Prepare, review, and follow up on meetings with AI Meeting Assistant

Every sales opportunity counts. HubSpot's new AI Meeting Assistant gives you a single place to manage meetings with prospects - providing pre-meeting insights to help you prepare, post-meeting summaries to share with attendees, and AI-generated Guided Actions to keep deals moving forward.

Sales success depends on making the most of every conversation. HubSpot supports you throughout the entire meeting lifecycle so you feel prepared going into conversations and know exactly what steps to take during follow-up, increasing your chances of closing deals.

How does it work?

New meeting record:

The meeting record centralizes all your meeting details, account insights, and follow-up materials in one place, eliminating the need to switch between tools.

Guided Actions show reps what to focus on next:

After the meeting, you receive AI-powered Guided Actions based on the meeting transcript.

These guided actions help you prioritize your follow-up activities:

• Send meeting summaries to attendees, ensuring all parties are aligned on key discussions and takeaways
• Click the follow-up link to easily navigate to email, call, or sequence options
• Create tasks or immediately execute on action items extracted from the conversation

To access the new meeting record in HubSpot, either:

• Navigate to the Sales Workspace and click on a meeting from the summary tab
• Click on a meeting prep guided action from the Sales Workspace's summary tab
• Navigate to the Sales Workspace > Schedule tab and select a meeting record to view
• Click on a "view record" button on a meeting activity card in the CRM timeline

The new meeting record contains two tabs:

• Info & Insights: Your pre-meeting hub for attendee statuses, meeting details, and conversation insights.
  • Meeting details card for managing description, attendees, and timing. Insights include:
    • Internal notes: Private information visible only to HubSpot users with permissions
    • Prospecting agent updates: View previous prospect interactions with your Prospecting Agent
    • Talking points: Potential pain points with recommendations based on industry data and previous engagements
    • Web page visits: Recent prospect activity to understand their interests
    • Recent activity: Five most recent participant engagements to keep you informed
• Recording & Transcript: Your complete conversation record
  • Next steps: Follow-up items and recommended actions based on the conversation
    • Follow-up guided action: Navigate to email, call, or sequence options to keep opportunities moving
    • Create task guided actions: Act immediately or create future tasks based on conversation points
  • Meeting summary: a detailed AI-generated summary of your conversation, including specific topics that were discussed
  • Watch the recording
  • View the transcript of the conversation

Update Calling Remote

The calling remote is a fast and easy way for users to make calls any where in the CRM. With this update, users can now take notes, set call outcomes and call types directly in the remote.

How does it work?

When receiving an inbound call, or making an outbound call with the remote users will have the option to take notes, and set values for call outcomes/types.