Here is how to set up Laxis to automate your meeting notes and CRM updates end to end.

Step-by-Step Guide

1. Install Laxis and connect to your calendar

Install the Laxis assistant and connect it to your calendar and meeting platform. From here on it can automatically join scheduled calls, ready to capture the conversation.

2. Connect your CRM

Link Laxis to your CRM (such as a standard sales CRM). Connecting Laxis is what lets it turn meeting insights into structured records and updates automatically after each call.

3. Let it capture the conversation

During a call, Laxis records and transcribes. You stay focused on the customer while Laxis tracks who said what, the decisions reached, and the commitments made.

4. Review the AI summary and action items

After the meeting, open Laxis’s summary. It distills key topics, decisions, and action items you can quickly copy into follow-ups or task lists – check it for accuracy and clean up anything unclear.

5. Push updates to the CRM automatically

Confirm or trigger the CRM update so the call’s insights, next steps, and owner are recorded on the right opportunity or account. Automated sync keeps records fresh without manual typing after every call.

Laxis removes the administrative drag that follows every sales conversation. With automatic capture, clear summaries, and CRM integration, reps keep accurate records while spending their energy on the relationship. See the complete setup guidance on the Laxis tool page.

Start by enabling Laxis for your most important discovery calls, review a few summaries to calibrate trust, and then roll it out across your whole team to standardize clean, complete CRM data.