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Data & Analytics
Tactful
Tactful logo
Data & Analytics

Tactful

Tactful is an AI-powered meeting assistant designed to transform conversations into actionable insights and structured workflows. It automatically joins, records, transcribes, and analyzes meetings across platforms like Zoom, Google Meet, and Microsoft Teams. The tool is primarily used by sales teams, customer success managers, project leaders, and executives to capture critical details, decisions, and action items in real-time, eliminating manual note-taking. By leveraging advanced natural language processing, Tactful identifies key discussion points, sentiment, and follow-up tasks, syncing them directly to CRM systems like Salesforce and collaboration tools like Slack. It solves the problem of meeting fatigue and information loss by creating searchable, shareable meeting summaries and ensuring accountability through automated task assignment. The platform is positioned as an essential productivity layer for customer-facing teams, aiming to improve deal velocity, customer retention, and team alignment by making every conversation measurable and actionable.

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πŸ“Š At a Glance

Pricing
Freemium
Reviews
No reviews
Traffic
N/A
Engagement
0πŸ”₯
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Categories
Data & Analytics
Business Intelligence

Key Features

Automatic Meeting Join & Recording

Tactful automatically detects calendar invites, joins meetings as a silent participant, and records audio without manual intervention.

Real-Time Transcription & Live Summary

Provides live transcription during the meeting and generates a structured summary with key points, decisions, and action items as the discussion unfolds.

AI-Powered Action Item Detection

Identifies specific tasks, decisions, and commitments mentioned in conversation, assigning them to individuals based on speaker detection or contextual cues.

Sentiment & Engagement Analytics

Analyzes speaker tone and participation to gauge meeting sentiment, engagement levels, and talk-time distribution across participants.

CRM & Workflow Integrations

Syncs meeting outcomes, notes, and action items directly to CRM systems like Salesforce and collaboration platforms like Slack or Asana.

Searchable Conversation Repository

Stores all meeting transcripts and summaries in a centralized, searchable database, allowing users to quickly find past discussions by topic, participant, or keyword.

Pricing

Free

$0
  • βœ“Limited meeting transcription credits per month (e.g., a few hours)
  • βœ“Basic meeting summaries and action item detection
  • βœ“Integration with one calendar and one meeting platform
  • βœ“Access to the searchable meeting repository
  • βœ“Standard email support

Pro

Usage-based or contact sales
  • βœ“Higher monthly meeting credit allowance
  • βœ“Advanced AI insights: sentiment analysis, talk-time distribution, keyword highlighting
  • βœ“Multiple calendar and meeting platform integrations
  • βœ“CRM sync (Salesforce, HubSpot) and workflow automation
  • βœ“Priority support and onboarding assistance

Enterprise

custom
  • βœ“Unlimited or custom meeting credits
  • βœ“Single Sign-On (SSO/SAML), custom security and compliance reviews
  • βœ“Dedicated customer success manager and SLAs
  • βœ“On-premises or private cloud deployment options
  • βœ“Custom AI model training and domain-specific tuning
  • βœ“Advanced analytics and executive reporting dashboards

Use Cases

1

Sales Team Deal Coaching and Pipeline Management

Sales managers and reps use Tactful to record and analyze discovery calls, demos, and negotiation meetings. The AI identifies key objections, next steps, and buyer sentiment, automatically updating the CRM. This ensures accurate pipeline forecasting, provides coaching insights based on conversation patterns, and helps reps focus on high-value activities rather than manual note-taking, ultimately accelerating deal cycles.

2

Customer Success and Account Management

Customer Success Managers (CSMs) employ Tactful in QBRs (Quarterly Business Reviews) and check-in calls. The tool captures action items, feature requests, and customer sentiment trends. By syncing summaries to the customer's health score in platforms like Gainsight, CSMs can proactively address risks, demonstrate value, and improve renewal rates through data-driven engagement.

3

Project Kickoffs and Agile Stand-ups

Project leaders and Scrum Masters use Tactful to document project kickoff meetings and daily stand-ups. It automatically distills decisions, blockers, and task assignments, pushing them to Jira or Asana. This creates a transparent, searchable record of project evolution, reduces miscommunication, and ensures accountability without slowing down the development workflow.

4

Executive and Board Meeting Documentation

Executives and administrative assistants rely on Tactful to capture high-stakes strategic discussions. The tool provides concise, accurate summaries of board meetings and leadership offsites, highlighting resolutions and strategic directives. This ensures alignment across the leadership team, creates an official record for compliance, and saves hours traditionally spent on manual minute-taking.

5

Remote Team Collaboration and Knowledge Retention

Distributed teams use Tactful as a knowledge base for all internal syncs, brainstorming sessions, and training. The searchable repository allows new hires to catch up on past discussions, and teams to reference prior decisions easily. This mitigates the information silos common in remote work and preserves institutional knowledge despite team turnover.

How to Use

  1. Step 1: Sign up for an account on the Tactful website, providing your email and company details to access a dashboard.
  2. Step 2: Connect your calendar (Google Calendar or Microsoft Outlook) and grant permissions for Tactful to detect and join scheduled meetings.
  3. Step 3: Integrate your preferred meeting platforms (Zoom, Google Meet, Microsoft Teams) by authorizing Tactful as an approved app or bot participant.
  4. Step 4: For each meeting, Tactful automatically joins as a silent participant, records audio, and generates a real-time transcript visible in the Tactful dashboard.
  5. Step 5: Post-meeting, review the AI-generated summary, which includes key points, decisions, action items with owners, and sentiment analysis.
  6. Step 6: Edit or highlight sections of the transcript and summary directly in the Tactful interface to correct or emphasize specific details.
  7. Step 7: Sync outcomes to external tools: push action items to Asana or Jira, update deal stages in Salesforce or HubSpot, or share summaries via Slack or email.
  8. Step 8: Use the searchable repository of past meetings to track conversation history, monitor commitments, and analyze team or customer interaction patterns over time.

Reviews & Ratings

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At a Glance

Pricing Model
Freemium
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