaching or scoring	/sales-call-review {user's question}
Building a coaching program or training cadence	/sales-coaching {user's question}
General CRM-to-tool integration patterns (Zapier, webhooks, iPaaS)	/sales-integration {user's question}
Salesloft Conversations config	/sales-salesloft {user's question}
ZoomInfo Chorus config	/sales-zoominfo {user's question}
Seismic Meeting Intelligence config	/sales-seismic {user's question}
Meeting scheduling (not note-taking)	/sales-meeting-scheduler {user's question}

Otherwise, answer directly below.

Step 3 — Platform reference

Start with references/platforms.md for the quick comparison table across all platforms.

Then read the detailed file matching the user's segment:

Segment	File	When to read
SMB / budget	references/platforms-smb.md	Budget < $50/user/mo, small teams, free-tier shoppers
Mid-market / sales	references/platforms-midmarket.md	Sales-focused teams, methodology scorecards, coaching, CRM enrichment
Enterprise / revenue	references/platforms-enterprise.md	$1K+/user/yr budget, revenue intelligence, bolt-on CI
Field / in-person	references/platforms-field.md	In-person sales, field reps, mobile recording

For comparison questions spanning segments (e.g., "Fathom vs Gong"), read both relevant files.

Answer using only the relevant section(s) — don't dump the full reference.

Step 4 — Actionable guidance

You no longer need the platform reference — focus on the user's specific situation.

Selection framework (if goal = selection)

Rank these in order for the user's context:

1. Budget per seat — Tactiq (free tier + $8-$12/mo) < Fathom (free tier + $16-$20/mo) < MeetGeek (free tier + $9.99-$17) < Fireflies ($10-$19) < Otter ($17-$30) < tl;dv (free tier + $18-$98/mo) < Avoma ($19-$79) < Claap ($24-$48/user/mo) < Gong ($1,200-$1,600/user/yr). Free tier only exists on Fathom, Fireflies, Otter, Read.ai, MeetGeek, tl;dv, Claap (very limited), Tactiq (very limited — 10 transcripts/mo).
2. CRM depth — Gong and Avoma have the deepest native CRM field-mapping and deal intelligence; Fathom Business, Fireflies Business, Fellow Business ($15/seat, HubSpot/Salesforce) are solid; Otter is thinnest.
3. Coaching/QA features — Gong > Avoma > tl;dv Business (MEDDIC/BANT/SPIN playbooks, aggregated insights) > Salesloft Conversations / Chorus > Fathom/Fireflies (basic scorecards only).
4. API completeness — Gong (richest, webhooks + REST) > Fireflies (GraphQL + webhooks) > Avoma (REST + webhooks) > Fathom (REST + webhooks) > Wave (REST + webhooks + MCP + semantic search, 60/min + 10K/day) > MeetGeek (REST + webhooks + MCP, all plans) > Jamie (REST + webhooks + MCP, Pro+) > Grain (REST, Business+) > Sembly (webhooks-first) > Read.ai (REST beta + MCP + webhooks) > tl;dv (REST v1alpha1 + webhooks + MCP, Pro+) > Granola (REST read-only + MCP beta, Business+, 5 req/sec, no webhooks) > Jamy (REST partial, 2 endpoints + webhooks). Otter is Enterprise-only API (beta).
5. Compliance — Gong, Avoma, Fireflies Business, Fathom Business all have SOC 2 + GDPR. For HIPAA/regulated industries, short-list drops to Gong, Avoma, Fireflies Enterprise.

Quick picks:

