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UpdateAI
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UpdateAI

UpdateAI is an AI-driven platform that transforms customer meeting notes into actionable insights, streamlining the process of capturing, analyzing, and sharing customer data. Designed specifically for B2B SaaS companies, UpdateAI utilizes state-of-the-art generative AI to automatically generate meeting notes, identify churn risks, surface upsell opportunities, and create comprehensive account and portfolio insights, ensuring that no critical signal is missed during customer conversations.


Website: https://www.update.ai

Key Features

AI-powered meeting note generation and summarization
Automatic extraction of actionable customer insights
Integration with Zoom, MS Teams, Google Meet and major CRMs
Smart Recaps™ and meeting cheat sheets
Cross-functional collaboration tools for Sales, Customer Success, and Product teams

Use Cases

Meeting Prep & Follow-Up: Automatically generate, archive, and share meeting notes to streamline preparation and follow-up actions, saving hours per week.
Churn Risk Detection: Detect emerging churn signals from unstructured call data, enabling proactive intervention to reduce customer churn.
Account & Portfolio Insights: Aggregate customer conversation data to build a historical knowledge base and identify trends for revenue growth and upsell opportunities.
CRM and Tool Integration: Seamlessly integrate with existing CRMs and communication tools to consolidate customer data into a single source of truth.
Sales Framework Support: Utilize AI-driven insights aligned with sales frameworks like MEDDICC to support decision-making and facilitate bi-directional knowledge transfer.

Benefits

Reduces manual note-taking and busywork
Saves up to 5 hours per week per user
Enhances meeting effectiveness and follow-up
Improves customer retention by early detection of risks
Facilitates better decision-making through cross-functional insights
Drives revenue growth by uncovering upsell and expansion opportunities

Metrics

Time Saved: Saves up to 5 hours per week per user

Pricing Plans

Notetaker Pro - $39/month per user
  • Unlimited Meeting Recaps with AI Insights
  • Advanced AI workflows
  • Detects Risks, Commercial Opportunities, Product Feedback, Advocacy, Key Decisions, and Customer Questions
  • Individual and Team Workspaces
  • Custom Notetaking Frameworks
  • Meeting Prep Cheatsheets
  • Public/Private Recap Sharing
  • Compatible with Zoom, MS Teams, Google Meet, and WebEx
  • Favorites Folders (for Clips and Full Recaps)
  • Prioritized chatbot and email support response time
  • SSO / SCIM integration
  • Available Add-Ons
Customer Intelligence - Starts at $105/month per user
  • Minimum 5 users
  • Rates decrease as volume increases
  • Everything in Notetaker Pro plus additional insights
  • Customer Hubs with account level insights and reporting
  • Ability to upload recordings
  • Voice-of-Customer Topic Discovery and Topic Tracking
  • Context enhancement for increased AI precision
  • Integrations with Salesforce, HubSpot, Slack, Zapier, Clari, Gong, and Gainsight
  • Dedicated Customer Success Manager with Slack Connect channel
  • Access to Security Portal and SOC2 report
  • Bulk Import / Ingestion of Past Call Recordings
  • Available Add-Ons

Testimonials

UpdateAI has proven to be very accurate when it comes to summarizing meetings. It works on top of the individual transcripts, eliminating the need for a bot to join the call.

Federico D.

The Smart Recaps™ are game-changing. I used to struggle to be truly present on calls while taking notes, but UpdateAI handles it all seamlessly.

Jenny C.

UpdateAI does all the work for us when engaging with customers, allowing us to remain engaged while it takes reliable notes in the background.

Kristi F.

They literally save me hours of follow-up time after back-to-back meetings, breaking down notes into clear sections so I can focus on the conversation.

Stijn S.

Diverse Programmers Recommendation

UpdateAI is a valuable tool for companies seeking to automate meeting notes and customer insights using AI. Its integration capabilities and intelligent data aggregation enhance decision-making and revenue growth. Diverse Programmers can provide advisory services, assist with integrations, and develop custom solutions to maximize your platform’s potential.

Ease of Use

Setup Time: Less than 1 hour

Onboarding: Step-by-step guided tutorials available via Help Center

User Experience: Intuitive interface with minimal learning curve

Security & Compliance

Data Encryption: Standard industry encryption practices

Privacy Policy

Support Options

Live Chat: No

Email Support: Yes

Community Forum: No

Documentation

Contact Diverse Programmers today to learn more or request a custom integration.
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6 Different Reasons We Should Partner

  • 1Expert in Automation and Streamlining Operations
  • 2Proven Track Record of Success
  • 3Customized Solutions for Your Needs
  • 4Dedicated to Enhancing Efficiency Across Departments
  • 5Trusted by Leading Organizations
  • 6Personable and Client-Focused Approach
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