smart summaries · the recap, written

Nobody reads transcripts. Everybody reads this.

Heidi's Smart Summaries turn a meeting into something people actually read. A few minutes after the call ends, you get a TL;DR, the key points, the next steps and a Verdict that doesn't flatter. It's written prose, not stitched-together quotes, waiting in the app and in your inbox as a branded email, without you asking. From there it exports to four document formats or pushes to eight tools, always on your click.

5.0G2 + Google · beta+1,400 operators in early access11 templates, plus your own
app.hi-heidi.ai/recap
Summary ready
NorthBeam · discovery callin-app + email
TL;DRStrong interest, wrong signatory. Sofia holds the budget and wasn't in the room.
Next stepsSend the security page. Get Sofia on the next call.
The VerdictPromising, but single-threaded. Fix that this week or it stalls.

In your inbox a few minutes after you hung up.

Built for people who never reopen the transcriptZoomGoogle MeetMicrosoft TeamsWebexWhereby
four parts, no filler

Everything that mattered. Nothing that didn't.

Same four sections every time, so you know where to look before you've even started reading.

TL;DR

First

What happened, in the two lines you'd give a colleague in the corridor. Most people read this and nothing else, which is exactly why it goes first.

Key points

The substance

What was actually discussed and decided, written as prose rather than assembled from fragments of a transcript.

Next steps

What matters

What happens now, and who owes what. The gap between a good meeting and a closed deal is almost always something in here that nobody did.

The Verdict

The honest bit

How the call actually went, said plainly. It's the section people either love or find a little rude, depending entirely on how the meeting went.

HeidiA transcript is everything that was said. A summary is everything that mattered. Only one of those gets read on a train.
templates

A discovery call and a board meeting shouldn't read the same.

Eleven starter templates, your own on top, and Heidi will write you one if you'd rather describe what you want than build it. They steer the tone, the language and what the summary focuses on, so a sales call reads like a sales call and a client workshop doesn't.

  • Eleven ready-made starters
  • Create and edit your own, as many as you need
  • Ask Heidi to generate one from a description
  • Steer the tone, the language and the focus

Discovery call

Signals, objections, who decides

Starter

Client workshop

Decisions, scope, commitments

Starter

Your own

Whatever your meetings actually are

Custom
before / after

Same meeting.
Two completely different records.

The call happened either way. The difference is whether anyone can use what came out of it.

A 4,000-word transcript nobody will ever open.

You write the recap yourself. At 9pm. Badly.

Next steps live in your head, then nowhere.

Every recap reads identically, whatever the meeting was.

Someone asks how the call went. You improvise.

Getting it into Notion means copy, paste, reformat.

out of heidi, into everything else

One click out.
Never behind your back.

Export the recap as a document, or push it straight into the tools your team lives in. Always on a button, so an unreviewed recap never lands in a client-facing channel on its own.

Export as a document

PDF, PowerPoint, Excel or Word, from one export modal. For the client file, the board pack, or the person who just wants a PDF.

PDFPowerPointExcelWord

Push where your team works

One click into any of these. Nothing syncs on a timer. Bulk export and pushes are on Pulse and above.

NotionHubSpotZohoAttioMem0SlackTeamsGoogle Drive

Always a click, never a sync. Heidi could post every recap into your Slack the second it's ready. It could also drop an unreviewed call into a client channel that way, so it doesn't. You press the button, every time.

HeidiI could auto-post every recap to Slack. I could also lose you a client that way, so I let you press the button.

We read every note. Tell us what would make this a no-brainer for you.

who it's for

Who is this for?

Anyone who's ever written a recap they knew nobody would read.

The recap in your inbox before you've reached the next call

Next steps written down, with who owes what

One click into HubSpot instead of Friday CRM hygiene

Forward the Verdict when your manager asks how it went

1

one recap, everywhere

In the app, a branded email, four export formats and eight one-click destinations. One artifact, shaped by your template.

Finally a recap that tells me what we decided, not a transcript I'll never reopen. It's in my inbox before I've left the room, and I forward it as is.

Camille, Consultant · Nantes, France

HeidiYou showed up to the meeting. I'll handle remembering it.
more than a transcript

How is this different
from a note-taker's recap?

Note-takers hand you the transcript and a bulleted skim of it, which is the meeting reheated. Heidi writes the summary the way a sharp colleague would, including the part where it tells you the call went worse than you thought.

Transcripteverything said, nobody reads it
Bulleted auto-recapthe meeting, reheated
Your own notesif you had a hand free
Heidi
Heidi

TL;DR, key points, next steps and an honest Verdict, minutes after you hang up.

Note-takers give you the raw record once it's over. Heidi hands you the read on what mattered.

they said it, not me

Operators who stopped scrolling transcripts.

The Verdict is the bit I screenshot. Half the time it's kinder than I'd be, the other half it says the quiet thing out loud, and both are useful.

Julien
Account Executive · Lyon, France
HeidiSomeone had to say it. Easier when it's me.

I used to lose an evening a week writing recaps from memory. Now they're written before I've closed the laptop, and I just fix an owner and send.

Nadia
Customer Success · Barcelona, Spain
HeidiThat evening's yours again. Spend it away from a keyboard.
your recaps stay yours

Nothing leaves without your click

Encrypted, never sold

Never trains anyone else's AI

plans

Which plan includes Smart Summaries?

The summary is on every plan. Getting it out in bulk is what scales.

Core

49,90 €/mo

40,84 €/mo billed annually

  • The full summary, in-app and by email
  • TL;DR, key points, next steps, The Verdict
  • Single document export
  • 10 live meetings per month
Export + push

Pulse

89,90 €/mo

74,17 €/mo billed annually

  • Everything in Core
  • Bulk export + one-click push to CRM, cloud and Slack
  • Unlimited live meetings
  • All Insights lenses

Prime

149,90 €/mo

124,17 €/mo billed annually

  • Everything in Pulse
  • The full Team view
  • Unlimited live audio with Heidi
  • VoIP connected
straight answers

The questions people actually ask.

Updated July 2026

the full picture

Smart Summaries are the after.

Twelve features, one Meeting OS. Here's where this one sits.

the recap, written

Stop writing recaps nobody reads.

14 days of the full Prime experience, €0 today. Your next meeting writes itself up, in-app and in your inbox.

Card required · cancel in one click · starts with a ~90-second voice onboarding where Heidi interviews you

one last thing

Tired of note-walls? Ask me what a real recap looks like.

Ten seconds, and I'll go first.

Sound on, it's a real voice call