An objection, a technical question, or a request from a call — record the gist right away, while it's fresh, and your colleagues get a task with context instead of a paraphrase from a rep.
A rep hears a request or objection on a call and passes it to analysts or developers as a paraphrase in their own words — details get lost with every retelling.
Said out loud: "The client from Denver wants a separate traffic report with UTM tags, tell the analytics team"
Task received: a task for the analytics team with context on who asked and why
Instead of "thanks for the call, here's our deck" in text, record a short screen video that shows the exact section of the proposal this specific client cared about.
A 90-second personal video is more memorable than a ten-paragraph email — and the client can tell the deck was made specifically for them.
After a contract is signed, the client moves to onboarding or customer success — and that team asks the rep to re-explain what was discussed and agreed.
Replaces repeated syncs between sales and onboarding with a single structured recording and task.
Say the task out loud — DashShot transcribes and structures it automatically.
Record your screen and camera, export as video or GIF.
Library, tasks, docs — all in one place, grouped by project.