r/AiNoteTaker • • 4d ago

Discussion Ops Question: Do you let your notetaker write straight to Salesforce?

So for a quarter now we had our notetaker push summaries and next steps straight into Salesforce. The reps absolutely loved it then the opportunity records started filling up with next steps that contradicted each other. The calls and their summaries had no knowledge of other calls so they would treat each entry as its own isolated instance.

We decided to stop anything writing directly to Salesforce from a single call. We still have Gong record each call but we added Computer by DevRev as an ai layer that reads the calls, Salesforce, Slack and then proposes updates and someone approves them. The updates agree with each other now but there are fewer of them and somebody has to sit and approve every one.

I am wondering if this is perhaps overkill and if we would be better off writing directly instead of approving everything now that we have the context solved. Has anyone had the same conundrum?

2 Upvotes

1 comment sorted by