Skip to content

Sales rep on the road

Say it now. Sort it later.

Between meetings in the car park, and you need to log what was just said.

How it feels: PressureWhat you want instead: Unburdened

PlexiDesk screenshot: Voice note widget
A screenshot of the real app, with sample data. From the guide Voice note widget.

The problem

By the end of the day you remember half of six meetings. Typing notes on a phone keyboard is miserable.

How Plexii handles it

Record a Voice note on the account desk. It is transcribed (Local transcription needs no key), with a summary and suggested next steps you choose to apply.

This uses Plexii’s AI, which runs on Plexii credits or your own Anthropic key. How AI is paid for.

In short: Talk through the meeting while it is fresh. Plexii transcribes it and suggests next steps, and you choose which ones to keep.

Step-by-step guides