> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ospribrain.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Meeting CRM Extraction

> AI automatically extracts deal signals, contacts, and companies from meeting transcripts.

## How It Works

When a meeting is analyzed by AI, the CRM extraction tool automatically identifies:

* **Deal signals** — Mentions of pricing, timelines, budget, competition
* **Contact information** — New people mentioned with names and roles
* **Company references** — Organizations discussed
* **Follow-up actions** — CRM-relevant next steps

## Viewing CRM Data from a Meeting

1. Open a meeting detail page
2. Click the **CRM** tab
3. View extracted:
   * Deals (matched to existing or suggested new)
   * Contacts (matched or new)
   * Companies (matched or new)
   * Meeting links (relationships between this meeting and CRM entities)

<Note>
  **Alex's screenshot note:** Take a screenshot of the CRM tab on a meeting detail page showing extracted deals, contacts, and companies with match/create buttons.
</Note>

## Automatic vs. Manual

* **Automatic:** When a meeting is analyzed, CRM signals are extracted automatically
* **Manual:** You can also visit the CRM tab on any meeting to trigger or review extraction

<Tip>
  Enable **Auto-sync on analysis** in Settings → Meeting Intelligence to have CRM data extracted automatically every time a meeting is analyzed.
</Tip>