// Integration

Sentie +
Zoom

Sentie connects to your Zoom account and deploys AI agents that extract maximum value from every meeting, from automated note-taking and action item tracking to CRM updates, coaching insights, and conversation intelligence that helps your team perform better.

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Official Integration

Sentie + Zoom

Zoom Connects You. Sentie Captures What Matters.

Zoom has become the default meeting platform for remote and hybrid teams. Millions of meetings happen on Zoom every day, and most of the valuable information discussed in those meetings evaporates the moment the call ends. Notes are incomplete or never taken. Action items are agreed upon verbally but not documented. Key decisions are made but not recorded. Commitments are forgotten by the next morning.

This is not a Zoom problem. It is a fundamental challenge of real-time conversation. People are either engaged in the discussion or they are taking notes. They cannot do both effectively. And the person taking notes inevitably misses nuance, context, and the specific phrasing that captures what someone actually meant rather than what the note-taker interpreted.

Zoom's built-in AI companion provides basic summaries and action items, but these are generated from a single meeting in isolation. They do not connect meeting discussions to your CRM data, project management tools, or previous conversations. They do not distinguish between a casual mention and a genuine commitment. They do not trigger downstream workflows based on meeting outcomes.

Sentie deploys AI agents that bridge this gap. They process meeting recordings and transcripts with full context: who the attendees are, what their history with your company looks like, what was discussed in previous meetings, and what commitments were made. The result is meeting intelligence that is accurate, actionable, and connected to your existing workflows.

Meeting Summaries and Intelligent Note-Taking

Generic meeting summaries list what was said. Useful meeting summaries capture what matters. The difference is context. When a prospect says they need to 'check with their team,' that could mean genuine interest that requires follow-up or a polite deflection. Understanding which one it is requires knowing the prospect's engagement history, deal stage, and behavioral patterns.

Sentie's note-taking agents generate context-aware meeting summaries that distinguish between what was discussed and what is significant. They identify key decisions made during the meeting and flag any that conflict with previous positions or commitments. They capture commitments with specific attribution, so you know exactly who promised to deliver what by when. They note objections, concerns, and questions that signal where the conversation needs to go next.

The summaries are structured for quick consumption. An executive summary at the top covers the meeting's primary outcome in two to three sentences. Below that, sections cover decisions made, action items assigned, open questions, and notable moments. The format is consistent across all meetings, making it easy to scan and locate specific information.

For recurring meetings like weekly team standups or monthly client reviews, the agents provide continuity by referencing previous meeting summaries. They track which action items from last time were completed and which remain open. They note when a topic has been discussed repeatedly without resolution, flagging it as needing a different approach.

Summaries are delivered within minutes of the meeting ending, distributed to attendees via their preferred channel: email, Slack, or directly attached to the calendar event. Non-attendees who were mentioned or assigned action items receive relevant excerpts rather than the full summary.

Action Item Extraction and Accountability Tracking

The most common failure mode for meetings is clear in the moment but forgotten afterward. Participants leave the call knowing what they agreed to do, but without documentation, those commitments fade. By the next meeting, half the action items are incomplete because they were never properly tracked.

Sentie's action item agents solve this by extracting every commitment from the meeting transcript and turning it into tracked work. They distinguish between firm commitments, tentative suggestions, and casual mentions. When someone says 'I will send the revised proposal by Friday,' the agent creates an action item with the assignee, description, and deadline. When someone says 'we should probably look into that at some point,' the agent categorizes it as a suggestion rather than a commitment.

Extracted action items are routed to your project management tool: Asana, ClickUp, Trello, Monday, or wherever your team tracks work. They are assigned to the correct person, placed in the appropriate project, and given the deadline that was discussed. If no explicit deadline was mentioned, the agent assigns a default based on the item's urgency and your team's typical turnaround patterns.

The agents track action item completion across meetings. Before a follow-up meeting with the same participants, the agent generates a status report showing which items from the previous meeting are done, which are in progress, and which have not been started. This accountability layer transforms meetings from repeated discussions about the same topics into genuine progress checkpoints.