• Solo rep / tiny team on a budget → Fathom free tier
• SMB sales team, HubSpot/Salesforce-centric → Fathom Business or Fireflies Business
• Mid-market sales org wanting methodology + coaching → Avoma
• Enterprise revenue intelligence, high budget → Gong
• Enterprise CI + forecasting in one platform, Clari Core user → Clari Copilot ($60-110/user/mo)
• Non-sales general meeting transcription → Otter or Fellow
• Mid-market team wanting CRM auto-enrichment + deal scoring without Gong prices, especially in the lemlist ecosystem → Claap
• Mid-size team wanting customizable templates + analytics + affordable CRM sync → MeetGeek
• GTM team wanting shareable call clips + MCP AI workflows → Grain
• Real-time AI coaching during calls + cross-session intelligence + Apple Watch → Hedy
• Privacy-first EU team, in-person meetings, or bot-free non-negotiable → Jamie
• Noisy environments where call quality is the primary pain + AI notes as a bonus → Krisp
• Pure noise cancellation only (no notes/transcription), contact center, or SDK embedding → IRIS Clarity
• Real-time live transcription during calls + Sales Copilot with cue cards and objection handling → Colibri
• Real-time AI coaching overlay with knowledge base RAG and pre-call briefs → Cluely
• Multilingual team needing real-time translation in 100+ languages + cross-language search → Jamy
• In-person meetings, phone calls, cross-device recording, semantic search across history → Wave
• Free unlimited recordings + sales coaching with playbook monitoring (MEDDIC/BANT/SPIN) → tl;dv
• Zero-setup Chrome extension, bot-free, Google Meet-first, no API needed → Tactiq
• Bot-free AI notepad for VCs/product teams, privacy-sensitive contexts, HubSpot CRM → Granola
• Open-source wearable for all-day in-person capture, developer extensibility, lowest price ($89) → Omi
• Bot-free video recording with screen capture, Chrome-first teams, CRM auto-sync on Business plan → Bluedot
• Multilingual global team needing 58-language transcription + cross-meeting AI intelligence (Notta Brain) → Notta
• All-in-one AI assistant that handles email + meetings + calendar + custom workflows in a single tool → Lindy
• Individual professional recording in-person meetings on iPhone, Notion-centric workflow, ultra-low budget ($60/yr) → Speakwise
• Open-source self-hosted meeting recorder, 100% local processing, HIPAA/GDPR by architecture, developer extensibility → Meetily
• Open-source bot-free AI notepad with markdown output, 10 STT providers, plugin SDK, local-first with optional cloud → Char
• Open-source AI dictation with context-aware formatting, Whisper local STT, push-to-talk, free MIT license → Amical
• Open-source cross-platform STT with Whisper + Parakeet dual-engine, push-to-talk, 20k+ stars, free → Handy
• Polished hardware wearable for in-person meetings + phone calls (VCS), 112 languages, SOC 2/HIPAA, 1.5M+ users → Plaud
• EU privacy-first with open-source/EU-only AI models, post-quantum encryption, DicteBOX on-premises, SWOT/project report AI SKILLs → Dicte
• Apple-only user wanting recording + transcription + flashcards/quizzes + 100+ languages, no integrations needed → NoteWave
• Cheapest Chrome extension for Google Meet only, no CRM needed, privacy-first with E2E encryption at $4.99/mo → MBox AI Meet
• Bot-free with deep CRM field-level sync (Salesforce, HubSpot, SAP, Dynamics 365), anonymous coaching, GDPR/ISO 27001/SOC 2, German-hosted → Bliro
• Budget Chrome extension for Google Meet + Zoom, action items with deadlines, Gmail follow-ups, 90+ languages, $10/user/mo → Noty.ai
• Budget mobile-first transcription with 100+ languages, YouTube URL paste, subtitles, $9.99/mo unlimited → Soz AI
• Bot-free recording with screen capture (sees slides/demos), macOS-only, cheapest bot-free at $8/mo → Shadow
• Meeting notes + recruitment automation in one platform, EU compliance, broad ATS integration (15 platforms) → Noota
• In-person field sales coaching with virtual ridealongs, home services industry → Rilla
• Home services field + call center coaching with active AI feedback, ServiceTitan/Jobber/Housecall Pro → Sales Ask
• macOS sales team wanting auto-CRM update from calls without manual logging, domain templates (legal, medical, recruiting) → Sonnet
• Agency wanting AI-generated deliverables (pitch decks, briefs, emails) from client meetings, bot-free → Supernormal
• Ultra-cheap personal voice notes with HIPAA compliance, no meeting bot needed → VoiceToNotes
• Voice-to-polished-text with custom writing styles, one-time payment, solo professionals → AudioPen
• Template-driven voice-to-content with 100+ formats (blog, email, to-do), content creators → TalkNotes
• Voice-to-content with 25+ built-in rewrite formats (social posts, emails, journals), offline recording, 90+ languages → Letterly
• Apple-native on-device transcription, ADHD-friendly auto-organization with headings, cheapest annual plan ($29/yr), offline-capable → Cleft Notes
• Apple-ecosystem audio-note linking with timestamps, Apple Pencil drawing with Time Stroke, Intelligent Playback, students/professionals → Noted
• Editing recorded calls/content by editing the transcript (text-based audio/video editing) + filler-word removal + AI summaries + voice clone, post-call content repurposing → Descript
• Batch transcription of uploaded audio/video files, multi-language translation, SRT/VTT subtitles, SOC 2/HIPAA → Sonix
• Human+AI hybrid transcription with 99% accuracy guarantee, HIPAA medical/legal, upload-only batch processing → TranscribeMe
• Enterprise AI+human transcription with live captioning, ADA/WCAG accessibility compliance, education/legal verticals → Verbit
• Budget one-off English batch transcription at $0.25/min, simplest possible API, Rev's automated engine → Temi
• Budget multilingual transcription (100+ languages) with meeting bot, subtitles, and sentiment analysis → Transkriptor
• Batch transcription + subtitles in 120+ languages with human transcription option, advanced subtitle editor, SOC 2/GDPR → HappyScribe
• Cross-meeting AI search + webhook automations, bot + botless recording, Slack huddles, MCP server for AI workflows → Circleback
• Mid-market team wanting CRM autofill + deal workspace + follow-up automation without Gong pricing → Sybill
• SMB team wanting Gong-level scoring (MEDDIC/BANT/SPIN) + CRM sync + deal intelligence at $19-49/user/mo → Rafiki
• Mid-market team wanting AI roleplay + real-call scoring + CRM auto-fill without Gong pricing → Outdoo
• GDPR-first German-hosted bot-free recording with Blueprints, offline mode, cross-platform (incl. Linux) → Memoro
• Budget note-taker with shareable summary links (no sign-up for recipients), Google Meet/Zoom, $9/mo → MinutesLink
• Mid-market team wanting coaching-focused conversation intelligence with wide CRM support (8 CRMs) without Gong pricing → Jiminny
• Small-to-mid contact center needing automated QA scoring on 100% of calls without Gong pricing → Enthu.AI
• Enterprise team wanting conversation intelligence tightly integrated with revenue forecasting (Clari Core) → Clari Copilot
• Real-time in-call coaching + QA automation + revenue intelligence in one platform, APAC/multilingual focus → Salesken
• Enterprise contact center (100+ agents) needing 100% auto QA with path to AI virtual agents → Observe.AI
• monday.com Pro/Enterprise team wanting basic meeting notes + action items flowing directly into boards without another tool → monday Notetaker
• Salesforce team already using Gong wanting a CRM overlay with AI field updates and modern pipeline views → Scratchpad
• Google Meet-only team wanting the simplest bot-free Chrome extension with AI Copilot chat and instant summaries → Scribbl
• Multi-format capture (voice + image + video + YouTube) with 100+ output templates and WhatsApp Bot, Notion auto-sync → Audionotes
• Async video messaging + meeting notes for design/product teams, no CRM needed, screen recording focus → Bubbles
• Voice-to-voice AI meeting translation with domain-specific terminology accuracy, AI voice avatars, Teams/Zoom/Meet → Langfinity
• Enterprise-grade single-bot meeting translation with SOC 2/ISO 27001 compliance, Palabra developer API → Talo
• Japanese-first team needing ISO 27001/27017 compliance and Japan-hosted data → Rimo
• Custom note formatting priority (MEDDIC/BANT instructions), EU/GDPR, in-person + virtual, affordable HubSpot sync → Wudpecker
• Enablement-first CI with AI Roleplay for onboarding, in-call coaching cues, Deal Agents, SOC 2/ISO 27001/HIPAA → Proshort
• Budget AI meeting assistant with live contextual intelligence, Jira/Slack/Notion task sync, no API/CRM, India-based → Liznr
• AI video conferencing with native real-time coaching + buyer engagement scoring, replaces Zoom for sales calls → Salesroom
• Bot-free meeting recording + universal voice keyboard + 50+ report templates + hardware ecosystem (OSO earbuds) → Laxis
• Multi-smartphone audio capture for in-person meetings, patent-pending multi-device fusion, budget-friendly ($19.99/mo) → reason8

