I’m trying to clean up what happens between finishing a discovery call and updating the CRM. Right now I usually end up with half a page of shorthand, then spend another 15---20 mins turning it into something the rest of the team can follow.

workflow I’m trying to get to is:

1. Record and transcribe the call.

2. Pull out pain points, budget, timeline, decision makers, objections and next steps.

3. Check anything related to pricing, dates or customer commitments.

4. Put the cleaned up version into the CRM and use it for the follow-up email.

The third step is where I’m stuck. AI note taking can turn “maybe in Q4 if security approves it” into “planning a Q4 rollout,” which looks harmless in a summary but changes the meaning once someone sees it in the pipeline.

Any advice on making this less manual without letting bad notes into the CRM would be appreciated. Thanks.