TwinsAI
Close note taker

The note taker built for Close.

TwinsAI joins your Zoom, Google Meet, and Teams calls without a bot, then writes the activities, tasks, and field updates straight into Close the second the meeting ends. Your reps stop logging calls by hand, and every lead and opportunity stays current on its own.

Book a 30-min demo
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11:06 AM|Meetings SignupREC
Daniel Katzen
Daniel Katzen
Priya Nair
Priya Nair
Emily Chen
Emily Chen
💖👍🎉👏😂😮😢🤔👎
Ask Gemini
Meeting 2x9Pkb6
Stop Recording
ECEmily ChenInternal
DKDaniel KatzenInternal
MBMarcus Bell
PNPriya Nair
SMSofia Mendes
Meeting Score
QUICK TIP
12:15 PM
They mentioned timeline pressure — anchor on time-to-first-call. Reps onboard in under an hour, not weeks.
QUICK TIP
12:14 PM
Acknowledge their role, then ask who owns outbound tooling decisions and if they are the person they report to on sales enablement.
Ask TwinsAI about this prospect…
Built for Close

Joins Zoom, Google Meet, and Teams. Logs to Close.

One botless note taker across every meeting platform your team runs, writing back to Close from all of them. No bot tile, no "admit the notetaker" step, no pasting notes onto the lead by hand.

CloseCloseZoomZoomGoogle MeetGoogle MeetMicrosoft TeamsMicrosoft Teams
§ 01Botless capture

Caught the moment it's spoken.

TwinsAI runs quietly on the rep's device and captures Zoom, Google Meet, and Teams calls directly. No bot joins the call, nothing shows in the attendee list, and action items are caught as they are said, not reconstructed later from a summary.

+No bot in the attendee list
+Zoom, Google Meet, and Teams
+Action items as spoken
+Runs on the rep's device
QUICK TIP
12:15 PM
They mentioned timeline pressure — anchor on time-to-first-call. Reps onboard in under an hour, not weeks.
QUICK TIP
12:14 PM
Acknowledge their role, then ask who owns outbound tooling decisions and if they are the person they report to on sales enablement.
Ask TwinsAI about this prospect…
§ 02Native Close logging

Every word, attributed and logged to Close.

A speaker-attributed transcript builds in real time and lands as a logged activity on the matched Close lead and opportunity, with the recording attached. Reps open Close and the meeting is already there, in the place they already work.

+Logged as a Close activity
+Matched to lead and opportunity
+Transcript and recording attached
+No export, no copy-paste
Ethan Caldwell · 12:14
Thanks for hopping on — I've been heads-down on our outbound stack all quarter.
Daniel Katzen · 12:14
Of course. Before we dive in — who else on your side typically signs off on tooling like this?
§ 03Shared in Slack

The whole deal team stays in the loop.

TwinsAI posts the recap and Close opportunity updates to a shared Slack channel for the deal, so teammates who were not on the call stay current and can weigh in without opening Close.

+Recap posted to Slack
+A channel per opportunity
+Opportunity updates included
+No CRM digging
Connected to Slack #sales-deal-microsoft — messages here stream to your team; replies show up live.
Message #sales-deal-microsoft…
§ 04Lead + opportunity updates

The call, closed out in Close the second it ends.

Disposition, notes, and follow-up tasks are written to Close the moment the meeting ends. TwinsAI moves the opportunity through your pipeline and fills custom fields, including MEDDPICC and BANT, from what was actually discussed.

+Pipeline stage moved automatically
+MEDDPICC and BANT fields filled
+Follow-up tasks created
+One-click confirm
Call Feedback
Ethan Caldwell
Lead Status
Connected
Follow-up Tasks
📞Call Back
Send Email
📅Schedule Meeting
To Do
Assign Your Twin Work
Rachel said her co-worker Diana Price is the right person to speak with. Add Diana to the CRM and find her contact info and buying signals.
After the call, inside Close

The post-call work, done in Close before the next call connects.

Booked, sent, and logged to Close automatically the second the meeting ends, so the lead and opportunity update themselves instead of waiting on a rep.

§ 05Books the next meeting

The follow-up is on the calendar before the rep stands up.

If the rep committed to a next step, TwinsAI checks both calendars, drafts the invite with the agreed agenda, books it, and logs the meeting to the Close lead, before the next dial.

