CantoNotes
All use cases

Use cases · Sales meetings

Client call ends. Follow-up list is ready.

Discovery calls, pricing meetings, renewals — the client’s budget, terms, and next steps are clear when you hang up. Ask AI to draft the follow-up email.

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In the product — Client call ends. Follow-up list is ready.

When the meeting ends

  1. 01

    Price, discount, and payment terms captured in the notes

  2. 02

    Follow-up emails drafted from the meeting

  3. 03

    Search by meaning for “trial period” or “contract length”

In the product

01

Budget, terms, next steps — not from memory

The client says “budget opens next quarter” or “we need a three-month trial” — labeled by speaker the moment the call ends. No guessing. No replaying the recording.

  • Price, discount, and payment terms captured in the notes
  • Who said what — client vs you — labeled automatically
  • One project per client so the pipeline stays clean
In the product: Budget, terms, next steps — not from memory
02

Follow-up email drafted in two minutes

After the call, ask AI: “Draft a follow-up from this meeting listing the demo date we promised.” The answer is grounded — you can open the source.

  • Follow-up emails drafted from the meeting
  • Client concerns and your commitments listed
  • Citations open in one click for a quick check
In the product: Follow-up email drafted in two minutes
03

What price did we discuss last month?

New AE taking over? Ask “what discount did this client discuss?” or search by meaning — old calls’ quotes and decisions are still there.

  • Search by meaning for “trial period” or “contract length”
  • Covers titles, notes, and transcripts
  • Only client meetings you’re allowed to see
In the product: What price did we discuss last month?

Other use cases

No more replaying calls for follow-ups.

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