Integration patterns (if goal = API integration)

Webhook-first vs polling — pick webhook whenever available.

Pattern	When to use	Trade-off
Webhook push (event-driven)	Default — when vendor offers transcription.completed or meeting.ended events	Must expose a public HTTPS endpoint; must handle retries, idempotency, signature verification
Polling (list + fetch)	Backup for vendors without webhooks (Otter API beta), or backfilling history	Wastes API calls, higher latency, hits rate limits faster
Hybrid	Webhook for real-time + periodic reconcile-poll to catch missed events	Best for production — covers webhook outages

Standard integration architecture (works across vendors):

1. Ingest — Webhook receiver (Lambda/Cloud Run/serverless) validates HMAC signature, enqueues raw payload
2. Fetch — Worker pulls full transcript from API using meeting_id / recording_id from payload
3. Normalize — Map to a common schema: {meeting_id, external_id, vendor, started_at, duration_s, participants[], transcript[{speaker, ts, text}], summary, action_items[], recording_url}
4. Persist — Raw JSON to S3/GCS (audit trail) + normalized rows to warehouse + lightweight record to CRM
5. Fan-out — From the normalized layer, push to Slack / Salesforce opportunity / HubSpot deal / Notion / wherever

Auth patterns:

• API key in header — Fireflies, Fathom, Sembly, Read.ai, MeetGeek (simplest; rotate per-user or per-workspace)
• OAuth 2.0 — Avoma, Gong (required for multi-tenant apps)
• Workspace-scoped keys — Otter (Enterprise only)

