One AI meeting assistant. Every team's meetings.
Sales calls, interviews, standups, incident reviews, classes, clinical visits and board meetings: Acta records them and its report templates turn each one into the report, scorecard or ticket that team needs.
Sales & revenue
Turn every call into deal data, and see risk across the whole pipeline.
Sales call intelligence
Acta extracts decision-makers, budget signals, pain points and next steps into structured MEDDPICC, BANT, SPIN or SPICED reports after every call.
Learn moreDeal and pipeline intelligence
Ask Acta across every rep's calls to surface competitor mentions, objection patterns and stalled deals, without sitting in on a single call.
Learn moreProduct demos and discovery calls
Capture prospect questions, objections and feature interest, so sales and product teams know what resonated without rewatching the recording.
Learn moreRenewal and QBR preparation
Pull pain points, feature requests and past commitments from every conversation with an account, and walk into renewals with the full history.
Learn moreProduct & engineering
Go from discussion to spec and ticket without anyone writing notes.
PRDs from product discussions
The PRD draft template turns roadmap and scoping conversations into structured PRDs with goals and success criteria.
Learn moreMeeting-to-ticket for bug triage and incidents
Action items from bug triage, incident calls and ad hoc syncs become prioritised tickets in Jira, Asana, ClickUp or Monday.com.
Learn moreStandups, sprint planning and retros
Blockers, decisions and commitments are captured automatically, so developers spend their time building, not writing notes.
Learn moreArchitecture reviews and tech debt
The CTO brief template turns technical discussions into CTO-ready reports on decisions, risks, blockers and technical debt.
Learn morePeople & hiring
Fairer, faster hiring decisions and clear records of every commitment.
Interview debriefs and scorecards
The Candidate assessment template writes a candidate evaluation after each interview, so recruiters cut admin without losing detail on any candidate.
Learn more1:1s and performance reviews
Career goals, feedback and commitments are documented automatically, so managers start every check-in with what was promised last time.
Customer success & support
Know what every customer said, and act on it.
Support and escalation calls
Acta summarises support conversations, flags frustration and churn risk, and lists the follow-ups, so your team can focus on the cases that need judgment.
Learn moreClient and project meetings
Agencies, consultants and freelancers get shareable recaps of client calls, with decisions and action items for both sides.
Leadership, finance & marketing
Decisions documented, priorities aligned, reports written for you.
Leadership and board meetings
Decisions, priorities and action items from leadership and cross-team meetings are documented, so every team stays aligned.
Learn moreBudget planning and dealflow
Finance and investment teams get budget meetings and dealflow calls documented as reports, and keep their focus on decisions.
Learn moreMarketing campaign planning
Campaign planning and performance calls become creative briefs and action items, with the voice of the customer captured along the way.
Learn moreInsights across months of meetings
Combine related meetings into one record and ask anything across them, to follow a deal, project or decision over time.
Learn moreOperations
Reviews, incidents and suppliers, written up with owners and dates.
KPI and business reviews
The KPI review template lists every metric with its value, target, trend and owner, and the agreed fix for each miss.
Learn moreIncident post-mortems
The Incident post-mortem template writes a blameless report: timeline, impact, root cause and corrective actions with owners.
Learn moreVendor and supplier reviews
The Vendor review template compares service levels with targets, lists open issues and records the keep, renegotiate or exit view.
Learn moreCross-team decisions
The Decisions & RACI template logs each decision and who is responsible, accountable, consulted and informed.
Learn moreEducation
Study notes for students and clear records for parents and staff.
Lectures and classes
The Lecture notes template turns a class into study notes with key concepts, definitions, exam points and review questions.
Learn moreParent-teacher meetings
The Parent-teacher meeting template records strengths, concerns and the agreed support plan, with actions for home and school.
Learn moreAdvising and tutoring
The Student advising template captures goals, progress, blockers, the course plan and tasks before the next session.
Learn moreFaculty and curriculum meetings
The Faculty meeting template records curriculum changes, accreditation items, decisions and owners.
Learn moreHealthcare
Drafts for clinicians to check, written from the conversation.
Clinical visit notes
The Clinical visit note template drafts a SOAP note from the consultation, recording only what was said, for the clinician to check.
Learn moreCare team huddles
The Care team huddle template records issues by specialty, the agreed plan, handoffs between roles and safety concerns.