+Checks both calendars
+Agenda pre-filled
+Logged to Close
FOLLOW-UP ACTIONS
Schedule Meeting
Send Email
Send SMS
Create Task
Schedule Meeting
with Niraj Shah
Meeting title
Date
07/01/2026
Time
10:00 AM
Duration
30 min
Busy times are disabled based on your calendar.
Invite (comma-separated)
Agenda (optional)
CancelMark Complete
Generate Call Notes
§ 06Sends the follow-up email

Drafted in your rep's voice, logged to Close.

TwinsAI writes the recap in the tone your rep actually uses, with the right attachments and next steps inserted, then logs the sent email to the Close lead and opportunity. The rep clicks send.

+Learned rep voice
+Attachments inserted
+Logged to the lead
New message✦ REP'S VOICE
ToJeff Sheridan
Subj

Hi Jeff,

Really enjoyed the conversation. As promised, the security one-pager is attached, and I've pencilled us in for Thursday at 2pm to walk through pricing.

Talk soon,

Dana

Send
§ 07Creates the Close tasks

Tasks, stage, and fields written before the next call connects.

Every spoken action item becomes a Close task with an owner and due date. Disposition, pipeline stage, and custom fields update the moment the meeting ends. No end-of-week CRM hygiene marathon.

+Tasks from spoken action items
+Pipeline stage and fields updated
+Owners and due dates set
Acme Corp · LeadWRITING…
StageDemo Scheduled
Next step
Disposition
Champion
Follow-up tasks
Send pricing one-pager
Book follow-up demo
Loop in solutions eng
Sync toClose
How it compares

Everything a summary-only notetaker leaves to your reps.

Most meeting notetakers capture a summary and stop there, leaving the Close logging to your reps. TwinsAI captures the meeting and then finishes the work in Close, so the lead and opportunity update themselves instead of waiting on manual activity logging.

CapabilitySummary-only notetakerTwinsAI for Close
Joins without a bot in the roomSometimesAlways, botless
Logged to CloseManual or basicNative activity, auto
Tasks from action itemsYou create themAuto-created in Close
Pipeline stage + fields updatedNoFrom the conversation
Follow-up email draftedNoIn the rep's voice, logged
Next meeting bookedNoOn the rep's calendar
Shared with the team in SlackNoA channel per deal
● TwinsAI is botless: it runs on the rep's device and captures the meeting without a bot ever joining the call.
● Explore Close note taker use cases

See how Close teams put a botless note taker to work.

Go deeper on each workflow, from logging meeting notes to Close to creating tasks, updating the opportunity, and drafting the follow-up.

● Frequently asked

Questions about the Close note taker.

What is a Close note taker?

A Close note taker is an AI that captures your meetings and writes the notes back into Close automatically. TwinsAI joins Zoom, Google Meet, and Teams calls without a bot, then logs the summary as a Close activity, creates tasks from the action items, updates the lead and opportunity, drafts the follow-up, and posts the recap to Slack.

Is it really botless?

Yes. TwinsAI runs quietly on the rep's device and captures the meeting audio itself, so no bot ever joins the call, nothing shows up in the attendee list, and there is no "please admit the notetaker" step. The prospect never sees a recorder join the meeting.

What gets written back to Close?

The meeting summary is logged as an activity on the matched Close lead and opportunity, with the transcript and recording attached. TwinsAI also creates tasks from the action items, moves the opportunity through your pipeline, and fills your custom fields from what was discussed.

Does it create Close tasks from action items?

Yes. When something is committed to on the call, like sending a one-pager or regrouping next week, TwinsAI captures it and creates the matching Close task with an owner and due date, so nothing falls through after the meeting.

Can it move the opportunity through the pipeline?

Yes. TwinsAI updates the opportunity stage and fills custom fields from what was actually said on the call, within seconds of hang-up, so the pipeline reflects reality without a rep updating it by hand.

Which meeting platforms does it work with?

TwinsAI works across Zoom, Google Meet, and Microsoft Teams, and writes back to Close from all of them. It also works with HubSpot and Salesforce if your team runs more than one CRM.

Put a note taker to work inside Close.

Book a 30-minute demo and we will connect TwinsAI to your Close, sit in on a live meeting, and show you the activity, tasks, and opportunity updates land in Close before the call is even over.