Rate limits to design around:

• Gong: 3 req/sec, 10k/day, ~1k/hr per key — batch transcript fetches, cache call metadata
• Fireflies: GraphQL complexity limits — don't request full transcript + audio URL in one query for 100 meetings
• Fathom: document per-key limits; paginate with cursor
• Avoma: standard REST pagination; webhooks preferred for volume
• Otter: Enterprise-only, undocumented beta limits — assume conservative

Transcript format normalization:

Every vendor returns a slightly different shape. Build a normalize_transcript(vendor, payload) function early. Common fields: speaker (email or display name), timestamp_ms (offset from start), text, confidence (optional). Fathom uses markdown export natively; Gong/Avoma return structured JSON with monologues; Fireflies returns sentences; Otter returns speaker-labeled paragraphs.

If you discover a gotcha, rate-limit ceiling, auth quirk, or vendor-specific payload oddity not covered in references/learnings.md, append it there with today's date.

Gotchas

• Webhooks without signature verification are dangerous. Every vendor offers HMAC or similar — Fireflies uses x-hub-signature (SHA-256), Gong signs with its own header, Avoma provides a secret. Always verify before trusting the payload.
• "Transcript ready" ≠ "summary ready." Vendors often fire the transcript webhook before AI summary/action-items are complete. Either wait for a separate summary.completed event (Fathom, Fireflies) or re-fetch a few minutes later.
• Rate limits are the silent killer at scale. Gong's 3 req/sec hits fast when you have 500 calls/day and need metadata + transcript + participants for each. Cache aggressively, use batch endpoints where available, and queue API calls instead of fanning out in parallel.
• Otter's public API is Enterprise-only and in beta. Do not plan a production integration on Otter's API unless you've confirmed Enterprise access. Zapier is the safer fallback for Otter.
• Don't skip reconcile-polling. Webhooks fail — network blips, deploy downtime, vendor-side bugs. Run a nightly job that lists meetings from the last 48h and fills gaps. This has saved every production integration we've seen.
• PII and storage compliance. Transcripts contain names, pricing, contract terms, sometimes PHI. If you're piping them to a warehouse, plan retention + access controls before the pipeline ships — not after Legal gets involved.
• "Cheapest per seat" is misleading. Fathom free looks great until you need Business-tier CRM sync; Fireflies Business limits monthly meetings per user. Price the plan you'd actually run, not the teaser.
• Platform-specific conversation intelligence (Salesloft, Chorus, Seismic) ≠ replacement for a dedicated note-taker. They're bolt-ons to existing tools. If you don't already use Salesloft/ZoomInfo/Seismic, don't buy them just for meeting recording — use a dedicated note-taker.

