Your SmarterMeetings trial lasts seven days. Here's how to get meaningful value in that window—connect tools, review real meetings, and test follow-up workflows you'll actually keep.
Day 1: Connect your primary recorder
Start with the tool you use most—often Fathom or Zoom. Add the integration in Settings and run an initial sync. Confirm meetings appear in your inbox.
Day 2: Add a second provider (if applicable)
Most teams use more than one platform. Connect a second provider and verify both appear in the same list. Tag a few meetings to clients.
Day 3: Review and extract tasks
Open your busiest recent call. Read the transcript, run an AI task extraction prompt, and assign owners. Mark the meeting reviewed.
Day 4: Connect Salesforce (Personal Pro / Team)
If CRM sync matters to you, configure Salesforce. Push one call summary as a completed task and link it to an Account or Opportunity.
Day 5: Invite a teammate
Team plans add shared workspaces. Have a colleague review the same client meetings and confirm tagging and tasks make sense for handoffs.
Day 6: Prep for an upcoming call
Search prior meetings for the client you're seeing tomorrow. Scan open tasks. Use AI to summarize commitments from the last engagement.
Day 7: Decide and convert
Review what changed: less inbox hunting, cleaner CRM, faster follow-up. Compare plans and convert before trial ends—or extend evaluation with your team lead.
Start your free trial today.