Integration

The call ends. The pipeline updates.

Connect Wispr Flow with one click and its notes from your meetings flow onto the matching deal: Finn reads them, logs a clean activity note, and proposes updates to value, confidence, next action and stage for you to confirm.

Start free trial See how it works

Read-only connection today. Finn's read of your notes is still being built.

accounts-os.com/pipeline

Deal: Cromwell & CoLive

Sync my Wispr Flow notes onto this deal

FRead your meeting notes. Proposing: confidence up to 70%, next action 'send proposal', due Friday.

FFinn proposed the update, you confirm it in one tap.

What comes across

One-click OAuth connect, no API keys

Sync meeting notes onto any deal in your pipeline

Matched to the deal's contact by email where Wispr Flow can, or auto-matched by Finn otherwise

Finn-proposed deal updates: value, confidence, next action, stage

Suggested follow-up tasks with due dates

Read-only: we never write back to Wispr Flow, and Finn never touches your books on its own

How it works

Connect Wispr Flow once, then stop thinking about it.

Your Wispr Flow meeting notes update your sales pipeline automatically

Turn on Notetaker and Cloud Sync

In Wispr Flow's own settings. Without both, Wispr exposes nothing at all to any connected tool, including us.

Connect Wispr Flow

Settings > Integrations > Wispr Flow. One-click OAuth, you approve access and you are done. No API keys.

Sync from a deal

Open any deal in your pipeline and hit sync. Finn finds the matching meeting, reads the notes, and proposes updates for you to confirm.

Why it's worth it

CRM admin disappears: the call you had becomes the update you'd have typed

Your pipeline stays true, so your forecast stays honest

Nothing applied without your confirmation: Finn proposes, you decide

Connect once, works across all your companies

FAQ

The questions people ask first

Can Finn read my Wispr Flow notes?

Yes. Once connected, open a deal and sync from Wispr Flow: Finn finds the matching meeting, reads the notes, logs a clean activity note, and proposes updates to value, confidence, next action and stage. You confirm what gets applied.

How does Finn find the right meeting?

If the deal has a contact with an email address, Finn asks Wispr Flow for meetings with that attendee, which is a precise match. If there's no contact email, or nothing comes back, Finn looks at your recent meetings and ranks the likely ones by name, company and topic for you to pick from.

Does this touch my books on its own?

No. Finn reads the notes and proposes changes to the deal, and you apply them. Access to Wispr Flow itself is read-only: nothing there is ever changed or deleted.

Why can I not see anything after connecting?

Notetaker and Cloud Sync both need to be on in Wispr Flow's own settings, or it exposes nothing to any connected tool, including us.

Other Integrations

Granola

Your Granola meeting notes update your sales pipeline automatically

Notion

Your Notion call notes and client docs update your sales pipeline

Bring Wispr Flow into AccountsOS.

14-day free trial, then £20 a month.

Start free trial

Already have an account? Connect Wispr Flow in Settings, Integrations.