Orbis Notaris
Meeting ends. Follow-up starts. Orbis Notaris is a meeting assistant that does the work after the call: summary email, CRM record and tasks.
Runs automatically when the meeting ends. No manual step.
The real work starts after the meeting
Writing the summary email, logging to the CRM, opening task cards and tracking follow-ups. Most of the load comes after the meeting ends.
Summary email
A clean HTML summary delivered by Outlook.
CRM record
Contact, company and deal matched in HubSpot.
Task cards
Action items opened in Jira and Trello.
Meeting type
Sales, intro, technical, project status, internal decision or general.
Follow-up
Next steps are tracked, not forgotten.
See Orbis Notaris in action.
A short film on how Orbis Notaris turns a meeting transcript into a summary, CRM records and tasks.
From transcript to action
Analysis, classification, summary, CRM and tasks in one flow.
Reads the transcript
Who attended, which company, what was decided and who owns what.
Classifies the meeting
Each meeting type gets its own summary format.
Sends the summary
HTML summary delivered by email through Outlook.
Updates CRM and tasks
HubSpot records plus Jira and Trello tasks.
Not a note tool. A complete meeting follow-up.
Meeting types and connected tools.
Two kinds of meeting tools
One records the meeting. The other carries out what comes next.
Meeting notes tool: records and transcribes
Orbis Notaris: runs the follow-up
Result: the meeting ends, the follow-up starts
Frequently asked questions
Which tools does it connect to?
Outlook for the summary email, HubSpot for CRM records, and Jira and Trello for tasks.
How does it decide the meeting type?
It reads the transcript and classifies the meeting as sales, intro, technical, project status, internal decision or general.
Where does the summary go?
The HTML summary is sent by email through Outlook.
What gets logged in HubSpot?
The summary is logged as a note or meeting engagement, matched to the right contact, company and deal.
Which meeting types are supported?
Sales, intro, technical, project status, internal decision and general meetings, each with its own summary format.
Orbis Notaris is part of OrbisStudio.
Orbislabs AI 2026. All Rights Reserved.
.svg){kind=small}
.svg){kind=small}