From meeting to compliant CRM notes.
Shuli captures your client conversations, extracts what matters, and delivers structured notes ready for your CRM.
How it works
Five steps, fully automated.
From meeting to compliant CRM notes — automatically.
Never miss a client conversation.
Connect your calendar once. Shuli watches for client meetings, joins automatically, and captures the full discussion — no manual steps required.
- Syncs with Google Calendar, Outlook, and iCal
Your schedule, always current
- Works with Zoom, Teams, Meet, and Webex
Multi-platform support
- Identifies client vs. internal meetings
You choose what gets captured
Client Review – Johnson Family
Quarterly portfolio review. Client expressed interest in increasing allocation to fixed income. Discussed timeline for retirement planning updates.
- •Risk tolerance: Moderate-conservative
- •Target retirement: 2028
- •Send updated allocation proposal
- •Schedule 30-min call for next week
Structured notes, not just text.
Every meeting produces a structured summary with key facts, decisions, and follow-ups — formatted and ready for your CRM.
Structured summaries
Key decisions, action items, and follow-ups extracted automatically.
Field mapping
Map meeting data to your CRM fields directly.
Custom templates
Define what gets captured for different meeting types.
Export options
PDF summaries, CRM pushes, or both.
Only store what matters.
Your clients share sensitive information. Shuli filters out personal details and gives you full control over what gets saved.
Client privacy by design
- Excludes personal chatter automatically
- Configurable retention controls
Relevance filtering
Captures business discussions. Ignores small talk.
Sensitive-topic exclusion
Automatically omits health, family, and personal details.
Ephemeral transcripts
Transcripts exist only during processing and are never retained beyond summarization.
On-demand deletion
Remove meeting notes instantly — no waiting, no recovery window.
From: Johnson Family Review
Send portfolio rebalancing proposal
Due: Tomorrow
Update risk profile in CRM
Due: Today
Schedule follow-up call
Due: Jan 22
Review beneficiary designations
Due: Jan 25
Turn notes into action.
Every action item becomes a tracked task. Follow-ups get scheduled. Nothing falls through the cracks.
Automatic task creation
Action items become tasks in your workflow tool automatically.
Appointment scheduling
Follow-up meetings get added to your calendar.
Reminder integration
Push reminders to Slack, email, or your task manager.
Status tracking
See which action items have been completed across all meetings.
Ready to see it in action?
Connect your calendar. Shuli auto-joins your client meetings and produces CRM-ready notes.