Note Taker
Written up beforeyou reach the car
Note Taker captures the conversation in the room, then writes the summary, the CRM entry, and your next steps.
Recorded with consent. We keep the transcript only; the audio file is never stored.
Taking notes costs you the conversation
When we interviewed over 100 field reps, admin came up before pricing, competitors, or objections. The worst of it happens in the room itself.
"I hate breaking off in meetings to take notes, makes me feel rude and disconnected at times."
The real cost lands that evening: rebuilding the detail from memory, hours after the conversation ended.
During the visit
Nothing leaves the app until it is clean
Patient names, possible device incidents, and claims outside approved materials are caught and held back from the CRM until the rep clears them. A patient harm event is routed straight into the vigilance process.
- Recorded with consent, with the consent state visible throughout
- Patient identifiable information caught before it reaches the CRM
- Possible device incidents routed straight to the vigilance process
- Claims outside approved materials flagged back to the rep
After the visit
Scored against the objective, then coached on it
Based on what the rep set out to achieve, the platform measures how the meeting actually went and makes recommendations using your company frameworks.
Every visit lands as the same structured record, so a manager can see which review has stalled and who needs a nudge. Most managers only find this out at quarter end. Note Taker surfaces it the same day.
Your next steps already planned out
The write-up spells out what you owe them, what they committed to, and the objections worth carrying into the next conversation.
What Note Taker does
No more taking notes
Reps concentrate on what the HCP is saying. Note Taker keeps track of it.
Text only, no audio kept
The audio file is never saved. We transcribe the meeting, and the transcript expires too.
Incident and PII flags
Any reference to a product incident or patient information is flagged so the rep can act on it or delete it.
CRM entry, written
Note Taker writes the call summary and structured record, ready to copy across.
Knows your terminology
Recognises complex clinical terms and product names accurately.
Works offline
Keeps recording even in hospital basements with no signal, then syncs everything once the rep is back in range.
All of TrainBox, one visit
Daily Briefing, AI Coaching, and Note Taker cover the whole visit, from the plan in the car park to the write-up before you reach the car.
Give your team their evenings back
Note Taker is in early access. Get on the list and we'll be in touch as soon as your spot opens up.
- Start using Note Taker ahead of the general release
- Shape what we build next with your feedback
- Try new capabilities before anyone else
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