Most tools stop at scheduling. Avoma sends automated meeting reminders, captures the agenda, records the call, and syncs notes to your CRM — all without your rep switching tabs.





Action items aren't recorded

No clear task prioritization

Manual work slows momentum between meetings

Follow-up emails are missed or feel generic

No visibility into task follow-through

Tasks, context, and updates live in silos
Avoma's automation engine lets you create trigger-based rules that push action items to the right tool based on meeting type, participant domain, or keyword. Sales call ends? HubSpot task created. Customer success review wraps up? Action items posted to the CS Slack channel. No admin overhead.
Avoma links every action item back to the person who committed to it in the call. No ambiguity. No "I thought you were doing that." Teams that use Avoma get a single source of truth for post-meeting accountability — across sales calls, customer success reviews, and internal syncs.
When a meeting ends, Avoma pushes takeaways, decisions, and action items directly to the right Slack channel or Microsoft Teams — no manual posting, no chasing updates. Everyone stays aligned, even if they missed the call.
Avoma's Instant Notes deliver structured meeting summaries — including key points, action items, and next steps — the moment your call ends. No waiting an hour for notes to process. No losing the thread before you can send a recap.
Once action items are captured in Avoma, you can push them directly to HubSpot, ClickUp, or your CRM with one click. No copy-pasting. No tab-switching. Avoma also creates HubSpot tasks automatically from meeting action items — set it up once and it runs in the background.
The moment your meeting ends, Avoma's AI scans the transcript for action verbs and commitments, extracting every action item without you lifting a finger. You get a clean, structured list with speaker attribution and full transcript context — ready to review, assign, or push to your tools.
Avoma's sales call recording tool turns meeting recordings into a coaching system. AI scorecards evaluate calls against your methodology and surface the lowest-scored conversations.
Avoma links recordings, transcripts, and AI notes to the right deal, contact, and opportunity automatically. AI fills methodology fields like MEDDIC, BANT, and SPICED.
Avoma's meeting summarization tool breaks recordings into AI-generated chapters organized by topic. Click into the pricing discussion, the objection, or the action items and play from there.
Avoma generates AI meeting notes within 2 minutes of your call ending. Notes follow custom templates per meeting type, with objections, next steps, and competitor mentions auto-categorized and synced to your CRM.
Avoma's real-time transcription software transcribes calls live with timestamped text. Speaker identification software tags each participant so you know who said what.
Avoma connects to your calendar and automatically records meetings based on your rules. Internal 1:1s stay private. External calls get recorded with participant consent.
Avoma connects to Salesforce and HubSpot so CRM-triggered meeting reminders fire from real calendar events. Delivery, confirmation, and reschedule actions log against the contact record — giving RevOps full visibility with zero manual input.

Avoma gives admins control over calendar reminder automation at the org level. Set the cadence once. Every rep on the team runs the same process — no individual configuration, no gaps.

Group demos fail because one person didn't get reminded. Avoma's attendee reminder automation sends individual reminders to every confirmed participant — prospects, customers, and internal team members alike.
Prospects who can't attend rarely say so. They just don't show. Avoma puts a reminder with reschedule link in every email. One click, new time booked, calendar updated. No chasing.
Avoma sends automated meeting reminders at timed intervals before every call. Whether the meeting was booked an hour out or two weeks ahead, Avoma handles outreach so reps stay focused on the conversation.
When someone books through your Avoma scheduling link, the reminder sequence starts automatically. No per-meeting setup — Avoma reads the calendar event and queues reminders for every attendee.
At your pre-set intervals, Avoma delivers pre-meeting reminder emails to every participant — with meeting details, a join link, and a one-click reschedule or cancel option.
One click to reschedule. Calendar updates. Confirmation and RSVP tracking logs to the CRM. You skip the empty slot, recover the meeting, and keep the deal moving.




