How does ActionNotes capture notes at a conference?

You can capture notes via text, voice recording, or photo. Just open the app or send a WhatsApp message — AI processes everything in real time, extracting key entities, action items, and topics.

What happens when I scan a business card?

Point your camera at any business card. AI extracts the name, email, phone, company, title, and LinkedIn profile, then auto-creates a contact with full meeting context attached.

Can I use ActionNotes without installing an app?

Yes! ActionNotes works via WhatsApp — just send a text, voice note, or photo to your ActionNotes number. You can also use the web app on any device.

What does the AI report include?

Each report includes an executive summary, prioritized action items, contact highlights with relationship scores, key topics discussed, and sentiment analysis — generated in one click.

Absolutely. All data is encrypted in transit and at rest. Your conference notes and contacts are private to you. We never share or sell your data.

How does team collaboration work?

Create a team, invite members with role-based permissions (Owner, Admin, Member), and share conference sessions. ActionNotes merges contacts captured by different team members into a de-duplicated directory, provides an aggregated activity feed, and gives admins an analytics dashboard showing member contributions and contact coverage.

Can I integrate ActionNotes with my CRM?

Yes. Team plans include native CRM sync with Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics 365, Pipedrive, Marketo, Pardot (Account Engagement), and Outreach.io — plus Zapier and custom webhooks for everything else. You bring your own connected app (your OAuth credentials live in encrypted Secret Manager, never in our code), and we push new contacts, notes, and action items into your pipeline with HMAC-SHA256 signed payloads.

Blog

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