iOS & Web
Meeting Listener
Record a sales call or meeting and let Askforce propose the Salesforce actions to take — log a call, create follow-up tasks, update deal stage. Review, select, and apply in one tap.
Overview
The Meetings tab transcribes your conversations in real time and proposes Salesforce actions based on what was discussed. Available on both iOS and web.
| Platform | Live recording | Paste transcript |
|---|---|---|
| iOS | ✅ All browsers | ✅ |
| Web — Chrome / Edge | ✅ | ✅ |
| Web — Safari | — | ✅ |
You choose which actions to apply, then push them to Salesforce in a single tap. A formatted meeting notes file is automatically attached to the linked Salesforce record.
Recording a meeting
Start recording
Tap the red microphone button to start recording. The button turns red and the transcript appears in real time as you speak.
Stop recording
Tap the microphone button again to stop. If you haven't linked a Salesforce record yet, Askforce will ask whether you want to link one before analyzing. You can:
- Link Record — search and select an Opportunity, Account, Contact, or Lead
- Analyze Without Record — proceed immediately without linking
Analysis starts automatically after you close the record search sheet — no extra tap needed.
Linking a Salesforce record
Linking a record associates the meeting with a specific Salesforce record. This means:
- Tasks and activities created from the meeting are linked via
WhatId - The formatted meeting notes file is attached directly to that record
- Askforce uses the record name and context when analyzing the transcript
You can link a record before you start recording (tap the link icon at the top) or when you stop — whichever is more convenient.
Search supports: Opportunities, Accounts, Contacts, Leads.
Reviewing proposed actions
After analysis, Askforce displays:
- A 2–3 sentence summary of what was discussed
- A list of proposed Salesforce actions, each as a checkbox
All actions are pre-selected. Use the checkboxes to deselect any you don't want to apply. Select All and Select None controls are at the top.
Types of proposed actions
| Action type | Example |
|---|---|
| Log a call | Create a completed Task with call details |
| Create a follow-up task | Task with due date and description |
| Schedule a meeting | Event with date, time, and participants |
| Update a record | Change opportunity stage, amount, or notes |
Applying to Salesforce
Tap Apply to Salesforce to execute the selected actions. Each action shows an individual success or failure result:
- ✅ Done — action applied successfully
- 📎 Attached — meeting notes file attached to the record
- ❌ Failed — action could not be applied (reason shown)
- ⏭ Skipped — action was skipped (e.g. missing required record ID)
Once applied, the checkboxes lock — you cannot re-apply the same set of actions accidentally.
Meeting notes attachment
If a Salesforce record is linked, Askforce automatically creates a formatted .txt file containing:
- Date and linked record name
- Meeting summary
- List of actions logged to Salesforce
- Full transcript
This file is attached directly to the linked record as a Salesforce ContentVersion (Files), visible under the record's Files related list.
Permissions
The Meeting Listener requires two iOS permissions, which are requested on first use:
| Permission | Purpose |
|---|---|
| Microphone | Capture audio during recording |
| Speech Recognition | Convert your speech to text in real time |