Call transcription automation, every call, captured
A managed AI agent that transcribes and logs every call — capturing what was said, summarizing it, extracting the action items, and filing it to the right record — so nothing said on the phone is ever lost again.
What was said on the call?
The phone is where deals, decisions, and commitments happen — and almost none of it gets recorded. Notes are scribbled or skipped, follow-ups are forgotten, and there's no record when a 'he said, she said' comes up.
- Call notes scribbled by hand, or not taken at all.
- Action items and commitments forgotten after the call.
- No searchable record of what was discussed or promised.
- Calls never logged against the right customer or matter.
As a Sales / Revenue Leader, I need to capture every call's notes and next steps automatically.
As a Operations Manager, I need to have a searchable record of what was discussed.
As a Compliance / Records Owner, I need to keep an accurate record of calls and commitments.
What the agent does
We map your call workflows and where records should land, then build an agent that transcribes, summarizes, and files every call — co-managed so the record stays clean.
- 01
Capture the call
The agent records and transcribes calls accurately, with speakers identified.
- 02
Summarize it
It produces a concise summary of what was discussed and decided.
- 03
Extract action items
Commitments and next steps are pulled out and assigned to the right owner.
- 04
File to the record
The transcript, summary, and tasks are logged against the right customer or matter.
- 05
Flag what matters
Risks, complaints, or promises that need attention are surfaced to a person.
Wires into
- Your phone / meeting system
- Your CRM
- Task & project tools
- Document storage
What it does
- Accurate transcription
- Summarization
- Action-item extraction
- Auto-filing & logging
What's included
- Call workflow mapping
- Transcription + summary build
- CRM/task wiring
- Exception monitoring & break/fix
We build intake and record automation for client-heavy firms. A verified win:
Our billable hour leakage was killing us. Attorneys were spending 20 minutes after every call trying to reconstruct what happened and write it down. ThunderStaff connected our calendar, email, and phone logs to auto-generate time entries with matter codes and narratives. The attorneys just review and approve. We recovered 14 billable hours per attorney per month — that is over $50,000 in annual revenue we were literally giving away. Month-end closes in two days now instead of two weeks.
Untracked calls cost follow-ups, deals, and disputes. An agent that captures, summarizes, and files every call recovers the note-taking time and gives you a searchable, reliable record of what was actually said.
Run the numbers in the ROI calculatorRelated automations
Questions, answered
What does it capture from a call?
An accurate transcript, a concise summary, and the action items and commitments — all filed to the right customer or matter in your systems.
Does it work with our phone and meeting tools?
Yes. It connects to your phone and meeting systems and logs results into your CRM, task tools, and document storage.
Can it flag important moments?
Yes. It surfaces risks, complaints, and promises that need a person's attention, so nothing important is buried in a transcript.
How fast can it go live?
Most builds go from process mapping to a live agent in days, starting with a free Process Blueprint.
Capture every word that matters
Start with a free Process Blueprint: we map your call workflow and scope an agent to transcribe and log it — no commitment.