Great Meetings, Terrible Follow-through
You have a phenomenal client call, but without an ai email assistant to carry the momentum, follow-up messages get delayed while you scramble to type up notes.
Meeting Intelligence Powered by AI
MEETINGS CAPTURED.
FOLLOW-UPS
AUTOMATED.
Meeting Intelligence shouldn't stop when the Zoom call ends. Strata captures the conversation and seamlessly uses industry-leading email management software to drive your post-meeting workflows.
Auto
Meeting Sync
Live
Email Follow-Ups
$97
Per Month
The Post-Meeting Chaos
WHEN YOUR NOTES
DON'T SPEAK TO YOUR INBOX.
Inbox Clutter Disrupts Action
After a meeting, client replies get buried. Because you lack an intelligent inbox and proper email triage software, action items from your meetings get lost in the noise.
Drafting from Scratch Wastes Time
Basic note-takers just give you text. They don't have built-in email template software logic to automatically draft your next steps, leaving you to rewrite emails manually.
Missed Emotional Context
A client sounded anxious on the call, but your static notes missed it. Missing sentiment analysis email capabilities means your team might follow up with the wrong tone.
Meeting Intelligence Software
FROM SMART MEETINGS
TO SMART INBOX.
01
Deep Meeting Transcription
Strata acts as your invisible partner, capturing every word, nuance, and decision during the meeting to fuel your ongoing client email management safely and accurately.
02
Email Response Automation
The moment you hang up, our email intelligence software uses the transcript to instantly draft a hyper-personalized follow-up email directly from your inbox.
03
Smart Email Filtering
When the client replies, Strata applies automated email categorization and email priority management to surface their response above all the newsletter noise.
04
Complete Workflow Execution
Leveraging powerful email automation tools, tasks are generated, the CRM is updated, and the entire post-meeting cycle is completed effortlessly.
The Workflow
HOW AI POWERED EMAIL
EXTENDS YOUR MEETINGS.
01
AI Joins the Call
Strata auto-joins Zoom or Teams, transcribing the conversation perfectly and identifying actionable next steps.
02
It Powers Your Follow-ups
Utilizing advanced email workflow automation, Strata immediately drafts your follow-up email based on the exact decisions made, ready to send.
03
It Manages the Replies
When the client responds, our true ai powered email engine applies smart email filtering so you never miss their vital documents or wire requests.
04
It Archives the Context
Every meeting note and subsequent email exchange is securely logged into Wealthbox, ensuring a permanent, intelligent record.
From the Field
ADVISORS WHO AUTOMATED
THEIR FOLLOW-UPS.
"Before Strata, meeting notes were one tool and my inbox was another. Connecting my Meeting Intelligence directly to Strata's email management software means my follow-ups are drafted the second I click 'End Call'."
"The email response automation is magic. It takes the exact context of our hour-long meeting and summarizes the next steps in an email perfectly. It's the best ai email assistant I've ever seen."
MEETINGS TO INBOX.
ONE SEAMLESS FLOW.
Book a 20-minute demo and see how Strata AI's meeting intelligence transforms your entire post-call workflow.
Book My Free Demo →$97/month · 14-day free trial · Live CRM Sync · Cancel anytime