New Idea
Ability to sync Salesforce notes into Staircase
It would be great to have the ability to pull in Salesforce meeting notes into Staircase to further enrich the summaries and ask & search? 2 main use cases for this:
- We run a lot of on-person meetings with customers, and those don't get recorded to send the transcript to Staircase
- The call recorder is often blocked by customers, meaning we lose the transcript