FinanceAdvisors & Client-Facing

Google Meet Recap to CRM

Built for Financial Advisors.

Take the Google Meet transcript, write a structured summary to the CRM, and open the right follow-up tasks, reducing post-meeting data entry for financial advisors.

Why this matters

The manual work this replaces

Advisors finish a Google Meet call and have to spend 20 minutes summarizing what was decided and creating follow-up tasks in the CRM by hand.

What Caddi does

How the automation runs

  1. Google Meet
  2. Salesforce
  3. HubSpot

This process logs a Google Meet conversation to the CRM. It collects the Meet transcript, identifies the contacts from the attendees in Salesforce or HubSpot, writes a structured summary of decisions and action items to the contact, opens the matching follow-up tasks with owners and due dates, and emails the advisor a confirmation of what was logged.

Value created

What changes after Caddi

Captures every Google Meet call in the CRM with a structured note and follow-ups the same day, without the advisor doing the data entry.

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See it on your stack

Want Google Meet Recap to CRM automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.