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Case study · SaaS

Real-Time Sales Meeting Assistant

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A sales meeting intelligence platform that captures transcripts, objections, summaries, and action items. It preserves the value of each customer conversation and removes manual note-taking from the sales workflow.

Project type
SaaS
Best for
Teams replacing manual work
Outcome
A faster, more reliable workflow
Core stack
React, Next.js, Node.js
Real-Time Sales Meeting Assistant overview

Technology stack

  • React
  • Next.js
  • Node.js
  • WebSocket
  • OpenAI API

01 — The challenge

Client challenge

Sales teams were walking out of meetings with scattered notes, forgotten objections, and follow-up actions that never got tracked. The knowledge from a good sales call — what the prospect cared about, what they pushed back on, what was agreed — was living in someone's head or a half-filled notes doc. Most of it was lost within 24 hours.

02 — What I built

What I built

I built SaleSide AI to capture and structure everything that matters in a sales meeting. The platform handles automated transcription so nothing goes unrecorded, flags and categorises objections as they happen, generates an AI summary at the end of each session, and extracts concrete action items with clear ownership. The result is a complete, structured record of every meeting that's immediately useful without any manual effort.

  • Automated meeting transcription with full session capture
  • Real-time objection detection and categorisation
  • AI-generated meeting summaries with structured key points
  • Action item extraction with assignee and deadline identification
  • WebSocket-powered real-time processing during live calls
  • Next.js frontend, Node.js backend, OpenAI API

03 — The outcome

Measured outcomes

Follow-up consistency improved measurably — action items extracted by the platform were being acted on rather than forgotten. Manual note-taking was eliminated entirely. Sales teams now have a searchable, structured record of every customer conversation, which also feeds into coaching and deal review workflows.

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