Imagine if every sales call auto-recorded, summarized itself, and synced to your CRM, without lifting a finger. That’s what your AI note-taker does.

⚙️ How to Set It Up

1. Login to Jeeva
   Go to app.jeeva.ai and sign into your account.

2. Navigate to Integrations
   On the left menu, click on Left Navigation Bar → Integrations.

3. Connect Your Calendar
   Click on Google Calendar or Outlook Calendar and click on connect.

4. Activate AI Calendar
   Scroll down - Click - Save Configuration

🤖 What Happens Next?

🔹 Auto-joins every meeting

From the moment a meeting is scheduled, Jeeva will automatically join, no manual clicks or reminders.

🔹 Real-time transcription & tagging

It listens live, transcribes the conversation, and tags important moments like objections, questions, and decisions.

🔹 Instant meeting summaries

Once the meeting ends, Jeeva delivers a clean, concise summary of what happened, action items, decisions, objections, and more, right to your dashboard and synced to your CRM.

🔹 Smart follow-up email, auto-drafted for you

Based on the conversation, Jeeva will draft a ready-to-send follow-up email with personalized context, so you can keep the momentum going.

Note: To ensure the AI Note-Taker captures an accurate and complete transcript of your Zoom meeting, please make sure that Live Captions (turned off captions) are turned on before the meeting begins. Without live captions enabled, the AI Notetaker will not be able to transcribe the conversation in real-time.

Conclusion:
From discovery to follow-up, your AI note-taker keeps every conversation sharp, searchable, and sales-ready, so you can close faster and forget nothing. 🚀📋