--- title: "AI meeting assistant: briefs, notes and follow-ups | Floral" description: "Floral’s AI meeting assistant briefs you before each meeting and drafts the follow-up from your approved meeting notes. You approve every task and update." canonical: https://floral.so/how-we-help/meetings --- # AI meeting assistant: briefs, notes and follow-ups | Floral > Floral’s AI meeting assistant briefs you before each meeting and drafts the follow-up from your approved meeting notes. You approve every task and update. Source: https://floral.so/how-we-help/meetings How we help · Meetings # Keep every promise you make in a meeting Flora, your AI meeting assistant, prepares you before the meeting and follows through after it. You approve what goes ahead. Work emailTry now[Let's meet](https://floral.so/book-a-demo) ## Works with the tools you already use - ![](https://floral.so/img/integrations/google_calendar.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)Google Calendar - ![](https://floral.so/img/integrations/gmail.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)Gmail - ![](https://floral.so/img/integrations/pipedrive-mark.png)Pipedrive - ![](https://floral.so/img/integrations/webcrm.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)WebCRM - ![](https://floral.so/img/integrations/slack.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)Slack - ![](https://floral.so/img/integrations/teams.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)Microsoft Teams - ![](https://floral.so/img/integrations/chatgpt.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)ChatGPT - ![](https://floral.so/img/integrations/claude.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)Claude - ![](https://floral.so/img/integrations/copilot.svg?dpl=dpl_26V3zHMPFx1jnaGt5JG6iZCm8M6D)Copilot [See all connections →](https://floral.so/features/connections) [Before](#before)[During](#during)[After](#after)[Records](#records) ### Walk in already briefed Registry data, five years of accounts, recent news and your own history with the customer, ready before the meeting starts. ![Company details from the registry](https://floral.so/img/features/site/briefing-company.en.png) ![Five years of key figures](https://floral.so/img/features/site/briefing-figures.en.png) ![Questions for the meeting](https://floral.so/img/features/site/briefing-questions.en.png) ### The meeting records itself In the room with the mobile app, or online with the bot on Zoom, Teams and Meet. You keep eye contact and Floral keeps the details. ![Online meeting](https://floral.so/img/features/site/meeting-title.en.png) ![Meeting assistant scheduled](https://floral.so/img/features/site/meeting-detail.en.png) ![The meeting in brief and what was agreed](https://floral.so/img/features/site/summary-brief.en.png) ### The follow-up is drafted for you Once you approve the summary, Flora drafts the follow-up in your connected Gmail and proposes tasks with the owners and dates you agreed. She never sends anything. ![Flora’s follow-up drafted in Gmail and a proposed task, both waiting for approval](https://floral.so/img/features/site/flora-follow-up-draft.en.png) ### Customer records that keep up Approved summaries land in Pipedrive, WebCRM, Knack or Floral’s own CRM. Other changes to a record arrive as proposals you approve. ![The approved summary, synced to the CRM](https://floral.so/img/features/site/summary-crm.en.png) ![Flora proposes adding a new contact from the meeting, waiting for approval](https://floral.so/img/features/site/flora-crm-proposal.en.png) Preparing for a meeting ## A small example Getting ready for a new lead while you pour a coffee. ### Now 73 minutestypical manual prep, per meeting Averagepreparation quality SearchWhatever is public and easy to find GuessNobody knows who spoke to them before WriteTalking points, from scratch ### With Floral 2 minutesto read a brief already waiting Deep and sourcedpreparation quality Deep research across Your own historyPast meetingsCRM & documentsCompany registry & accountsNews & industry dataCustom sources Your own automations ## Set it up once, have it ready every day The rows above are a start. Describe any recurring job around your customers and Flora prepares it on time. - Every weekday at 7 Floral prepares A briefing for each external meeting that day. Your part Read it before you walk in. - When you approve a meeting Floral prepares A proposal to log the meeting and move the deal to the next stage. Your part Approve, edit or dismiss it. - Every weekday afternoon Floral prepares The meetings that still have no follow-up, with the agreed next step. Your part Send the follow-ups yourself. ![The routine form: a follow-up that runs when a meeting is approved](https://floral.so/img/features/site/routine-dialog-event.en.png) [See how an automation is set up →](https://floral.so/how-we-help/automation) Good to know ## Where Flora stops Flora prepares the work. Your team decides what happens with it. - ### Drafts, never sends Follow-ups are saved as drafts in Gmail. You send them. - ### From the approved summary Flora works from what you approved, not from the raw recording. - ### Your CRM can stay Pipedrive, WebCRM and Knack are supported. Ask us about others. - ### Internal meetings stay internal Mark a meeting internal and it never reaches the CRM or insights. Related features ## The features behind it [AI meeting briefingsRegistry data, accounts, news and your own history before every meeting.Learn more ](https://floral.so/features/ai-meeting-briefings)[AI meeting summariesStructured summaries with what was discussed, agreed and promised.Learn more ](https://floral.so/features/ai-meeting-summaries)[Proactive intelligenceProposed follow-ups after every approved summary, each with its evidence.Learn more ](https://floral.so/features/proactive-intelligence) Insights ## Read more [Insights →](https://floral.so/insights) - September 4, 2026 · 9 min read ### [What the Danish company registry tells you before a meeting, and how to read it in five minutes](https://floral.so/insights/company-registry-data-meeting-preparation) Every Danish company files its ownership, management, industry and accounts in the public CVR register. Most sellers and advisors never open it. Here is what is in there, the seven questions it answers before you walk in, and where it stops. - May 12, 2026 · 8 min read ### [Why your sales forecast is wrong: five CRM fields that lie to you](https://floral.so/insights/why-your-sales-forecast-is-wrong) Sales forecast accuracy rarely fails because reps lie. It fails because five CRM fields cannot hold the truth. Here is what each field hides, and how to check it. - March 17, 2026 · 9 min read ### [The B2B sales meeting preparation checklist (with a 15-minute version)](https://floral.so/insights/sales-meeting-preparation-checklist) A practical sales meeting preparation checklist for B2B reps: a 45-minute version for enterprise discovery and a 15-minute version for mid-cycle calls. Two ways to start ## Start with your next customer meeting On your own ### Try it yourself Sign up, connect your calendar and start with your next customer meeting. Work emailTry now 30 minutes · Online ### Let's meet Bring a job your team needs help with. We show you how Floral works with the information and tools it needs. [Book 30 minutes](https://floral.so/book-a-demo)[Email Jesper](https://floral.so/cdn-cgi/l/email-protection#204a4a60464c4f52414c0e534f)