Never miss a detail from your consulting sessions
Summary AI is the perfect ally for independent consultants.
Capture key insights, action items, and next steps effortlessly, so you can focus on driving client success by delivering more strategy, and less documentation.
3,000+ sales teams use Summary AI to record client’s meetings on Teams, Zoom & Google Meet.
Delight your customers & keep the perfect notes in your CRM with our AI-Powered note-taking app.
- Without Summary AI
- You missing important things while taking manual notes.
- You forget about key action points right after the meeting.
- You can’t sent an instant summary to the Account Executive or your lead.
- With Summary AI
- Put all your attention to meeting while Summary AI takes notes for you.
- Get a clean summary right after the meeting, with clear notes and action points.
- Send a fast report to your manager and paste the meeting notes to your CRM in 1 click.
How get the most out of your
consulting meetings with Summary AI
Step 1
Invite the AI Meeting Agent to your consulting meetings
Make sure the AI Meeting Agent is present in each of your consulting meetings. Sync it with your Google or Outlook calendars so it’s automatically joining every event.
Step 2
Keep track of every detail mentioned in every session
Step 3
Ask any questions
to AI Chat about
your meeting notes
You have more questions? We’ve got you! Head to the AI Chat on your summary and ask any question related to the recording.
More Features
Sales
Customer Success
Record meetings from current customers and keep track of selling opportunities, churn request or product updates.
Media & Podcasting
Easily create Reels or YouTube Shorts, repurpose content into blog posts or newsletters and increases reach across channels.
Education
Save time on reading dense academic materials, quickly compare multiple sources, write literature reviews or prepare for your exams.
Personal
Record personal conversations, summarize your favorite YouTube videos or generate action points for your side hustle.
Integrations
Summary AI syncs with the main professional tools used by 90% of sales professionals worldwide.
User testimonials
Rated 4.9 out of 5 from +16,000 reviews
“As a consultant, I used to spend hours after meetings organizing notes and writing follow-up reports. Now, Summary AI automatically records, transcribes, and summarizes every conversation, highlighting key insights and action items instantly. It’s helped me stay more focused in meetings and deliver value to clients faster.”
David Kim, Business Strategy Consultant
Summary AI Learning Hub
Expert advice, tips & how to guides about transcriptions, summaries and productivity. Get the most out of our summaries.
Summary AI for Consulting FAQs
How can Summary AI help Customer Success teams manage client meetings?
Can Summary AI improve customer retention and renewal rates?
Summary AI captures your audio, transcribes it into text, and then generates a succinct summary, all of which can be customized according to your needs.
Is Summary AI secure for recording customer calls and meetings?
Summary AI captures your audio, transcribes it into text, and then generates a succinct summary, all of which can be customized according to your needs.
How does Summary AI integrate with CRMs and support tools?
Summary AI captures your audio, transcribes it into text, and then generates a succinct summary, all of which can be customized according to your needs.
Can Summary AI be used for team training and performance tracking?
Summary AI captures your audio, transcribes it into text, and then generates a succinct summary, all of which can be customized according to your needs.
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