Meeting output,
your way.
Define exactly what you need from your meetings. Where others assume they know what you want, long winded generic summaries look good but don't make you better. MagicScreen delivers structured content the way you want it. Save templates and auto-activate them for specific meeting types.
Your templates, always ready.
Create once, activate automatically. MagicScreen applies your templates to every meeting.
Recap
Summarize the key points discussed in this meeting in 3–5 concise bullet points.
Recap
- Team aligned on pushing the launch timeline to August 15th, pending design review completion.
- Marcus raised a Q3 budget approval concern that remains unresolved - needs a follow-up owner.
- Enterprise Pitch script reached Slide 3 of 8; competitor analysis topic surfaced without mitigation.
- Design team deadline for component library was flagged as an action item assigned to Sarah.
Action Items
List all action items mentioned, with the owner and any deadlines discussed.
Action Items
- Follow up with design team on component library deadline - Sarah Chen
- Confirm Q3 budget approval timeline - Marcus (unassigned)
- Prepare competitor analysis mitigation for Enterprise Pitch - Alex
- Schedule design review follow-up - Team
Follow-up Email
Draft a professional follow-up email to all participants summarizing decisions and next steps.
Follow-up Email
Subject: Launch Timeline Update & Action Items from Today's Sync Hi team, Thanks for the productive discussion today. We've aligned on pushing our launch to August 15th pending design review completion. Key decisions and action items are below. Key Decisions: • Launch timeline moved to August 15th • Q3 budget approval in progress Action Items: • Sarah - Component library deadline follow-up • Marcus - Budget approval confirmation Next Steps: • Design review completion by [date] • Budget decision by [date] Looking forward to the next sync! Best, [Your Name]
Customize Your Meeting Output
Structured Notes
Get meeting notes formatted exactly how you need them - bullet points, summaries, key decisions, or custom structures that match your workflow.
Action Items
Automatically extract and organize action items with owners, deadlines, and priorities. Never lose track of what needs to get done.
Curated Email Follow-ups
Generate meeting summaries tailored to different attendees. Send the right information to the right people automatically.
Smart Templates
Save your favorite output formats as templates and auto-activate them for specific meeting types. One-click consistency.
Living Notes
Notes that fill themselves out over many conversations. Tag a meeting to a client, deal, or team and MagicScreen continuously updates your single living document. Your context is always current, and your follow-up documentation is handled automatically.
MedFlow Inc. - Account Overview
Living Note - 3 meetings contributed - Last updated 2 min ago
# MedFlow Inc. - Account Overview
_Auto-updated from: Discovery Call (Pt 1), Discovery Call (Pt 2), Stakeholder Deep Dive_
## Company Context
MedFlow is a 200-person health-tech company scaling their revenue team from 12 to 30 AEs over the next 18 months. Current stack: Salesforce, Gong, Outreach. Primary pain: new reps take 6+ months to ramp and senior reps are pulled into deal reviews constantly.
## Key Stakeholders
- **Champion:** Jordan Reyes, VP Sales - highly engaged, driving evaluation internally
- **Economic Buyer:** Dana Kim, CRO - wants ROI proof before Q3 budget commit
- **IT Blocker:** Marcus Osei, Head of IT Security - needs data residency confirmation
## Open Action Items
- [ ] Send SOC 2 report to Marcus by Jun 10
- [ ] Arrange reference call with fintech customer (Jordan requested)
- [ ] Share ROI model with Dana ahead of CRO review
## Deal Status
Budget approved for Q3. Shortlisted to MagicScreen vs. one other vendor. Decision expected by Jun 28. Jordan is pushing for a July go-live to align with new AE cohort start date.
Tag the audience
Assign a meeting to any audience - a client, a deal, a team, a project. MagicScreen remembers who it belongs to.
Notes update automatically
After every tagged meeting, MagicScreen updates your file with the latest context into the living document. No duplication, no manual editing.
Documentation. Done.
The busy work of creating accurate documentation, needing regular updates, across multiple conversations is now an automatic Living Note.
Living CRM Record
Every client interaction, decision, and commitment - automatically merged into one account document.
Implementation Plan
Track progress, blockers, and scope changes across every project meeting without lifting a finger.
Technical Specs
Requirements evolve in every call. Living Notes keep your spec document in sync with what was actually agreed.
Progress Reports
Leadership-ready status updates that write themselves after every team standup or client check-in.
Deal Intelligence
Stakeholder map, objections, next steps, and competitive intel - updated after every sales conversation.
Onboarding Tracker
New hire check-ins, training completions, and open questions - all tracked in a single living document per rep.
Works for Every Team
Sales Teams
- Deal recap summaries for leadership
- Customer objection tracking
- Next steps and follow-up sequences
Customer Success
- QBR preparation and summaries
- Health check action items
- Stakeholder updates
Professional Services
- Client meeting recaps
- Project status updates
- Deliverable tracking
How It Works
Define Your Output
Tell MagicScreen exactly what you want from your meetings - structure, format, recipients, and tone.
Save as Template
Create reusable templates for different meeting types (sales calls, QBRs, standups, etc.).
Auto-Activate
Set rules to automatically apply templates based on meeting type, attendees, or calendar patterns.
Get Your Output
After every meeting, MagicScreen delivers exactly what you need - notes, emails, summaries, or action items.
103 templates, ready to activate.
Every template is purpose-built for MagicScreen's AI — covering Sales, Customer Success, Implementation, Product, Internal, Professional Services, and Feedback & Coaching meetings. Select one before your call and your notes write themselves.
Account Notes — MEDDPICC
Living CRM account file qualified using the MEDDPICC framework, updated across every meeting.
Health Score Tracker
Tracks health rating, usage, stakeholder sentiment, and renewal posture across every touchpoint.
Discovery Call Capture
Single-meeting capture for a sales discovery call — pain, outcomes, decision context, and coverage gaps.
QBR Builder
Accumulates evidence throughout the quarter so your QBR is ready to present, not reconstructed.
Kickoff Capture
Records scope, success criteria, stakeholder roles, and anything ambiguous that needs early resolution.
Create Your Own Template
Build a custom note template tailored to your team's exact workflow from a single prompt.
Also in MagicScreen
Pair your notes with real-time Insight Templates.
55 templates that fire live coaching, objection handling, and instant answers during your meetings.
Get the Meeting Output You Actually Need
Stop wasting time on manual note-taking. Let MagicScreen deliver exactly what you need, automatically.