Related skills

• /sales-fathom — Fathom platform help (REST API, webhook HMAC, OAuth, SDKs, MCP, pricing tiers)
• /sales-fireflies — Fireflies.ai platform help (GraphQL API, Webhooks V1 + V2, HMAC, AskFred, Real-time, MCP, rate limits per tier)
• /sales-avoma — Avoma platform help (REST API, webhooks, MEDDIC/BANT scorecards, Lead Router, pricing tiers)
• /sales-gong — Gong platform help (Revenue AI OS — call recording, Smart Trackers, coaching scorecards, deal boards, REST API, webhook automation, Forecast, Engage, MCP)
• /sales-otter — Otter.ai platform help (OtterPilot, live transcription, AI Chat, Zapier automation, CRM sync, pricing tiers)
• /sales-fellow — Fellow platform help (REST API, bot-based/bot-free recording, CRM sync, templates, pricing tiers)
• /sales-grain — Grain platform help (REST API, MCP Server for Claude/Cursor, video clips, Zapier automation, CRM sync, pricing tiers)
• /sales-sembly — Sembly platform help (agentic meeting intelligence, AI-generated deliverables, webhook automations, 10 native CRM connectors, pricing tiers)
• /sales-read-ai — Read.ai platform help (engagement/sentiment analytics, Search Copilot, REST API + MCP Server, webhook automations, CRM sync, pricing tiers)
• /sales-meetgeek — MeetGeek platform help (bot + no-bot recording, customizable templates, REST API with regional endpoints, MCP Server, 7 CRM connectors, conversation analytics)
• /sales-jamie — Jamie platform help (bot-free AI note-taker, REST API with personal/workspace keys, webhook automations, CRM sync to HubSpot/Salesforce/Attio, MCP server, EU privacy-first)
• /sales-krisp — Krisp platform help (noise cancellation + AI meeting notes, accent conversion, Voice AI SDK, webhook integrations, Call Center AI, pricing tiers)
• /sales-colibri — Colibri.ai platform help (real-time transcription, AI summaries, Sales Copilot with live guidance, conversation analytics, legal transcription, pricing tiers)
• /sales-cluely — Cluely platform help (real-time AI coaching overlay, pre-call briefs, knowledge base RAG, CRM sync via Merge.dev, coaching analytics, pricing tiers)
• /sales-jamy — Jamy.ai platform help (AI meeting assistant with real-time translation in 100+ languages, cross-language search, HubSpot CRM sync, API/webhooks, pricing tiers)
• /sales-wave — Wave platform help (mobile-first AI note-taker, REST API with semantic search and webhooks, MCP server, Voice ID, 76-language transcription, pricing tiers)
• /sales-tldv — tl;dv platform help (AI note-taker with unlimited free recordings, REST API v1alpha1, sales coaching with MEDDIC/BANT/SPIN playbooks, CRM sync, MCP server, pricing tiers)
• /sales-claap — Claap platform help (AI sales call assistant with no-bot recording, REST API + OAuth, CRM auto-enrichment, deal scoring, MCP connector, pricing tiers)
• /sales-tactiq — Tactiq platform help (Chrome extension bot-free note-taker, Zapier automation, native HubSpot/Salesforce/Pipedrive CRM sync, AI credits, pricing tiers)
• /sales-hedy — Hedy AI platform help (real-time AI meeting coach, REST API, webhooks, MCP server, Zapier/n8n automation, pricing tiers)
• /sales-granola — Granola platform help (bot-free AI notepad, REST API, MCP beta, HubSpot/Attio/Affinity CRM sync, Zapier automation, pricing tiers)
• /sales-omi — Omi AI platform help (open-source AI wearable necklace, Developer API, app marketplace with webhook integrations, in-person + online capture, pricing tiers)
• /sales-bluedot — Bluedot platform help (bot-free AI note-taker with video recording, Chrome extension + desktop/mobile apps, Svix webhooks, HubSpot/Salesforce CRM sync, screen recording, pricing tiers)
• /sales-notta — Notta platform help (AI meeting transcription in 58 languages, Notta Bot, Notta Brain cross-meeting AI, Zapier automation, CRM sync to Salesforce/HubSpot/Zoho/Freshsales/Salesflare)
• /sales-lindy — Lindy platform help (no-code AI agent builder — meeting notes are one module alongside email triage, calendar management, custom workflows, chatbots, AI phone agents)
• /sales-rilla — Rilla platform help (AI coaching for in-person/field sales, virtual ridealongs, mobile recording, CRM sync via Merge, home services focus)
• /sales-salesask — Sales Ask platform help (AI coaching for in-home + call center sales, Coach Dean active feedback, ServiceTitan/Jobber/Housecall Pro, home services focus)
• /sales-sonnet — Sonnet AI platform help (bot-free recording, auto-CRM update to HubSpot/Salesforce, domain templates for sales/legal/medical/recruiting, relationship tracker, concept maps)
• /sales-supernormal — Supernormal platform help (AI agent for agencies, bot-free recording, AI-generated deliverables from meetings, HubSpot/Salesforce/Pipedrive CRM sync, credit-based pricing)
• /sales-voicetonotes — VoiceToNotes platform help (ultra-cheap personal voice-to-text, HIPAA compliance, AI summaries/grammar/OCR, web + iOS + Android, no integrations)
• /sales-outdoo — Outdoo platform help (AI roleplay coaching, conversation intelligence, revenue intelligence, CRM automation, Open API, mid-market Gong alternative)
• /sales-jiminny — Jiminny platform help (conversation intelligence, revenue intelligence, coaching, 8 native CRM integrations, partial REST API, mid-market Gong alternative)
