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The meeting prep, notetaking, and follow-up engine. Pre-meeting briefing pulled from email, sequences, CRM, and prior meetings — all in one card. AI notes during the call. Instant summary, extracted action items, and a drafted follow-up email 30 seconds after the meeting ends. CRM updated automatically. Reps stop spending 15–30 minutes per call on admin and stay present in the conversation.
Primary Job: Win the Follow-Up Game · Plan: $29/mo
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The one-paragraph summary
Meeting Copilot covers the meeting lifecycle end to end. Before the call: Mixmax Intelligence pulls every relevant signal (sequence engagement, prior emails, CRM record, past meetings) into a single prep card. During the call: it captures key points, objections, commitments, and sentiment shifts. After the call: it drafts an instant summary, extracts the action items with owners and dates, generates a personalized follow-up email referencing what was actually said, and pushes everything to the CRM. It proposes the next meeting if one was discussed. The rep reviews the follow-up in 30 seconds and hits send.
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Problems it solves: Execution (eliminates 15–30 minutes of admin per meeting) · Execution Gap (commitments captured, follow-ups drafted before the moment passes) · Fragmentation (meeting context flows to CRM automatically).
How Mixmax Intelligence powers it: it runs pre-meeting research, assesses the live conversation, drafts the summary and follow-up, and orchestrates the next meeting.
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Where features live in the UI
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Pre-Meeting Prep Card → Inside the calendar event details and in the Mixmax sidebar before the meeting starts.
Meeting bot → Joins Zoom, Google Meet, and Microsoft Teams calls automatically when scheduled through a Mixmax link, or by accepting an invite that has the Mixmax bot attached.
Meeting Library → app.mixmax.com/dashboard/meetings — every recorded meeting, transcript, summary, and follow-up.
Summary + Follow-up → Delivered to the rep's inbox 30 seconds after the call ends, also available in the Meeting Library and the Mixmax sidebar.
CRM Sync → Auto-pushes meeting summary, action items, and notes to the matching Salesforce or HubSpot record.
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Every feature, every click