Meeting Intelligence

Every meeting. Transcribed.
Acted on. Automatically.

Palatai joins your meetings, captures everything, and turns conversations into action — follow-up tasks created, CRM updated, emails drafted, CEO briefed. Before you've closed your laptop.

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The Problem

Meetings end. Action items disappear.

Your meeting ends. You have 12 action items in your head. By the time you get to your desk, you remember 4. By tomorrow, 2. The other 10 become broken promises — the follow-up that never happened, the proposal that never went out, the introduction that was supposed to happen “this week.”

Meeting notes tools transcribe. They don't act. You still have to read the transcript, extract the tasks, update your CRM, draft the follow-ups, and brief your team. That takes longer than the meeting itself. And if you're in back-to-back meetings? It never gets done at all.

How It Works

From conversation to execution in four steps.

Not a transcript you have to read. A closed loop that turns every meeting into completed work.

01
Join

Palatai joins your meeting

A bot named “Palatai Notetaker” joins your Google Meet or Zoom call. All participants can see it. Mic and camera off — it captures audio only. You control which meetings it attends: all of them, just external ones, or specific calendar events you choose.

02
Transcribe

AI transcribes with speaker identification

Deepgram Nova-3 processes the recording with full speaker diarization — you get a searchable transcript that shows who said what. Not a wall of text. A structured conversation you can reference months later.

03
Analyze

Claude extracts what matters

AI reads the full transcript and produces: a concise summary, every action item with assignee and deadline, key decisions made, discussion topics, and overall sentiment. Not just a transcript — a complete meeting analysis ready to act on.

04
Execute

Actions happen automatically

Tasks appear on your board — assigned to the right department, tagged with the right priority. CRM contact records update with meeting notes and next steps. Follow-up emails are drafted and placed in your approval queue — nothing sends without your review. Your morning CEO briefing now includes what happened in yesterday's meetings.

Pre-Meeting Intelligence

Walk into every meeting prepared. Without preparing.

15 minutes before your meeting, Stacey — your AI executive assistant — prepares a brief. She looks up every attendee in your CRM, pulls their contact history, checks for open deals, recent activity, and previous meeting notes.

The brief appears as a task on your board. One glance tells you who you're meeting, what you last discussed, and what's on the table. No more scrambling through your CRM five minutes before a call.

This isn't a feature you configure. It happens automatically for every meeting with external attendees, as long as meeting intelligence is enabled.

Pre-Meeting Brief
MeetingQ2 Planning Call with Acme Corp
AttendeesSarah Chen (CEO), Marcus Wu (VP Sales)
Last ContactMarch 14 — proposal review call (45 min)
Open DealsEnterprise plan — $36k/yr — Negotiation stage
NotesAsked about SSO support and data residency. Follow up on security whitepaper.
After the Meeting

The meeting is just the beginning.

Transcription tools stop at the transcript. Palatai keeps going — turning every conversation into visible, tracked, actionable work.

01

Morning Briefing

Your AI CEO briefing includes meeting outcomes — decisions made, action items assigned, and anything that needs your attention.

02

Mission Control

Recent meetings appear in your Mission Control dashboard with action item counts. One click to see the full analysis.

03

Searchable History

Search across all your meeting transcripts. “What did we discuss about pricing last month?” — the answer is one search away, not buried in someone's notes.

04

Approval Gates

Follow-up emails draft automatically but go through approval gates. Nothing sends without your review. You stay in control of every external communication.

Pricing

Included in every plan. No per-meeting fees.

Meeting intelligence is included in every Palatai plan. No per-meeting charges. No per-minute billing. No seat-based pricing for “premium” transcription features.

The Pilot ($497 one-time) gives you 30 days of full access — including unlimited meeting transcription. The Professional plan ($1,497/month) includes everything with no caps.

Compare that to tools that only transcribe — tools that give you a document and leave you to do the rest yourself.

Fireflies.ai — $19/user/moTranscribes only
Otter.ai — $17/user/moTranscribes only
Fathom — $19/user/moTranscribes + summaries
Palatai — includedTranscribes + executes follow-through
FAQ

Common questions about meeting intelligence.

Palatai joins your meeting as a visible participant named “Palatai Notetaker” and captures audio for transcription. All participants can see that the meeting is being recorded. Auto-transcription is opt-in and off by default — you choose which meetings to transcribe.
Palatai currently supports Google Meet and Zoom. For Zoom, Palatai can also process cloud recordings automatically via webhook integration. Microsoft Teams support is on the roadmap.
Yes. Meeting intelligence — including transcription, AI analysis, automatic task creation, CRM updates, and follow-up email drafting — is included in every Palatai plan at no additional cost. There are no per-meeting fees or per-minute charges.
Raw audio files are automatically deleted within 24 hours after successful transcription. Only the text transcript, speaker labels, and AI analysis are stored long-term. Transcripts are stored per-organization with full data isolation.
Get Started

Stop losing action items.
Start your pilot.

Every meeting transcribed, analyzed, and acted on — automatically. See it working in your business within 24 hours.

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