Your CRM doesn’t need longer notes. It needs the right fields in five minutes.
Here’s how I’d do it without burning trust:

• Pick one meeting type (Discovery, Demo, Standup) and the must-have fields.
• Hit record and state consent up front; log attendees.
• Get a clean transcript with speaker labels.
• Pull facts into cards: Problem, Value, Next Step, Owner, Date.
• Send a tight recap email right after the call.
• Map each field to CRM picklists; block saves if Owner/Date are missing.
• Keep a human check for low confidence, sensitive info, or missing “receipts” (timestamps/slide links).
• Track coverage % and minutes saved; fix what’s slow or noisy.

Register for Brainy Bot’s AI in Business conference on Nov 20th, featuring Dr. Eric Zuley —link to save your seat is in the comments.
If one field were always 100% accurate, which would you pick?

He was doing everything “right.”

Running ads. Hiring staff. Selling.

But the business still felt stuck.
Leads slipped through the cracks.
Customer service was drowning.
Ops wasted hours on repetitive tasks.
Finance dragged out month-end forever.

He worked harder.
He hired more.
Nothing changed.

Because the problem wasn’t effort.
It wasn’t his people.
It was bottlenecks.

The choke points in his business that slowed everything down.

Then he did one thing differently:
He stopped throwing bodies at the problem.
And started using AI to kill the bottlenecks.

Follow-ups went out instantly.
Support tickets got triaged before a human touched them.
Ops processes ran on autopilot.
Finance closed the books in days, not weeks.

The business moved faster.
Margins expanded.
Stress dropped.

Not because AI is magic.
But because it kills bottlenecks.

Most business owners never fix them.
They just live with the pain.
Or they try AI without training, and end up part of the 95% of projects that fail.

But the ones who learn how to use it—
the ones who know where to point it—
become the 5% that win.

The question isn’t if you have bottlenecks.
It’s whether you’re going to kill them.

If you want clarity on where to start, join us at the AI in Business Conference on November 20.

To learn to do it yourself, the AI Business Sprint (8 weeks to install your top workflows) is for you.

If you want proof, buy the AI Prototype (one workflow, built live in your stack).