AI-Driven In-Person Meeting Notetaker: A Game Changer for Sales Reps

What is it?

The In-Person AI Meeting Notetaker brings the power of HubSpot AI to face-to-face sales conversations. Mobile reps can now capture real-time voice transcriptions through the HubSpot mobile app to automatically generate post-meeting summaries and email them to all participants. To alleviate privacy concerns, meeting captures are automatically deleted once summarization is complete. No more manual admin after an in-person meeting.

Why does it matter?

For field reps, in-person meetings are the norm, and while these interactions are critical to building pipeline and closing deals, they often lack the digital paper trail that online meetings provide. Reps struggle with capturing notes and managing follow-up tasks, especially when meetings are informal or spontaneous. This feature bridges that gap, enabling reps to focus on the conversation while HubSpot AI handles the heavy admin lifting post-meeting.

How does it work?

To enable capturing in-person meeting audios, enable the following settings in the HubSpot desktop portal:

• Settings > Calling > Call Setup > Call Configurations
  • ‘Call recording’
  • ‘Transcription and analysis’
• Settings > AI
  • ‘Give users access to generative AI tools and features’
  • ‘CRM Data’
  • ‘Customer conversation data

Once enabled, representatives can initiate voice capture (with consent) from the mobile app. AI processes the content to create summaries. Once the summary is created, users can either email it to all participants or copy it. No recordings are stored, only the transcription summary remains, which helps reduce privacy concerns. Entry points include scheduled meeting pages and calendar items flagged as in-person meetings without online links, as well as created Log Activity Meetings. Users will also be able to see these in-person AI summaries from HubSpot’s desktop version. Upon completion, an AI-generated meeting summary notification will be sent to reps, allowing them to click directly on the summary.

The In-Person AI Meeting Notetaker leverages Google Speech-to-Text functionality for the transcription. By participating in this Beta, you acknowledge and agree that Google LLC will process recording data.

Who gets it?

This feature is in private beta for Sales Hub Professional and Enterprise seated users on iOS only.

Make sure your mobile app is updated to the latest version to access this new feature.