sales-note-taker

What this skill does

# 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

2. **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

3. **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)

4. **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 + 1K/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-pr