• /sales-convin — Convin platform help (contact center AI with 100% automated QA, Real-Time Assist, AI Phone Call agent, LMS, 70+ languages, no public API)
• /sales-uniphore — Uniphore platform help (enterprise Business AI Cloud — conversation intelligence, U-Assist real-time guidance, automated QA, CSATai, Emotion AI, ActionIQ CDP)
• /sales-observe-ai — Observe.AI platform help (enterprise contact center intelligence, 100% Auto QA, Agent Copilot, VoiceAI/ChatAI agents, 250+ integrations)
• /sales-nice-cxone — NICE CXone platform help (full CCaaS with built-in recording, QM, Interaction Analytics — evaluate whether built-in CI is sufficient or layer a dedicated tool on top)
• /sales-enthu — Enthu.AI platform help (contact center QA with auto-scoring on 100% of calls, agent coaching, compliance monitoring, affordable Gong/CallMiner alternative)
• /sales-demodesk — Demodesk platform help (AI conversation intelligence + coaching scorecards + autonomous AI agents, REST API V2, GDPR-native EU)
• /sales-clari-copilot — Clari Copilot platform help (real-time battlecards, live coaching, coaching scorecards, gametapes, Clari Core API, enterprise pricing)
• /sales-speakwise — Speakwise platform help (iOS-native in-person meeting recorder, on-device transcription, Notion integration, AirPods hands-free, 50+ languages, $59.99/yr)
• /sales-sybill — Sybill platform help (AI sales assistant — Magic Summaries, CRM Autofill, Deal Workspace, Ask Sybill, follow-up automation, pricing tiers)
• /sales-salesken — Salesken platform help (real-time in-call coaching, QA automation on 100% of calls, revenue intelligence, field sales analytics, multilingual, Salesforce/HubSpot/Zoho)
• /sales-revenue-io — Revenue.io platform help (Salesforce-native revenue orchestration, RingDNA dialer, Moments real-time coaching, CI on Orchestrate tier, no public API)
• /sales-salesloft — Salesloft Conversations (bolt-on conversation intelligence inside Salesloft)
• /sales-zoominfo — ZoomInfo Chorus (bolt-on conversation intelligence inside ZoomInfo)
• /sales-seismic — Seismic Meeting Intelligence (bolt-on inside Seismic)
• /sales-rafiki — Rafiki platform help (AI conversation intelligence with Smart Call Scoring MEDDIC/BANT/SPIN, CRM auto-sync, deal intelligence, role-play, $19-49/user/mo)
• /sales-scratchpad — Scratchpad platform help (Salesforce-native AI workspace — call recording, AI field updates, pipeline sheets, Hygiene Monitor, Gong integration)
• /sales-laserfocus — Laserfocus platform help (Salesforce overlay — Stacks, table views, bulk editing, precache technology, simpler/lighter than Scratchpad, YC "Inactive")
• /sales-momentum — Momentum platform help — AI revenue orchestration with optional CI add-on ($30/user/mo), automated CRM updates from calls, MEDDIC Autopilot (acquired by Salesforce Feb 2026)
• /sales-call-review — Review a specific call for coaching
• /sales-coaching — Build coaching programs that consume call data
• /sales-integration — General CRM/tool integration patterns (Zapier, webhooks, iPaaS)
• /sales-sonix — Sonix platform help (batch AI transcription in 53+ languages, translation, SRT/VTT subtitles, video burn-in, REST API, SOC 2/HIPAA)
• /sales-transcribeme — TranscribeMe platform help (human+AI hybrid transcription, 99% accuracy on human tiers, HIPAA, REST API, .NET/Node.js SDKs)
• /sales-verbit — Verbit platform help (enterprise AI+human transcription, live captioning, accessibility compliance, Gen.V AI insights, REST API)
• /sales-transkriptor — Transkriptor platform help (AI transcription in 100+ languages, meeting bot, subtitles, sentiment analysis, REST API Enterprise-only, budget multilingual batch + live transcription)
• /sales-temi — Temi platform help (budget AI transcription at $0.25/min, Rev's engine, English-only, REST API, simplest batch transcription option)
• /sales-noota — Noota platform help (AI meeting assistant + recruitment automation, 7 CRMs, 15 ATS, voice agents, EU compliant)
• /sales-dialpad — Dialpad platform help (UCaaS + CCaaS, AI Recaps, AI Coaching Hub, Python SDK, Stats API)
• /sales-meetily — Meetily platform help (open-source local-first AI meeting assistant, Whisper/Parakeet transcription, Ollama summarization, MIT license, self-hosted)
• /sales-char — Char platform help (open-source bot-free AI notepad, formerly Hyprnote, 10 cloud STT providers + local Cactus, plugin SDK, automation hooks, GPL-3.0)
• /sales-amical — Amical platform help (open-source MIT AI dictation app, Whisper local STT, context-aware formatting, Ollama/OpenRouter LLM, push-to-talk voice-to-text)
• /sales-handy — Handy platform help (open-source cross-platform STT, Whisper + Parakeet dual-engine, push-to-talk, CLI flags, 20k+ GitHub stars)
• /sales-plaud — Plaud platform help (hardware AI voice recorder, NotePin/Note/Note Pro, VCS phone call recording, Developer API, 112-language transcription, pricing tiers)
• /sales-iris-clarity — IRIS Clarity platform help (bidirectional AI noise cancellation, Web SDK + Server SDK for embedding in VoIP apps, Talkdesk AppConnect, contact center audio quality)
