Paste a demo transcript. Get the recap email, mutual action plan, champion summary, and open-questions log — written the way a great SE would write them.
14-day trial, up to 5 calls — works with transcripts from Zoom, Gong, Fireflies, Fathom, or any recorder. No meeting bot required.
Built by a sales engineer, for sales engineers and AEs4 artifacts from one transcript~3 minutes to your first send-ready recapDeal memory that carries open items forward
Four documents you'd otherwise write tonight
Real output from a real (fictional) demo call — not feature icons. Every artifact is editable, copyable, and shareable as a link.
Recap email
Subject: Northwind × Cattrell — recap and next steps
Priya, Marcus, Jordan — thanks for the time today. Your priority was clear: catch pipeline failures before a dashboard breaks, not after.
Lineage view traced a simulated upstream failure to six downstream dashboards automatically
Snowflake metadata monitoring needs no code changes on your side
Alerts route to Slack/PagerDuty with severity rules
Commitments: Sam → dbt Core answer, SDK docs, ownership detail by Thu. Alex → SOC 2 report today, quote by Thu.
Next step: pilot kickoff on your 5–6 noisiest pipelines — does Tue 10am work?
Mutual action plan
Path to a pilot decision
Milestone
Owner
Date
Status
SOC 2 Type II report under NDA
Alex (Cattrell)
Jun 9
Done
Formal Growth-tier quote
Alex (Cattrell)
Jun 11
Open
dbt Core support confirmation
Sam (Cattrell)
Jun 11
Open
Security team review call
Marcus (Northwind)
Jun 16 (proposed)
Needs owner
Pilot on 5–6 pipelines, 2–3 weeks
Priya (Northwind)
Jun 23 (proposed)
Open
Champion summary — written in your buyer's voice
Cattrell evaluation: where we are
The problem we're solving. Each of our four data engineers loses 4–6 hours a week chasing pipeline failures we only discover when a dashboard looks wrong.
What we saw. Automatic lineage from an upstream break to every affected dashboard, with alerts that page the right owner.
Open questions. dbt Core support and auto-owner inference need confirmation before we commit.
Recommended next step. A 2–3 week pilot on our noisiest pipelines, pending security review and pricing.
Open technical questions
Follow-ups you owe — unanswered first
Question
Asked by
Answered?
Does the dbt integration support dbt Core (self-hosted), not just dbt Cloud?
Jordan
No — Sam owes answer
How reliable is auto-owner inference against our setup?
Marcus
Needs confirmation
Exact Growth-tier price for ~40 pipelines
Marcus
Quote pending
Is Snowflake metadata monitoring native?
Jordan
Yes
How it works
Three steps, in order. The third is the one nobody else does.
1
Tell it what you sell
One-time setup: your product, your buyer, your tone. This is why the output sounds like you instead of generic AI.
2
Drop in the call
Paste a transcript or upload the recording from any tool. Speaker-labeled transcription is handled for you.
3
Send, and let the deal remember
Edit, copy, or share each artifact. Open questions and commitments carry forward into the next call on the same deal.
Deal memory, not just call notes
Notetakers summarize what happened. PostDemo tracks what still has to happen — across every call in the deal — and writes the next recap knowing it.
