BriefBot

PORTFOLIO/BRIEFBOT

AI / PRODUCTIVITY

BriefBot

Every meeting. Perfectly captured.

Year
2024
Duration
12 weeks
Team
4 engineers
Industry
Sales / Productivity
BriefBot mockup

What We Delivered

Sales cycles shortened by an average of 18% across the 200-person team. Follow-up email open rates increased 34% because the emails were more relevant and sent faster. The team recovered an estimated 8 hours per rep per week previously lost to note-taking and CRM data entry.

18%
shorter sales cycles

Core Stack

PythonWhisperGPT-4Salesforce APIHubSpot API

The Challenge

Sales teams were losing deals to bad notes and missed follow-ups. They needed real-time summarisation, action-item extraction, and CRM sync — without another meeting bot to babysit. The existing tools required manual review and still missed half the context.

Our Solution

BriefBot listens, transcribes, summarises, and writes the follow-up email — all in the time it takes to walk back to your desk. It plugs straight into Salesforce and HubSpot, creates tasks automatically, and learns each user's communication style over time to write follow-ups that sound like them.

What We Built

Key Features

Real-Time Transcription

Whisper large-v3 transcribes with 99.2% accuracy across accents, background noise, and technical jargon.

Smart Summarisation

GPT-4 Turbo extracts decisions, action items, and next steps — structured, not a wall of text.

Auto Follow-Up

A personalised follow-up email is drafted and ready to send before the call ends. Learns your tone over time.

CRM Sync

Action items become Salesforce tasks. Contact notes update automatically. Deal stages advance based on meeting outcomes.

Speaker Diarisation

Identifies who said what. Summaries attribute statements to the correct person, not just 'Speaker 1'.

Meeting Intelligence

Analytics dashboard showing talk ratios, question frequency, and sentiment trends across all your calls.

Under the Hood

Full Tech Stack

PythonOpenAI WhisperGPT-4 TurboFastAPISalesforce REST APIHubSpot CRM APIPostgresCelery

How We Did It

Our Process

01

Pipeline Design

1 week

Designed the audio capture → transcription → summarisation → CRM sync pipeline. Latency budget: under 90 seconds end-to-end.

02

Transcription Engine

3 weeks

Whisper integration with speaker diarisation, custom vocabulary for industry terms, and noise cancellation preprocessing.

03

AI Summarisation

3 weeks

GPT-4 Turbo prompt engineering for structured output. 200+ test calls to tune the action item extraction.

04

CRM Integrations

3 weeks

Salesforce and HubSpot REST API integrations with OAuth, field mapping, and conflict resolution.

05

Rollout

2 weeks

Deployed to 20 pilot users, iterated on the follow-up email tone model, then rolled out to the full 200-person team.

"
I used to dread long sales calls because I knew I'd spend an hour afterwards writing notes and updating Salesforce. Now I walk out of a call and it's already done. BriefBot is the first AI tool I've used that actually saves me time instead of creating more work.
RT
Rachel Torres
Senior Account Executive

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