tl;dv’s AI Sales agents for meetings help you turn sales conversations into extra pipeline with no effort, by using agentic workflows to automate recordings, getting rid of meeting busywork and generate invaluable insights.
An “agent” can vary in definition. Some see agents as fully autonomous systems handling complex tasks over time, while others view them as prescriptive systems following set workflows. For us, both fall under “agentic systems,” but with a key distinction: Workflows where predefined code orchestrates LLMs and tools. Agents, where LLMs dynamically manage their own processes and tool use.
tl;dv offers AI Agentic workflows built on modular AI building blocks that handle tasks like recording, transcription, summarization, and integrations. These workflows operate seamlessly to deliver specific outcomes, such as updating CRMs, extracting customer feedback, or summarizing multiple meetings.
Remove manual effort with AI automation.
Tailor workflows to your unique business needs.
Sync data directly with tools like HubSpot, Slack, Notion, and many more.
Control workflows to deliver consistent, actionable results.
tl;dv’s agentic sales workflows are built on core components like recording, transcription, filtering, summarization, and tool integrations. These building blocks can be mix-and-matched to provide the foundation for tailored AI meeting agents that can work autonomously.
Capture every word from reps and prospects in high-quality audio and video for accurate meeting insights.
Convert spoken conversations into text – made available for easy reference and analysis.
Identify and focus on the most relevant meetings and data points.
Meeting data insights are generated following predetermined meeting structures
Seamlessly sync meeting insights into CRMs like Hubspot, Salesforce, productivity tools, and more.
Automate recurring workflows to keep meeting insights consistent and up-to-date.
Build automations in minutes that save you hours of nonesense busywork tasks like updating the CRM.
From summarizing key insights to automating CRM updates, tl;dv’s AI meeting agents adapt to your workflows, turning sales conversations into actionable outcomes tailored to your teams’ needs.
Process and share meeting insights to specific fields in your CRM (Hubspot, Salesforce, Pipedrive, & more!).
Analyze sales calls to identify trends, objections, or successful techniques.
Extract and track assigned tasks and deadlines from meetings to ensure accountability.
Draft follow-ups based on meeting discussions.
Extract competitor insights from meetings to uncover trends and strategies.
Capture training sessions and generate summaries or highlights for future reference.
Provide new employees with summaries of key past meetings to get them up to speed.
Work smarter with your current team and with seamless AI integrations into the tools you already use.
95%
% Time savings from auto updating the CRM
80%
% Time saved from writing a follow up email after each meeting
3.5X
More sales using the same number of people
4.2k
Hours more productive Sales team
(for a team of 15 reps and 3 Sales managers)
Sign up today and pioneer meeting efficiency in your sales organization
Using AI in sales can transform your approach by enhancing efficiency, personalizing customer interactions, and providing actionable insights. Here’s how you can leverage AI for sales:
Lead Scoring and Prioritization
Personalized Customer Engagement
Chatbots and Virtual Assistants
Sales Forecasting and Predictive Analytics
Pricing Optimization
Automation of Routine Tasks
Customer Sentiment Analysis
By integrating these AI strategies, your sales process becomes more data-driven and efficient, ultimately leading to higher conversion rates, improved customer relationships, and increased revenue.
Using AI for sales prospecting streamlines the process of identifying, qualifying, and engaging potential customers. Here’s how you can leverage AI to enhance your prospecting efforts:
Automated Lead Identification and Generation
Predictive Lead Scoring
Data Enrichment and Segmentation
Intent Data Analysis
Personalized Outreach
Chatbots and Virtual Assistants
Continuous Learning and Optimization
By integrating these AI-driven techniques into your sales prospecting strategy, you can accelerate lead discovery, improve the quality of your leads, and ultimately drive higher conversion rates.
An AI meeting agent automates tasks like recording, transcription, summarization, and workflow integration for meetings. tl;dv’s AI meeting agents streamline these processes by capturing meeting insights and integrating them into tools like CRMs and project management platforms. This saves time, enhances productivity, and ensures nothing gets missed.
AI agents like those from tl;dv help improve meeting productivity by automating repetitive tasks, such as note-taking, summarizing discussions, and organizing follow-ups. With features like Multi-Meeting Summaries and seamless integrations into tools like Slack and HubSpot, tl;dv turns meetings into actionable insights, saving hours of manual work.
Agentic workflows are automated processes driven by AI agents to complete tasks with minimal human intervention. These workflows consist of modular components that perform specific functions, such as data collection, processing, filtering, and integration. They are designed to operate autonomously, executing predefined logic or customizable prompts to achieve precise outcomes. For example, an agentic workflow could summarize text, analyze data trends, or integrate information into other tools, offering a streamlined and scalable approach to complex tasks across industries.
tl;dv’s AI meeting agents offer:
tl;dv seamlessly connects with tools like HubSpot, Salesforce, Slack, and Notion. Meeting summaries, insights, and action items can be shared directly into these platforms, ensuring real-time updates without manual input. For example, sales teams can sync customer feedback from meetings straight into their CRM.
Yes, tl;dv’s Multi-Meeting Summary Agent can consolidate insights from multiple meetings into a single, concise report. This is perfect for tracking recurring themes, action items, or customer feedback across sales calls or team discussions.
tl;dv integrates with popular tools like Zoom, Google Meet, HubSpot, Salesforce, Slack, Notion, and more. These integrations allow you to sync meeting outcomes directly into CRMs, productivity apps, or communication channels, turning insights into actionable updates.
tl;dv prioritizes your data security with end-to-end encryption and strict privacy standards. Your meeting recordings and transcriptions are stored securely, and you have full control over who can access them.
Yes, tl;dv AI meeting agents can extract action items and tasks from meeting discussions and sync them into tools like Trello, Asana, or Slack. While follow-up emails are not yet fully automated, you can easily draft them using the agent’s insights.
tl;dv’s AI meeting agents are highly customizable with tailored prompts and logic for summarization, filtering, and sharing data. For example, you can set an agent to focus on customer pain points during sales calls or summarize action items for internal meetings.
Common use cases for tl;dv’s AI agents include:
tl;dv enhances collaboration by making meeting insights instantly shareable across tools like Slack, Notion, or CRMs. Team members can access summaries, tasks, and updates in real-time, ensuring alignment and reducing the need for redundant follow-ups.
Yes, tl;dv can automate recurring workflows with its scheduling feature. For example, you can set up an agent to create weekly summaries of all team meetings and share them directly to Slack or Notion.
tl;dv uses AI to transcribe spoken conversations into text and summarize them based on customizable prompts. This ensures summaries are tailored to specific needs, like highlighting customer feedback, action items, or team decisions.
Teams like sales, customer success, product development, and remote teams benefit most from AI meeting agents. For example, sales teams use tl;dv to log CRM updates, while product teams track customer feature requests from meeting discussions.
Yes, tl;dv works seamlessly with Zoom, Google Meet, Microsoft teams and other call and video conferencing platforms like Aircall or Hubspot. It captures recordings, transcribes discussions, and integrates meeting insights into your preferred tools for easy sharing and action.
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