Ask your completed sales meetings what changed.
AI Search helps reps and managers find promises, risks, buying signals, owners, dates, and CRM gaps across completed LogicNotes meeting notes.
Search sits on top of recorded, summarized, and reviewed meeting context. Capture first, ask later.
Find the promise, risk, or next step without digging through notes.
AI Search is useful when the meeting happened last week, the CRM note is short, and the customer detail matters now.
Find tasks and commitments from completed meetings before the next customer touch.
Scan sales meeting summaries for buying signals, objections, timing, and urgency.
Prep for return visits with the last meeting's customer context close at hand.
Find notes or action items that still need approval before CRM sync or manager review.
Search starts after the meeting is complete.
LogicNotes first captures, structures, and reviews the meeting. AI Search sits on top of that finished context so answers are grounded in real sales conversations.
Capture and process the meeting
Record with consent or capture a recap through the normal LogicNotes meeting workflow.
Ask across completed context
Search summaries, transcripts, decisions, action items, and CRM handoff details after processing.
Act on the answer
Use the answer to prep a customer touch, check a commitment, or clean up the handoff.
AI Search is the recall layer, not the recording layer.
Search is scattered.
Reps jump between inboxes, personal notes, voice recordings, and CRM fields to reconstruct what happened.
The meeting is structured.
Summaries, tasks, owners, dates, and transcripts become part of completed LogicNotes context.
The team can ask the history.
Reps and managers ask targeted questions across completed meeting records and follow-up context.
AI Search questions.
What is AI Search for meeting notes?
AI Search lets users ask questions across completed LogicNotes meetings, including meeting summaries, transcripts, action items, and follow-up context.
Does AI Search work during a live meeting?
AI Search is designed for completed meeting notes. First capture and process the meeting, then ask questions across the finished meeting context.
What can sales reps ask AI Search?
Reps can ask what was promised, which prospects mentioned budget, who needs follow-up, which meetings discussed a product issue, or which CRM updates still need review.
How is AI Search different from a generic chat tool?
AI Search is grounded in completed LogicNotes meeting records, so it is built around sales conversations, action items, summaries, and CRM handoff rather than open-ended generic chat.