If we can validate CRM mapping before July, procurement is comfortable moving forward on the 120-seat rollout.
00:14:22From conversation to action, without manual note-taking
Upload a transcript or connect Zoom, Meet, or Teams. Synoraq identifies the meeting type and generates summary, actions, decisions, follow-up, and CRM-ready notes — all staged for human review before anything leaves the workspace.
Input → processing → structured outputs
One workspace shows the raw transcript, live extraction, and review-ready deliverables side by side.
Transcript
Discovery callLegal still needs retention controls documented — that is our blocker this week before we can sign off on the pilot.
00:18:04We can run a sandbox sync on standard opportunity fields by next Wednesday and review custom object mapping separately.
00:22:41Our governance object has twelve custom fields — I need to see the mapping template before I can approve the sync path.
00:26:18AI extraction
Processing- Speakers Jordan Lee, Ava Chen, Marcus Ortiz, Dana Ortiz
- Topics CRM sync, legal review, pilot timeline, SSO readiness
- Decisions Phased CRM sync before full rollout
- Risks Legal packet deadline · custom object mapping · competing vendor
- Next steps SOC 2 packet · mapping workshop · pilot plan draft
- Objections Engineering overhead on data sync · retention policy clarity
Structured outputs
Awaiting reviewMeeting summary
Northwind targets Q3 rollout pending legal and CRM validation. Budget approved for 2026 if pilot hits 85% activation.
Action items
6 tasks assigned · 3 high priority · 1 blocked on schema share
Follow-up email
Draft ready for Ava + procurement team — professional tone
CRM note
Stage: technical validation · blocker: legal review · expansion signal: analytics add-on
Human-ready before it leaves the workspace
Every output passes through review gates — nothing syncs or sends until your team approves.
Approve once, route everywhere
Reviewers validate source quotes, edit drafts, and approve outputs for export to CRM, email, or project tools.
- Grounded in transcript with timestamp links
- Role-aware sections for exec, rep, and CS handoff
- Approval routing by workspace policy
6 sections · last edited by Jordan Lee
4 tasks exported to Asana
HubSpot sync queued after approval
Grounded in transcript
Every output line links to source quotes and timestamps so reviewers can verify in seconds.
Role-aware output
Exec summary, rep actions, and CS handoff are separated into distinct review sections.
Approval first
Nothing is auto-sent or auto-posted. Human confirmation is required at every outbound step.
Example workspace reflects a May 2026 US B2B SaaS sales cycle with Northwind Health — legal and CRM dependencies included.
Run your first conversation workflow
Start with a real call transcript and generate review-ready outputs in one workspace.