For client-facing meetings, the agents separate internal action items from client-facing commitments. Internal items are tracked in your project management tool. Client commitments are included in the follow-up email and tracked separately with appropriate visibility controls.

CRM Integration and Sales Intelligence

For sales and customer success teams, Zoom meetings are the richest source of customer intelligence available. Every call contains signals about deal health, competitive dynamics, buyer sentiment, and expansion opportunities. But this intelligence is locked in recordings that nobody has time to review and transcripts that are too long to read.

Sentie's sales intelligence agents extract and structure this information automatically. After every customer or prospect meeting, the agent identifies key buying signals, competitive mentions, budget discussions, timeline indicators, and stakeholder dynamics. This intelligence is logged to the relevant CRM record with proper attribution, so your deal history reflects what actually happened in conversations rather than what a sales rep remembered to write down.

The agents update deal stages and CRM fields based on meeting content. When a prospect confirms they are moving to procurement review, the deal stage advances automatically. When a new stakeholder joins the conversation, a contact record is created and associated with the deal. When competitive pricing is mentioned, the agent flags it on the opportunity record for your sales leadership.

For customer success teams, the agents track health signals across all account meetings. They monitor changes in tone, engagement level, and the nature of requests over time. An account that transitions from asking about new features to asking about data export procedures may be signaling churn risk, and the agent flags these pattern shifts for proactive intervention.

The cumulative effect is a CRM that reflects the reality of your customer relationships rather than the subset of information that people have time to log manually. This data accuracy improves forecasting, account planning, and the handoffs between sales, onboarding, and customer success that often lose critical context.

Conversation Analytics and Team Coaching

Every meeting is a performance data point, but most teams never analyze their meetings systematically. How much of each call does the sales rep speak versus the prospect? How quickly are customer objections addressed? Which discovery questions generate the most informative responses? These patterns are invisible without analytics applied across hundreds of conversations.

Sentie's coaching agents analyze meeting recordings to surface patterns that help teams improve. For sales teams, they track talk-to-listen ratios, question frequency, objection handling effectiveness, and competitive mention patterns across the entire team. They identify which reps are most effective at specific conversation stages and what techniques differentiate top performers from the rest.

The agents generate individual coaching reports for each team member. These reports are constructive and specific, highlighting moments in recent meetings that demonstrate strong technique alongside moments where a different approach might have yielded better results. The recommendations are grounded in data from comparable meetings within your organization, not generic sales training advice.

For managers, the agents provide team-level conversation analytics. They track trends in meeting effectiveness over time, identify whether recent training or process changes are showing up in actual conversations, and flag team members who might benefit from additional support in specific areas. This visibility enables targeted coaching rather than broad-brush training that may not address individual needs.

The analytics extend beyond sales to any team that meets regularly with external parties. Customer success teams can track how their QBR structure affects renewal rates. Professional services teams can analyze how project kickoff meetings correlate with delivery satisfaction. Support escalation teams can identify conversation patterns that resolve issues most efficiently.

All analytics respect privacy settings and can be configured to appropriate levels for your organization. Individual recording access, aggregated-only reporting, and opt-out options ensure your team is comfortable with how meeting data is used.

What You Can Automate

Generate Meeting Summaries

Context-aware summaries delivered minutes after each meeting. Structured format covering decisions, action items, open questions, and notable moments with continuity across recurring meetings.

Extract and Track Action Items

Every commitment captured from meeting transcripts and routed to your project management tool with proper assignee, deadline, and project context. Completion tracked across meetings.

Update CRM from Meetings

Buying signals, competitive intelligence, and deal progression automatically logged to CRM records. Deal stages updated based on conversation outcomes and stakeholder dynamics.

Deliver Coaching Insights

Individual and team-level conversation analytics covering talk ratios, objection handling, question effectiveness, and technique patterns. Specific, data-grounded improvement recommendations.

Send Follow-Up Communications

Personalized post-meeting emails with discussion summaries, shared resources, and confirmed next steps. Sent from the meeting host's account within your configured timeframe.

Monitor Customer Health Signals

Track changes in customer tone, engagement, and request patterns across meetings over time. Flag accounts showing early indicators of churn risk or expansion opportunity.

Frequently Asked Questions

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