AI Notetaker for Service Businesses
Stop taking notes during calls. Let AI do that for you.
Wonderly's AI notetaker joins your meetings automatically, records the call, transcribes everything, and saves it all to the lead or customer record in your CRM.
Free forever. No credit card. Set up in minutes.
The problem
You're on 10+ calls a week.
What are you forgetting?
You're trying to listen, take notes, and run the conversation at the same time. It’s easy to forget or misplace important information.
Distracted
“Sorry, what did you say?”
You're taking notes and running the conversation at the same time. You miss things. Your clients notice.
Forgotten details
"What was their budget again?"
No recording. No transcript. No detailed notes. Important details from every call just disappear.
Wasted time
20 minutes for every call
After a call, you type notes, update your records, and re-watch recordings. And you might need to do this 10 times a week.
The Wonderly difference
Every call captured. Every detail saved. Zero notes taken — by you.
Recording, transcript, summary, and action items — saved to the client record automatically. You focus on the conversation. Wonderly handles the rest.
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Up to 20 minutes saved per call
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Zero lost or forgotten info
Free forever. No credit card. Set up in minutes.
The AI notetaker features that save your time
Free forever. No credit card. Set up in minutes.
Recordings, transcripts, summaries
You get the full recording, a searchable transcript, an AI-generated summary, and detailed notes. Need to find what someone said about their budget? Just search for it.
Turn action items into tasks.
Wonderly listens to your conversation and identifies action items automatically. Turn them into tasks in your project management with one click. Nothing gets forgotten.
No copying. No switching tools
Everything — recording, transcript, summary, notes, action items — is saved to the client record automatically. Pull up any client and see every call you've ever had with them.
Your whole team has context
No more "what did we talk about?"
Anyone on your team can pull up a client record and see every call — what was discussed, what was agreed to, and what needs to happen next.
How it works
Here's how Wonderly handles note taking automatically with AI
Step One
A meeting is booked through Wonderly or added to your Google or Zoom calendar. Wonderly's AI notetaker is automatically attached.
Step Two
When the meeting starts, Wonderly requests to join automatically. You don't need to invite it or turn anything on.
Step Three
The call is recorded and transcribed in real time. Wonderly generates a summary and identifies action items.
Step Four
Review the action items Wonderly identified and turn them into tasks with one click.
Step Five
When the call ends, the recording, transcript, summary, and action items are saved to the client record in your CRM automatically.
Wonderly also includes:
14+ products that replace up to $51,906/year in software.
Run every part of your business on Wonderly. Get 67% more customers.
Sales
Client Work
Communications
Frequently asked questions
How does the AI notetaker work?
(And more great questions)
Wonderly automatically joins your Google Meet or Zoom calls, records the conversation, transcribes it, and generates a summary with action items. Everything gets saved to the client record in your CRM.
The AI notetaker is included with Wonderly AI, which is $395/month. It's part of a suite of AI tools that automate your sales process, follow-up, project creation, and more. It pays for itself if it helps you close one more customer each month.
Wonderly's AI notetaker works with Google Meet and Zoom.
The recording, transcript, summary, and action items all get saved to the client record in your CRM automatically. Pull up any client and see every call you've had with them.
Yes. The AI notetaker joins the call as a visible participant, so everyone knows the meeting is being recorded. This keeps you compliant with recording consent laws.
Yes. Every transcript is fully searchable. Need to find what a client said about their budget three months ago? Just search for it.
Otter and Fireflies save transcripts in a separate app. You have to go find them and manually connect the dots to your client. Wonderly saves everything directly to the client record in your CRM. Pull up a client and see every call, transcript, and action item in one place.
You can turn off the AI notetaker for any call or not allow it to join your call room. It's not automatic unless you want it to be.
Take note taking off your plate. Get detailed notes every time.
Never again forget what a customer told you.
Free forever. No credit card. Set up in minutes.