Meetingflow

Meetingflow operates as a software-as-a-service (SaaS) platform providing AI-powered productivity tools specifically designed to optimize customer meeting workflows for collaborative teams, particularly those in enterprise sales. The company was founded in 2020 by Aaron Goldfeder and Yue Ning, emerging from the AI2 Incubator in Seattle. Goldfeder's experience as CEO of a previous customer-focused company, where he encountered frustrations with disorganized meeting preparation and follow-up, directly informed Meetingflow's creation. The platform was acquired by Augment in March 2024.

The core of Meetingflow's offering is a unified interface that centralizes various aspects of the meeting lifecycle to enhance preparation, engagement, and follow-up. The business primarily targets sales and customer success teams within small to large enterprises. Revenue is generated through a subscription-based model, with tiered pricing that includes a free version for individuals and small teams, as well as paid plans for larger teams requiring CRM integration and advanced features. The model distinguishes between 'Creator' and 'Admin' users, who are paid, and 'Collaborator' users, who can be free on certain tiers.

Meetingflow's product combines several functionalities into one workflow. An AI Note Taker transcribes calls, generates summaries, and identifies action items from meetings held on platforms like Zoom, Teams, and Google Meet. The platform features an AI Chat function that acts as a copilot, providing attendee bios, company news, and drafting follow-up emails or proposals. It facilitates collaborative meeting plans with customizable templates and automatically syncs with Google and Office 365 calendars. A key feature is its deep integration with CRMs such as Salesforce and HubSpot, allowing users to update deals, log calls, and manage pipelines directly from the Meetingflow interface, ensuring data hygiene and saving time on administrative tasks. The platform is SOC2 Type 2 certified and compliant with GDPR & CCPA, emphasizing data privacy and security.

Keywords: meeting optimization, sales productivity, AI meeting assistant, CRM integration, customer meeting workflow, sales enablement, meeting transcription, automated follow-up, collaborative meeting plans, revenue operations, sales intelligence, AI note taker, enterprise sales software, Salesforce integration, HubSpot integration, meeting preparation, action item tracking, sales pipeline management, customer success platform, meeting summaries