After a call with a client, Heyday summarizes your Zoom recording to pull out key takeaways, action items, and suggested follow-up questions for you.

This meeting recap is at the heart of your relationship with your clients. You can be more present during your meeting and save time afterwards by relying on Heyday’s call notes. Over time, we analyze key themes that come up to help you connect the dots and keep your clients on track.

We’ve designed the meeting recap flow to be completed in less than 5 minutes. Our tailored AI summarizes the key points of the call within your relationship, and you can edit and add your own notes before sharing with your client.

You should receive a recap email within 30 minutes of your call completing.

It will look like this!

When you click the green ‘Review’ button, you’re taken through a short review workflow.

When you finish reviewing Heyday’s notes and adding your own, you can click ‘Preview & Share’ to send to your client directly.

Then click ‘Send’, and you and your client will receive an email in moments.

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last updated: February 26, 2024