Meeting Intelligence
Captures and extracts revenue signals from sales calls, customer meetings, partner briefings, and executive reviews. Converts meeting transcripts (live or recorded) into structured signal data that feeds the ERI platform.
What It Captures
| Signal Type |
Example |
| Competitive mentions |
Prospect names a competitor unprompted |
| Budget signals |
"We have budget this quarter" / "freeze until Q3" |
| Executive sponsor activity |
CRO joined the call unexpectedly |
| Objection patterns |
Legal concern raised in second meeting |
| Partner co-sell indicators |
SI mentioned as influencer on the deal |
| Sentiment shifts |
Tone change between early and late calls |
Integration Points
- Voice Transcription Pipeline — Converts audio to text before signal extraction
- Airtable — Meeting signal records stored and governed here
- ERI Platform — Signals surfaced in OppIntelligence Dashboard
- CRM (Salesforce) — Signal-adjusted scores pushed back to opportunity records
Meeting Sources
| Source |
Status |
| Sembly (AI transcription) |
Active — used for meeting capture today |
| Granola (silent capture) |
Active — background transcription |
| Zoom recordings |
Planned — direct API integration |
| Google Meet recordings |
Planned |
Current State (2026-04-23)
- Airtable integration in progress (Epic: Meeting Intelligence Airtable Integration)
- Synthetic Meeting Transcript Generator being built for training data and demos
- Signal capture pipeline: 3 records in demo data (target 40+)
- Epic: Meeting Intelligence Signal Capture (11507545498)
- Epic: Meeting Intelligence Airtable Integration (11562326932)