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After a meeting, Hazel helps you turn any conversation into a clear, actionable debrief. Hazel pulls the important takeaways from the conversation based on the Meeting Type that was selected, capturing the desired details you need from a call. You don’t have to replay the call or build a recap from scratch. In a few minutes, you can review everything in one place and finish the meeting with clarity for your team and your client.
If a Household/Contact is not assigned, we cannot sync notes and to the proper Household/Contact in your CRM. Click on the ‘+’ icon in the top right and manually associate a Household/Contact.Please review the ‘Setting yourself up for success’ section above.
Debriefmeeting
  1. Review and sync notes to the CRM – After each meeting, Hazel generates notes for you. Review these notes and sync them to your CRM to keep it up to date. These notes also power important features like the pre-meeting agenda and chat. Need to refine the output? You can switch the Meeting Type or edit the meeting notes prompt right from the notes view to regenerate the notes in the format and level of detail you want.
  2. Send meeting summary email to clients – Hazel creates a meeting summary email for you. Simply review it, make any adjustments if needed, and send it to your clients to provide them with a clear recap.
  3. Review and sync tasks to the CRM – Hazel generates relevant tasks based on the meeting discussion. Sync these tasks into your CRM so you can stay on top of the most important priorities moving forward.