Call recording to notes

Turn a call recording into clear notes and action items

The important part of a client call is usually one sentence: what they want, what you promised, when you will call back. Upload the recording and Chitrio writes out the full transcript, then turns it into notes you can act on: a short summary, the key points, the decisions made, the action items with who does what and by when, the follow-up questions, and what the customer asked for. It understands Hindi, English and the Hinglish most of us actually speak, and an hour of audio usually takes about a minute.

Who it is for: For salespeople, mutual fund distributors, insurance agents, consultants, agencies, teachers and anyone who talks to clients all day and forgets half of it by evening.

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Straight answer: The notes are only as good as the recording. A clear phone or meeting recording works well; heavy background noise, people talking over each other or a very faint voice will cost accuracy. Separate labels for each speaker are not there yet and are being worked on. Read the action items before you send them to anyone, and record calls only where you are allowed to and the other person knows.

How it works

  1. 1

    Upload the recording

    Pick a call recording, a meeting recording or a WhatsApp voice note from your phone or computer. Common audio and video files work, including mp3, m4a, wav, ogg, opus and mp4.

  2. 2

    Wait about a minute

    The recording is transcribed and read through. An hour of audio usually comes back in about a minute, and you can watch the progress on screen.

  3. 3

    Use the notes

    Read the summary, decisions, action items and follow-ups next to the full transcript. Copy them, download them as a text or Word file, or add them to the lead in your Chitrio CRM so the next call starts from where the last one ended.

Chitrio features used

Named as they appear in the product, so you can find each one after you sign in.

  • Recording to notes

    Upload a call, meeting or WhatsApp voice note in Hindi, English or Hinglish. Get the full transcript and clear notes: summary, key points, decisions, action items with owner and date, follow-up questions and what the customer asked for. Copy it, download it, or add it to the lead in your CRM.

  • AI TeamIn early testing

    A team of AI agents for your business: they plan, make and publish videos, answer customers and work your leads on a schedule, and anything public or paid waits for your yes. Build your own agents in plain words, chain steps into workflows, and get a weekly report of what each one did.

  • Reach

    New customers: every lead gets their own video, website preview and email.

What people make with it

Sales calls

Capture what the prospect asked for, the objections they raised and the date you promised to call back, without typing during the call.

Client meetings

Get minutes of the meeting with decisions and owners, ready to paste into an email or a project tracker the same day.

Mutual fund distributors and insurance agents

Keep a record of each client conversation, the goals they mentioned and the documents you still need, and attach it to the client's lead for the next review.

WhatsApp voice notes

Long voice notes from clients, suppliers or your team become a few lines of text you can read in seconds and search later.

Lectures and trainings

Turn a recorded class or internal training into a transcript plus the key points, so people who missed it can catch up quickly.

Questions, answered

Which languages does it understand?

Hindi, English and Hinglish, including calls that switch between them mid-sentence. The notes come back in clear, readable text you can share.

How long does it take?

About a minute for an hour of audio in most cases. Shorter recordings come back faster. A very long file can take a little longer.

Does it tell speakers apart?

Not yet. Today you get one transcript of the whole conversation. Labels for each speaker are being worked on.

Can I download the notes or add them to my CRM?

Yes. You can copy them, download them as a text or Word file, or add them to a lead in the Chitrio CRM so the history stays with that customer.

Is it legal to record calls?

That depends on where you and the other person are. Many places require the other person to know or agree. You are responsible for recording only where it is allowed.

Related pages

Upload your next call

Get the summary and action items in about a minute.

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