The meeting-to-follow-up workflow that no other tool completes end-to-end. Recap, action items, email draft, Gmail send, Salesforce sync — one tool, zero manual steps.
Recaps Generate Instantly
When your meeting ends, Mixmax AI processes the transcript and generates a summary with key discussion points, decisions made, and action items — organized and ready to review in seconds.
Follow-Ups Draft Automatically
Mixmax takes the recap and action items and drafts a follow-up email with next steps, open questions, and commitments from the call. You review, edit if needed, and send from Gmail.
Pipeline Stays Accurate
Meeting summary, action items, and follow-up status sync to the correct Salesforce opportunity record. Your manager sees what happened without asking you to log it.
From transcript to recap to follow-up email to CRM — the full post-meeting workflow runs automatically inside Gmail.
1 / 4 Recaps Generate Instantly
When your meeting ends, Mixmax AI processes the transcript and generates a summary with key discussion points, decisions made, and action items — organized and ready to review in seconds.
- AI summary from transcript
- Key decisions captured
- Action items extracted
2 / 4 Follow-Ups Draft Automatically
Mixmax takes the recap and action items and drafts a follow-up email with next steps, open questions, and commitments from the call. You review, edit if needed, and send from Gmail.
- Email drafted from recap
- Action items included
- Sends from your Gmail
3 / 4 Pipeline Stays Accurate
Meeting summary, action items, and follow-up status sync to the correct Salesforce opportunity record. Your manager sees what happened without asking you to log it.
- Notes sync to Salesforce
- Correct record matched
- Follow-up status tracked
4 / 4 Workflows Trigger Automatically
Based on meeting outcomes, Mixmax can enroll prospects in follow-up sequences, create tasks for next steps, or flag deals that need attention — triggered by the recap, not by you remembering.
- Sequence enrollment triggered
- Tasks created from action items
- Next steps don’t slip
Frequently asked questions
Does Mixmax record my meetings?
No. Mixmax does not do call recording or real-time transcription. It takes transcripts as input — from your existing recording tool — and adds AI intelligence on top: summaries, action items, follow-up drafts, and CRM sync.
How does the follow-up email get generated?
Mixmax AI reads the meeting transcript and recap, extracts action items and next steps, and drafts a follow-up email that references specific discussion points. You review it in Gmail and send when ready.
Does the follow-up send from my Gmail?
Yes. The follow-up email sends from your actual Gmail account, not a third-party address. Prospects see your name and reply directly to your inbox.
What CRM does Mixmax sync to?
Mixmax syncs bidirectionally with Salesforce. Meeting notes, action items, and follow-up status flow to the correct opportunity record automatically. No copy-paste required.
Can I edit the recap or follow-up before it sends?
Yes. Both the recap summary and the follow-up email draft are editable. AI generates the first draft; you have full control before anything sends or syncs.
What does Mixmax cost?
Meeting Copilot starts at $29/month per user. The full Suite with all three Copilots — Inbox, Meeting, and Engagement — is $89/month per user. There’s also a free plan for basic email features.
Automate meeting recaps and follow-up emails
See how Mixmax automates the full post-meeting workflow: recap, action items, follow-up email, and CRM sync — all from inside Gmail.
