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Automated note-taking
Stay in the conversation.
Aria takes the notes.
Reps should not have to choose between a great conversation and capturing it. Aria joins the meeting, transcribes it and turns it into structured notes and CRM updates, and the rep approves what gets saved.
✓ Notes in minutes, not hours
✓ Reps approve before the CRM
Discovery call, Acme
AI notes
5 of 7 sections
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Company context
Series B, 120 reps. Rohan (VP Sales) and Nisha (RevOps). Salesforce and Zoom.
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Pain points
Forecast missed two quarters running. New reps take five months to ramp.
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Objections
Resolved
Price above the current tool. Answered with ROI from the pilot.
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Product discussion
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Competitive mentions
Pricing signals
Writing
Q1 budget if ROI holds,
Action items
CRM update drafted
Approve and save
Trusted by revenue teams at 100+ companies worldwide.
Automated note-taking in Proshort joins the rep's sales meetings, transcribes them with speaker names, and turns each call into structured notes and a drafted CRM update that the rep approves before anything is saved.
The problem
Two jobs on every call.
Run it, and write it down.
Reps should not have to choose between a great conversation and capturing it. Today most of them try to do both, and both suffer.
01
Typing while listening
While the buyer talks, the rep is capturing objections, noting next steps and planning what to log later.
02
Details blur by the end
Objections get summarized too loosely, and important buying signals never make it into the notes.
03
The CRM waits
Updates get pushed to the end of the day or skipped, so the data gets messier with every call.
Aria vs a recorder
Notes that help the rep,
not a transcript for an audit.
Recorders like Gong store hours of audio so a manager can review it later. Aria turns the same call into structured notes the rep owns.
With a recorder
Hours of audio and a transcript for someone to search later.
17:42
Rohan: Honestly the price is above what we pay for our current tool, so...
18:31
Rohan: If it fits a Q1 budget, finance can probably move this quarter.
With Aria
The seven things a rep needs, written up and ready to approve.
Objections
Price above the current tool. Answered with pilot ROI. Resolved.
Pricing signals
Q1 budget if the ROI holds. Finance can move this quarter.
Product discussion
Asked about Teams support. IT to confirm.
✓
Written live, privately for the rep
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The buyer sees a normal meeting
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Nothing reaches the CRM until the rep approves
After every call
A structured breakdown,
not a raw transcript.
Every note is timestamped and searchable, so nothing depends on memory.
01
Company context
Stakeholders mentioned, roles, tech stack and how the team is organized.
02
Pain points
The specific challenges discussed and how they affect the buyer’s business.
03
Objections
What was raised, how it was handled and whether it was resolved.
04
Product discussion
Features covered, reactions, use cases and feedback.
05
Competitive mentions
Competitors the buyer brought up and how they were positioned.
06
Pricing signals
Budget constraints, negotiation cues and what is driving the deal.
07
Action items
Clear commitments with owners and timelines.
Then
CRM update, drafted
The fields that changed are filled in for the rep to check and approve.
✓
Speaker identification
✓
Multi-language transcription
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Timestamped and searchable
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Summaries of the moments that matter
How it works
Within minutes of the call,
everything is captured.
No extra effort from the rep and no new tool for the buyer. The rep reads the notes and approves the update, so nothing is logged that they did not read.
01
Joins the meeting
From the rep’s calendar, on the calls they choose.
02
Records and transcribes
With speaker names, in the language of the call.
03
Extracts what matters
Objections, signals, pricing cues and commitments.
04
Organizes the notes
Into the seven sections, ready within minutes.
05
Syncs to the CRM
Only after the rep reviews and approves it.
During the call, Aria also helps the rep privately, surfacing the right answer when the buyer asks something new.
SJ
Shivam Juneja
GTM, Bluekaktus
Questions about automated note-taking
What do Proshort's AI meeting notes cover?
Proshort organizes every call into seven sections: company context and stakeholders, pain points, objections and whether they were resolved, product discussion, competitive mentions, budget and negotiation cues, and action items with owners and timelines. Each note is timestamped and searchable, and the notes are ready within minutes of the call.
Does Proshort transcribe sales calls in languages other than English?
Yes. Proshort offers multi-language transcription, transcribing each call in the language it is held in, with speaker identification, and building the notes from that transcript. LeadSquared, a Proshort customer, gets transcripts and summaries in 111 languages across its sales calls.
Do AI meeting notes go into Salesforce or HubSpot automatically?
Only after the rep approves them. Proshort drafts the CRM update from the call, filling in the fields that changed, and the rep checks and approves it before it syncs to Salesforce, HubSpot or Microsoft Dynamics 365. Nothing is logged that the rep has not read.
Does Proshort's note-taker join every meeting on my calendar?
No. Proshort joins from the rep's calendar on the calls the rep chooses, on Zoom, Google Meet or Microsoft Teams. The buyer sees a normal meeting with the standard recording notice, and during the call Aria can also help the rep privately when the buyer asks something new.
Book a demo
Bring one recorded call.
Watch the notes write themselves.
Thirty minutes, one of your real calls. You will see the structured notes, the CRM update and the follow-up Aria drafts from it.
Proshort
Live demo with Aria
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30 min
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Google Meet, link in the invite
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Aria joins, so you see the help live
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Any timezone
