AI Notetaker
Every SDR call summary is persisted to the contact timeline as a structured activity. Sentiment, next steps, and key topics are extracted automatically.
Updated April 27, 20261 min read
The AI Notetaker runs on every completed SDR call. After the call ends, the post-call webhook fires; we summarize the transcript with Sonnet and write a structured activity row to the CRM.
What gets extracted
- Summary — 2-3 sentence recap.
- Sentiment — positive / neutral / negative.
- Next steps — bulleted list of follow-up actions the AI agreed to or you should take.
- Key topics — tagged subjects discussed.
- Outcome — booked, callback, not_interested, voicemail, no_answer.
All of this lands as a single activity_type=call row on the contact''s timeline with the structured data in channel_metadata.
FUEL
The Notetaker uses Sonnet for the summary; cost is metered as ai_post_call_brief. Typical run: 1-2 FUEL units per call, depending on transcript length.
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