Create TLDR summaries for sales notes fields
Generate concise, strategic summaries from longer meeting notes and add them to dedicated sales notes fields in your CRM. Instead of reviewing full meeting histories to understand relationship status and strategy, this feature creates 4-sentence summaries that capture high-level strategy, current relationship status, next steps, and key value propositions. The TLDR summaries provide quick context for email drafting and relationship management without having to dig through detailed meeting records.