Features › Meeting outputs

Meeting outputs

From the call straight to a finished document: record, email and questionnaire

What used to take you an hour of writing is done in seconds. Straight from the meeting, ZAPSIO prepares the meeting record, the client email, an investment questionnaire or a report for your manager. Just review and send.

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Create output · Jana Nováková, mortgage

Meeting record

Meeting record, J. Nováková

Requirements and goals · filled in
Recommendation and reason · filled in
Completeness check · all good

Email to the client

Meeting summary and next steps, ready to send.

Investment questionnaire

Investor profile filled in from the conversation, as a separate section of the PDF.

A record that would take you an hour is ready in seconds

After the meeting, ZAPSIO fills in the meeting record on its own: the client’s requirements and goals, needs, the recommendation and the reason for it, exactly as discussed. You just review it and download it as a PDF.

Details straight from the conversation
Structured around an advisor’s obligations
Done before you start the car

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Email, questionnaire and client signature

You need more than just the record. ZAPSIO also prepares the client email, an investment questionnaire filled in from the conversation or a report for your manager. The client signs the record with a finger on their phone and the signature goes straight into the PDF.

Several output types from a single meeting
Client signature right on the phone
Or define your own template

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Edit everything before you send it

No output is set in stone. You fine-tune every document right in the app, add something, rephrase it, and only then copy it, download it as a PDF or send it by email.

Fully editable before sending
Copy, PDF or email
You have the final say

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How it works

Meeting outputs in three steps

The meeting happens

Upload the call or let ZAPSIO record it live, and the transcript and summary are ready.

Choose the output type

Meeting record, client email, investment questionnaire, report or your own template.

Edit and send

Fine-tune the document and download it as a PDF, copy it or send it by email.

What else you get out of your meeting

Online meetings In-person meetings in a room Existing recording

From every one of them you get:

Full meeting transcript
AI summary + key points
Tasks with deadlines and priority
Smart chapters
Meeting mood
Effectiveness score + tips
Speaking coach
Promises and commitments
Continuity with the previous meeting
Objections and buying signals
TOP moments + audio clips
Question analysis
Follow-up email
Price quote
Draft contract
Meeting report
Meeting record (PDF)
Record completeness check
Condensed version of the meeting
Deal reminders (fixed rates, anniversaries)
AI chat with your meeting
Output in any language
Export to PDF / Word / TXT
Share via link or WhatsApp

Frequently asked questions

What people most often ask about outputs

Which output types can ZAPSIO create?

Meeting record, client email, investment questionnaire, report for your manager and a summary for a colleague. You can also define your own template and the AI will follow it.

Where does ZAPSIO get the numbers and details?

Only from the transcript of your meeting. Amounts, dates and terms are based on what was actually said. It doesn’t make anything up. And you review and edit the output before sending.

Can I edit the output?

Yes, every output is fully editable. Add something, rephrase it, and only then copy it, download it as a PDF or send it by email.

What is a “custom output template”?

Define your own document structure (e.g. based on your network’s form) and ZAPSIO follows it for every meeting. Your outputs look exactly the way you want.

Does the record match the required structure?

The meeting record covers the client’s requirements and goals, needs and financial situation, the recommendation, the reason for it, risks and next steps. The completeness check flags anything missing. You always review the final version.

What language is the output created in?

The same language as the meeting, or one you choose. You can also translate the output into other languages with one click.

From the call straight to a finished document: record, email and questionnaire

A record that would take you an hour is ready in seconds

Email, questionnaire and client signature

Edit everything before you send it

Meeting outputs in three steps

The meeting happens

Choose the output type

Edit and send

What else you get out of your meeting

What people most often ask about outputs

Have your documents done before you leave the client