Learn morePatient visit summaries
The Patient visit summary template writes a plain-language summary for the patient: what was discussed, next steps and medicines, checked by the clinician.
Learn moreHospital operations
The Hospital operations template records bed capacity, staffing gaps, safety events and escalations from daily operations meetings.
Learn morePharma
Field insights and study meetings, with safety signals flagged for review.
MSL field insights
The MSL field insights template groups a healthcare professional's insights by topic and lists open medical questions and requests.
Learn moreClinical trial site meetings
The Clinical trial site meeting template tracks enrolment, protocol deviations, data queries and site issues with owners.
Learn moreRegulatory meeting prep
The Regulatory meeting prep template lists the questions the agency is likely to ask, the agreed positions, evidence gaps and owners.
Learn moreRep calls
The Pharma rep call template records products discussed, objections and sample requests, and flags possible adverse events and off-label requests for review.
Learn moreFinance
Client, credit and compliance records written from the conversation.
Client reviews
The Client review template records the client's goals, risk appetite, recommendations and suitability notes for the file.
Learn moreKYC onboarding calls
The KYC onboarding template captures source of funds, expected activity, missing documents and red flags, with numbers masked.
Learn moreCredit committees
The Credit committee template records the request, strengths, risks and mitigants, conditions, the decision and each vote.
Learn moreEarnings calls
The Earnings call digest template lists headline numbers, guidance changes, management tone and analysts' questions.
Learn moreCompliance checks on client calls
The Compliance check template flags promises, missing risk disclosures and pressure tactics with the exact words, for compliance to review.
Learn moreGeneral
Everyday meetings, written up the way each one should be.
1:1 check-ins
The 1:1 check-in template records wins, blockers, feedback both ways, growth goals and actions for both people.
Learn moreBoard meetings
The Board meeting minutes template writes formal minutes with agenda items, resolutions, votes and actions.
Learn moreCustomer QBRs
The Customer QBR template records value delivered, account health, expansion opportunities and next quarter's plan.
Learn moreContract negotiations
The Contract negotiation template tracks each clause with both sides' positions, the concessions made and the open points.
Learn moreProperty viewings
The Property walkthrough template records the client's needs and budget, their reaction to each property, objections and the shortlist.
Learn moreDon't see your team? Pick a template.
Every template works on any meeting. Browse them all, or talk to us about a custom template for your workflow.
Frequently asked questions
Can't find your use case? Contact us.
What can I use Acta for?
Any meeting where decisions are made: sales calls, demos, renewals, interviews, standups, sprint planning, bug triage, incident reviews, support calls, client meetings, 1:1s, board and leadership meetings, classes, clinical visits and client reviews. Acta records the meeting and its report templates turn it into the right output, from a MEDDPICC report to a PRD, a post-mortem or a SOAP note.
Which Acta template should I use for sales calls?
Use the sales template that matches your methodology: MEDDPICC, BANT, SPIN or SPICED. Each one writes a structured deal report after the call, and Ask Acta lets you search across all your reps' calls.
Can Acta be used for job interviews?
Yes. The Candidate assessment template writes a candidate evaluation after each interview, so hiring teams can compare candidates with consistent, detailed notes.
Can Acta turn meetings into Jira tickets?
Yes. The Ticket suggestions template turns action items from meetings such as bug triage, incident calls and sprint planning into tickets in Jira, Asana, ClickUp or Monday.com.
Does Acta work for agencies and client meetings?
Yes. Acta documents client calls and produces recaps you can share with the client, with the decisions and action items for both sides.
Can Acta be used in healthcare and pharma?
Yes. The healthcare templates write draft clinical notes, care team summaries and patient visit summaries that record only what was said, for a clinician to check before use. The pharma templates flag possible adverse events and off-label questions for review. Check that your data-processing agreements cover patient data before recording clinical meetings.
Can Acta be used for classes and schools?
Yes. The Lecture notes template turns a class into study notes with review questions, and the parent-teacher, student advising and faculty meeting templates record concerns, plans and decisions.
Can Acta record without a bot joining the meeting?
Yes. The Acta desktop app for Windows and Mac and the Acta Chrome extension record from your computer, so no bot joins. This is useful for client, interview and leadership meetings where a bot would be out of place.
Start with your next meeting.
Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.