Sales ops · Production

Affinity saves three months of developer work with Recall.ai for cross-platform meeting transcription

The problem

Affinity needed to analyze transcripts from video calls on Zoom, Microsoft Teams, and Google Meet for their CRM, but transcripts were only accessible if calls were manually recorded by customers who had recording permissions. Building in-house bots was projected to require multiple developers for three months of initial work plus ongoing maintenance.

Workflow diagram · grounded in source

Notetaker joins customer meeting

trigger

“Affinity Notetaker automatically joins our customer's meetings”

Recall.ai records and transcribes

integration

“Recall.ai would provide the recording and transcribing Affinity needed across their video meeting apps in a simple integration”

AI generates meeting summaries

ai_action

“The tool uses our extensive understanding of private capital firms and roles to generate concise, error-free summaries that zero in on what matters most to our customers”

Notes logged in CRM

output

“generates summarized meeting notes which are logged in the Affinity CRM”

Reported outcome

Recall.ai's unified API saved Affinity three months of developer work and enabled seamless cross-platform meeting transcription, powering Affinity Notetaker to automatically generate summarized meeting notes logged in the Affinity CRM.

Reported metrics

Developer work savedthree months

Meeting data access qualityseamless access to the meeting data

Reported stack

Recall.aiAffinity NotetakerAffinity CRMZoomMicrosoft TeamsGoogle Meet

Source

https://www.recall.ai/customers/affinity

Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Recall.ai's unified API saved Affinity three months of developer work and enabled seamless cross-platform meeting transcription, powering Affinity Notetaker to automatically generate summarized meeting notes logged in…

What tools did this team use?

Recall.ai, Affinity Notetaker, Affinity CRM, Zoom, Microsoft Teams, Google Meet.

What results were reported?

Developer work saved: three months; Meeting data access quality: seamless access to the meeting data (source-reported, not independently verified).

How is this sales ops AI workflow structured?

Notetaker joins customer meeting → Recall.ai records and transcribes → AI generates meeting summaries → Notes logged in CRM.