Your meetings. Your industry's reports.
Acta writes the document your work needs from the conversation itself: a MEDDPICC report after a sales call, a draft SOAP note after a consultation, minutes after a board meeting. 40 templates across 13 teams and industries.
- P
Patient: The cough is better, but I still get short of breath on stairs.
- D
Doctor: Your oxygen is normal today. Let's keep the inhaler and review in two weeks.
Written by Acta
Clinical visit note (SOAP)
- Subjective
- Cough improving; breathless on stairs
- Objective
- Oxygen saturation normal
- Plan
- Continue inhaler; review in 2 weeks
- Status
- Draft · clinician to check
One consultation in, one draft SOAP note out. Every vertical below works the same way.
By team
Sales
MEDDPICC, BANT, SPIN and SPICED reports after every call.
Product & Engineering
PRDs, Jira tickets, status reports and CTO briefs from your meetings.
Hiring & People
Candidate assessments after every interview, and better 1:1s.
Customer Success & Support
Support case summaries, QBRs and every customer promise kept.
Marketing
Campaign reviews with KPIs, decisions and the voice of the customer.
Operations
KPI reviews, post-mortems, vendor reviews and RACI.
Leadership & Boards
Board minutes, decision logs and 1:1s for leaders.
By industry
Healthcare
Draft SOAP notes, patient summaries and care team huddles.
Pharma & Life Sciences
MSL insights, trial site meetings, regulatory prep and rep calls.
Financial Services
Client reviews, KYC, credit committees and compliance checks.
Investors & VC
Dealflow memos and portfolio check-ins from founder calls.
Education
Lecture notes, parent-teacher meetings, advising and faculty meetings.
Real Estate
Property walkthroughs and negotiation notes for agents.
Pick your team. Record your next meeting.
Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams, with or without a bot.
Start for free