Data Sync

Import meeting notes from Close CRM and synthesize insights

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Total Meetings

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Awaiting Synthesis

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Insights Extracted

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Import from Close CRM

Pull coaching meeting summaries (Notetaker AI) into the database. Embeddings are created automatically. Existing meetings are skipped.

Synthesize Methodology

Run Claude over unprocessed transcripts to extract key insights, frameworks, and coaching methodology. A cost estimate will be shown before large batches run.

Webhook (Real-time Sync)

To auto-import calls as they happen in Close, set up a webhook pointing to:


        http://localhost:5000/webhooks/close

For local dev, use ngrok: ngrok http 5000 then use the ngrok URL above. In Close: Settings → Integrations → API → Webhooks → Add Webhook. Select event type: activity.meeting.