• /sales-sozai — Soz AI platform help (mobile-first AI transcription, 100+ languages, YouTube URL paste, speaker diarization, subtitle generation, $9.99/mo unlimited)
• /sales-shadow — Shadow platform help (bot-free AI note-taker with audio + screen capture, macOS-only, on-device transcription, autopilot detection, $8/mo)
• /sales-happyscribe — HappyScribe platform help (batch AI + human transcription in 120+ languages, subtitle generation, REST API, 15+ export formats, SOC 2/GDPR)
• /sales-circleback — Circleback platform help (AI meeting notes, cross-meeting search, webhook automations with HMAC signing, MCP server, bot + botless recording, Slack huddles)
• /sales-cirrus-insight — Cirrus Insight platform help (Salesforce-native Meeting AI, Conversation Intelligence, Live Coaching, modular pricing)
• /sales-monday-notetaker — monday.com AI Notetaker platform help (native meeting recording inside monday.com, action items → board items, GraphQL API)
• /sales-memoro — Memoro platform help (German GDPR-first AI meeting assistant, bot-free local recording, customizable Blueprints, searchable Memories, 50+ language transcription, €0-42/mo)
• /sales-minuteslink — MinutesLink platform help (budget AI meeting note-taker, bot + Chrome extension recording, shareable summary links, Google Meet/Zoom, $0-24/mo)
• /sales-audiopen — AudioPen platform help (voice-to-polished-text with custom writing styles, SuperSummaries, one-time payment, Zapier automation)
• /sales-talknotes — TalkNotes platform help (AI voice note app, 100+ templates, Zapier automation, 50+ languages, subscription pricing)
• /sales-letterly — Letterly platform help (AI speech-to-content with 25+ rewrite formats, 90+ languages, offline recording, Zapier/webhooks, content creators)
• /sales-cleftnotes — Cleft Notes platform help (Apple-native AI voice-to-notes, on-device transcription, ADHD-friendly auto-organization, Obsidian/Notion sync, $0-29/yr)
• /sales-noted — Noted platform help (Apple-ecosystem voice recorder + note-taker, timestamped audio linking, AI Transcribe, Apple Pencil, $0-9.99/mo or $89.99 lifetime)
• /sales-scribbl — Scribbl platform help (bot-free Chrome extension AI note-taker for Google Meet, AI Copilot chat, instant summaries/action items, 40+ languages, $0-20/user/mo)
• /sales-audionotes — Audionotes platform help (multi-format AI note-taker — voice/text/image/video/YouTube, 100+ templates, WhatsApp Bot, webhook + Zapier + Notion sync, 80+ languages, $0-10.83/mo)
• /sales-bubbles — Bubbles platform help (async video messaging + AI meeting note-taker, screen recording, Zapier automation, no API/CRM, $0-18/mo)
• /sales-langfinity — Langfinity platform help (real-time voice-to-voice AI translation, domain-specific terminology, AI voice avatars, Teams/Zoom/Meet, 50+ languages)
• /sales-talo — Talo platform help (real-time single-bot meeting translation, SOC 2/ISO 27001, Palabra API with Python/JS/Java SDKs, 60+ languages, $33-100/mo)
• /sales-rimo — Rimo Voice platform help (Japanese-optimized AI meeting transcription, ISO 27001/27017, Japan-hosted data, no API, $9-15/mo launch)
• /sales-wudpecker — Wudpecker platform help (AI meeting notes with custom instructions, Ask Wudpecker AI Q&A, HubSpot/Notion/Slack sync, EU/GDPR, $0-32/mo)
• /sales-proshort — Proshort platform help (enablement-first CI with AI Roleplay, contextual in-call coaching, Deal Agents, CRM auto-sync, SOC 2/ISO 27001/GDPR/HIPAA, $75/user/mo)
• /sales-liznr — Liznr platform help (AI meeting assistant with real-time contextual intelligence, Chrome/Edge/Teams, Jira/Slack/Notion task sync, $9/mo, no API/CRM)
• /sales-salesroom — Salesroom platform help (AI video conferencing for sales — real-time coaching, buyer engagement scoring, battle cards, HubSpot/Salesforce sync, own meeting platform replaces Zoom)
• /sales-aviso — Aviso AI platform help (end-to-end AI revenue operating system — 98%+ forecast accuracy, 6-emotion CI, MIKI AI agents, relationship intelligence, 9 CRM integrations, enterprise-only)
• /sales-laxis — Laxis platform help (bot-free recording, voice keyboard, CRM automation, OSO earbuds, Enterprise-only API)
• /sales-dicte — Dicte platform help (EU privacy-first AI meeting assistant, post-quantum encryption, open-source/EU AI models, DicteBOX on-premises, AI SKILLs)
• /sales-reason8 — reason8 platform help (in-person meeting note-taker with multi-smartphone audio capture, AI transcription with speaker ID, $19.99/mo Pro)
• /sales-notewave — NoteWave platform help (iOS AI note-taker with flashcards/quizzes, 100+ languages, YouTube/PDF import, no API/CRM, $12.99/mo)
• /sales-mbox-meet — MBox AI Meet platform help (free Chrome extension for Google Meet transcription + AI summaries via Gemini Pro, E2E encryption on Pro $4.99/mo, no API/CRM/webhooks)
• /sales-bliro — Bliro platform help (bot-free AI sales assistant, CRM field-level sync to Salesforce/HubSpot/SAP/Dynamics 365, anonymous coaching, REST API + webhooks on Unlimited, GDPR/ISO 27001/SOC 2)
• /sales-noty — Noty.ai platform help (Chrome extension AI meeting assistant, Gemini-powered transcription, action items with deadlines, Gmail follow-ups, Zapier triggers, $10/user/mo)
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do

