Spiky AI notetaker deep dive: real-time coaching, custom playbooks, and HubSpot CRM sync
Автор: Arrows
Загружено: 2025-08-03
Просмотров: 170
Описание:
Spiky AI was built to give revenue teams live coaching, real-time deal insights, and structured CRM updates from every customer conversation. What started as a smart meeting assistant has evolved into a real-time enablement and automation platform for sales, success, and onboarding teams.
Learn how Spiky delivers in-call coaching, syncs structured playbook answers to HubSpot, automates follow-ups with customizable prompts, and helps teams stay on top of what matters most during and after the meeting.
In this founder deep dive, CEO and co-founder Burak Aksar walks through:
→ Getting real-time nudges based on what’s being discussed live
→ Creating fully custom note formats using prompt-based agents
→ Mapping playbook answers directly to HubSpot deal fields
→ Surfacing next meeting intent, pricing interest, and buyer signals
→ Auto-generating battle cards from your existing enablement content
→ Sharing notes, transcripts, and summaries directly in Slack
→ Customizing CRM sync settings by team or user
→ Using templates to guide onboarding, investor calls, and sales meetings
→ Tracking talk ratios, questions asked, and engagement live during the call
🔗 Try Spiky for free: https://www.spiky.ai
This video is part of the Top AI Notetakers for HubSpot series.
📘 Read the full Spiky deep dive: http://www.arrows.to/guide/top-ai-not...
📊 Compare 22+ AI notetakers side by side: https://arrows.to/guide/top-ai-noteta...
📺 Watch more AI notetaker demos: • Плейлист
🎯 Want to use your AI meeting notes to close more deals?
Arrows takes your synced notes in HubSpot and turns them into a personalized page for every prospect.
👉 Explore Arrows Sales Rooms: https://arrows.to/product/sales-rooms
⏰ Timestamps
0:00 Intro
0:28 What Spiky AI does and who it’s for
1:37 Calendar and CRM setup
2:15 Dashboard and tagging workflows
3:00 Meeting summary and clip interface
4:10 Custom note formatting with Spike Agents
6:20 Example Slack summaries and follow-ups
7:36 Organizational vs personal agents
9:05 HubSpot sync settings and transcript logging
11:00 CRM field mapping with custom playbooks
13:50 Updating fields across multiple meetings
16:10 Battle cards and enablement suggestions
18:20 Templates for onboarding and investor calls
20:00 Live signal tracking like pricing or next meeting
21:30 Real-time coaching metrics and call insights
22:00 Compliance and what’s launching next
#spikyai #hubspot #ainotetaker #meetingnotes #aiforsales #revops #customersuccess #salescoaching
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