Estimated Reading Time: 5 minutes

Overview

AskElephant is your strategic partner for transforming how your team leverages conversational data to drive impactful business outcomes. More than just a meeting recorder, AskElephant uses advanced AI to automate tasks, generate insights, and streamline workflows, empowering your team to focus on meaningful human connections.

Beyond Note-Taking: Your AI-Powered Advantage

While AskElephant efficiently records and transcribes your meetings, its true power lies in transforming those conversations into actionable intelligence. It's designed to be your "second brain" or "digital worker," handling routine tasks that typically consume valuable time. AskElephant gathers your conversational data and helps you answer the "why" behind business events, not just the "what."

Seamless Integration with Your Ecosystem

AskElephant integrates with your existing tools to centralize critical business data:

• CRM Systems: Connect with HubSpot and Salesforce to pull and push information, updating deal stages, contact records, and company details automatically based on meeting content.
• Communication Platforms: Integrate with Slack to send timely notifications, alerts, and summaries to relevant channels or individuals.
• Calendar & Meetings: Automatically join scheduled meetings (Google Meet, Zoom, Microsoft Teams) to record, transcribe, and apply AI processes without manual intervention.
• Document & Project Management (Upcoming): Soon, you’ll be able to integrate with tools like Google Drive (Sheets, Docs, Slides) and other platforms to enhance data context and automate tasks related to project management.

Transforming Conversations into Action with Workflows

AskElephant’s customizable workflows are at the heart of its ability to drive outcomes. You can build or adapt workflows to:

• Automate CRM Updates: Automatically update lead qualifications, deal stages, and other essential fields in your CRM based on real-time conversation insights.
• Generate Meeting Summaries & Recaps: Create concise summaries, action items, and follow-up emails, tailored to your preferred style and tone, directly from your meeting transcripts.
• Enhance Sales Coaching: Receive automated feedback on sales calls, identifying strengths, areas for improvement, and adherence to specific sales methodologies (e.g., BANT, MEDDPICC), helping sales representatives consistently improve.
• Proactive Alerts: Set up alerts for critical signals, such as potential churn risks (negative sentiment) or customer quotes (positive feedback), delivered directly to relevant team members via Slack or email.
• Content Generation: Generate ideas for social media posts (e.g., LinkedIn) based on recent conversations, helping you maintain a strong online presence.
• Streamline Handoffs: Automate detailed sales-to-customer success (CS) handoff reports, ensuring that the CS team has all the necessary context to onboard new customers effectively.

Your Personalized AI Experience

AskElephant gives you control over your AI interactions:

• Customization: Tailor workflows to fit your specific needs, team structures, and company objectives. You can even define your personal tone of voice and preferences.
• Choose Your AI Model: Access a variety of leading AI models, including Claude, GPT-5, Gemini, and Grok, allowing you to select the best model for different tasks.
• Self-Service or Support: Leverage the intuitive AI workflow builder to create automations yourself, or rely on our dedicated team of solutions engineers to build and fine-tune them for you.
• Mobile Flexibility: Use the AskElephant mobile app to record in-person meetings and voice memos, ensuring no valuable insights are missed.
• Data Security: AskElephant is SOC 2 compliant, and your data is self-contained within your instance, never used to train other LLMs or shared publicly.

Next Steps to Empower Your Team

To get the most out of AskElephant, connect your calendar and primary tools. Explore the pre-built workflows and consider how they can be customized to eliminate manual tasks and provide deeper insights for your role.

If you have questions or need assistance with custom workflows, reach out to our support team directly through the in-app chat. For deeper discussions about optimizing your strategy, connect with your dedicated customer success manager.

Need Additional Help?

If you have questions or need further assistance, the AskElephant support team is here to help!

You can reach our support team in several ways:

• click the chat button in the bottom right corner of your screen,
• email us at support@askelephant.ai
• or use @askelephant support in your dedicated Slack channel.

We're committed to getting you the answers you need as quickly as possible.