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For sales

Sell on the call. Routines keeps the notes.

Press record when the call starts. Routines writes down what the client agreed and your next steps, so you can listen for what they need instead of typing.

On a Mac? Download for Mac

Download for Mac

Free for macOS, iOS and watchOS. Your files stay yours.

A salesperson with a headset on a client call at dusk, a city window behind her, with the call notes open in Routines on her laptop.

A deal with Routines

From the call to the follow-up, nothing to type up.

  1. Call notes

    Hang up with the deal written down.

    When the call ends, the notes carry what the client agreed and the next steps, under clear headings. Copy them into your CRM, or share the meeting by link when you choose to.

    The notes of a recorded call in Routines, Pricing call: Harbor & Pine: the yearly plan, a rollout of ten seats from November 2 with training in the first week, and the next steps.

  2. Follow-ups

    Your follow-ups, proposed, never assigned.

    Your own next steps come back as proposed to-dos, like sending the order form. Keep the ones you want. Need the email too? Ask the meeting chat to draft a follow-up, then edit it before it goes out.

    The Routines to-do page: from the Harbor & Pine pricing call, Send the order form and Book the week-one training session, each with Keep and Drop.

  3. Before the next call

    Ask what the client agreed, from your phone.

    On the way to the next meeting, ask on your Mac or your iPhone. Routines answers from your call notes and names the meeting. On the iPhone it reads the meetings you sync with Cloud Sync, which is off by default.

    Routines on iPhone answering "What did Harbor & Pine agree on Tuesday?": the yearly plan, ten seats starting November 2 and a training session in the first week, from the meeting note Pricing call: Harbor & Pine.
    Asked on iPhone, with Cloud Sync on.

Questions before you download.

Who starts the recording?
You do, every time. Routines ships no disclosure watermark, no automatic announcement and no consent prompt today, so telling the people in the call is your responsibility, and we recommend saying you record.
Can it draft the follow-up email?
Yes. Ask the meeting chat to draft a follow-up email and it writes one from the call. You edit it and decide when it goes out.
Can I share a call with a colleague?
Yes. Copy the notes, or share a meeting by link when you choose to. Sharing uploads that one meeting so the link works, with Cloud Sync on or off.
Where is the audio transcribed?
Meeting audio streams to Deepgram to be turned into text. On Pro, Teams and the trial Routines supplies the Deepgram key. On Free you add your own key before your first recording.

Try it on your next meeting.

Press record when the call starts, and read the notes when it ends.

Download RoutinesSee how meeting notes work