Examples

Example 1: SMB team picking a note-taker on a budget

User says: "I run a 6-person SaaS sales team on HubSpot. Which AI note-taker should we pick — we don't want to pay Gong prices." Skill does:

1. Rules out Gong (budget), Otter (thin CRM), Fellow (not sales-first)
2. Short-lists Fathom Business ($20/seat) and Fireflies Business ($19/seat) — both have HubSpot native sync
3. Recommends Fathom if the team values a generous free tier for individual reps and simpler setup; Fireflies if the team wants conversation search + topic analytics
4. Notes Avoma ($29/seat) as the upgrade path if they later want methodology scorecards (MEDDPICC/BANT) Result: Clear 2-option shortlist with a decision tiebreaker, and an upgrade path.

Example 2: Building a transcript pipeline to Snowflake

User says: "I need to pipe every Fireflies transcript into Snowflake so the data team can build dashboards. What's the architecture?" Skill does:

1. Recommends webhook-first architecture (Fireflies Transcription completed event)
2. Sketches the flow: Fireflies webhook → API Gateway/Lambda → validate x-hub-signature → enqueue → worker calls https://api.fireflies.ai/graphql for full transcript → write raw JSON to S3 + normalized rows to Snowflake via Snowpipe
3. Flags GraphQL complexity limits — fetch transcript sentences in one query, fetch audio/summary separately
4. Adds nightly reconcile job that lists last 48h of meetings to catch missed webhooks
5. Points to /sales-integration if they want iPaaS (Workato, Boomi) instead of custom Result: A production-shaped architecture with specific endpoints, known rate-limit pitfalls, and a reconcile safety net.

Example 3: Webhook vs polling for Otter

User says: "We're on Otter and want transcripts in Slack within a minute of a call ending. Webhook or polling?" Skill does:

1. Confirms Otter public API is Enterprise-only beta — asks if they have that tier
2. If yes: use Workspace Webhooks (they exist) — point directly at a Slack-forwarding service
3. If no Enterprise access: fall back to Zapier's Otter integration (pre-built Slack action)
4. Warns that Otter's beta API limits are undocumented — test end-to-end before committing
5. Suggests evaluating Fathom free tier or Fireflies free tier if the real requirement is "cheap + real-time + Slack" Result: Grounded answer specific to Otter's reality, with a fallback if their tier doesn't support it.

Troubleshooting

Webhook fires but transcript is empty or truncated

Symptom: Payload arrives on transcription.completed but the transcript body is partial or blank Cause: Most vendors fire the event as soon as ASR completes — AI summary, speaker diarization, and action items are still being generated on the vendor side Solution: Either subscribe to a separate summary.ready / processing.completed event (Fathom, Fireflies offer one) or re-fetch from the meeting-detail endpoint 60-180 seconds after the initial webhook. Add a small queued retry with exponential backoff.

Rate limits hitting 429 in production

Symptom: Gong or Fireflies returning 429 during transcript backfill or high-volume days Cause: Backfilling in parallel or fanning out transcript fetches for every new webhook without queuing Solution: Queue outbound API calls with a token-bucket rate limiter tuned below the published limit (e.g., 2 req/sec for Gong's 3/sec limit). Honor the Retry-After header, not a fixed sleep. Cache call metadata so you don't re-fetch it on every downstream consumer.

Transcript format differs across vendors — downstream queries break

Symptom: A change from Fathom to Fireflies (or adding a second vendor) breaks every analytics query Cause: No common schema — each vendor's payload is piped into the warehouse verbatim Solution: Add a normalize_transcript(vendor, payload) step between ingest and warehouse. Store raw JSON in S3/GCS (audit/reprocessing), but write only the normalized schema to the warehouse. Common fields: meeting_id, vendor, external_id, started_at, duration_s, participants[], transcript[{speaker, ts_ms, text}], summary_md, action_items[], recording_url. When adding a new vendor, all you touch is the normalizer.