The AI note assistant
for clinical conversations.

Capture the consultation. Draft the chart note. End-to-end encrypted, your data stays your data.

Q3 Renewal CallToday · 42 min · 3 speakers
Home
Daily Digest
Chat
People
Spaces
Private
Shared with me
Revenue Team
Security review passed, with data-residency questions resolved.0:19
The client is expanding from 25 to 40 seats at the current per-seat rate.0:31
What did we commit to, and by when?
Two commitments. Marcus sends the revised 40-seat quote to procurement today, and Linda confirms the data-residency answers in writing. The seat expansion holds the current per-seat rate.
[1]Q3 Renewal Call
[2]Vendor security review
Draft the follow-upWho owns whatCompare to last renewal
Ask anything… @ adds a note · # runs a tool
Consultation transcript
08:14
PauseSummarize
Sarah Chen0:12
Before we get to pricing — where did we land on the security review?
Marcus Reid0:19
Passed last Thursday. Their team had two questions about data residency, both answered.
Linda Park0:31
Good. Then the only open item is the seat count. They're asking for 40 up from 25.
Sarah Chen0:44
Forty works if we hold the current per-seat rate. I'd rather grow the account than win the negotiation.
Marcus Reid1:02
Agreed. I'll send the revised quote today and copy their procurement lead.
Clinical note draft
Q3 Renewal CallToday · 42 min · 3 speakers
Security review passed, with data-residency questions resolved.0:19
The client is expanding from 25 to 40 seats at the current per-seat rate.0:31
Revised quote goes out today to procurement.1:02
ACTION ITEMS
Send revised 40-seat quote to procurementMarcus
Confirm data-residency answers in writingLinda
Update the renewal forecastSarah

Loved by professionals worldwide

Fits into your workflow.

CraftNote works wherever you do. No setup, no friction.

Up next
Today
Q3 Renewal Call
Now · 10:00 · 3 people
Join
Design review
11:30 · 5 people
Record
1:1 with Priya
15:00 · 2 people
Record
Pipeline review
16:00 · 6 people
Record
Client onboarding
16:30 · 4 people
Record
Candidate debrief
17:00 · 3 people
Record
Marketing weekly
17:30 · 8 people
Record
EU standup wrap-up
18:00 · 5 people
Record

Works with all meeting platforms

Records on your own machine, so nothing joins the call. An optional bot covers the rest.

Recording12:04
Mic
Pause
Finish
YouLet me get the dates down before we move on.
ThemThe import runs the first week of the month.
YouAnd training for the field office follows it.

Record on any device, anywhere.

iPhone, iPad, Android, Mac, any browser. Start on one, pick it up on another.

Q3 Renewal Call
Today · 42 min
Vendor security review
Yesterday · PDF
How to run a renewal
Monday · YouTube
Pricing ideas, on a walk
Monday · 9 min

Transcribe and summarize any file.

Audio, video, PDFs, or a YouTube link. Whatever goes in, a note comes out.

IN ACTION

One consultation. Every clinical output you need.

Record once, eye contact stays on the patient. CraftNote drafts the chart note, surfaces patient history, pulls the exact quote. All in the format your team charts in.

Ask: “draft a SOAP note”
Follow-up consultRecorded · 28 min

A clinical note, in the format you chart in.

S: Patient reports improvement but missed two doses last week. O: Vitals stable; no new physical findings. A: Adherence concerns identified. P: Dosage adjustment, bloodwork in 2 weeks, adherence support enrollment.

I just forget to take it in the morning when I'm in a rush.Patient · 12:08
SOAP format·1 Action itemAsk AI
Ask across visits
Patient history · 3 visitsAcross 4 weeks

Multi-visit recall. Without re-reading every chart.

  1. Have they mentioned this symptom before? Yes — same complaint at last visit, 27:14. Pattern, not new.
  2. What have we tried in the last 6 weeks? Two adjustments. Both flagged for adherence concerns.
  3. Any contraindications I should re-check? One allergy noted at intake. Still on file, still active.
3 Recalls· Across visitsAsk AI
Ask: “what did they say in their own words?”
Follow-up consultRecorded · 28 min

The patient's own words, with the timestamp.

I just forget to take it in the morning when I'm in a rush.Patient · 12:08
I felt much better the days I remembered.Patient · 15:43
verbatimwith timestampspatient-consented recording
2 Quotes pulled·1 QuestionAsk AI

Notes in any format.

Dozens of templates turn one meeting into to-dos, minutes, or an exec brief.

Note tools
GENERATE
Key notes
Draft email
To-do list
Draft a follow-up
TRANSFORM
Translate
Label speakers
Summary format
DRAFT EMAILRenewal follow-up: revised quoteHi Dana, following up on this morning's call. We're confirming 40 seats at your current per-seat rate, and the security review is closed. Revised quote attached.
CopyDownloadAdd to note

I chart in SOAP, my colleague charts in SBAR, our resident charts in narrative. CraftNote does all three: same recording, different formats.

Dr. A. Patel
Dr. A. PatelFamily Medicine

Works in 80+ languages, including yours.

Record in any language, read it in any other. Translation is one tap.

Translated to EnglishShow original
0:00 / 28:14
Sarah Chen0:12
Before we get to pricing — where did we land on the security review?
Marcus Reid0:19
Passed last Thursday. Their team had two questions about data residency, both answered.
Linda Park0:31
Good. Then the only open item is the seat count. They're asking for 40 up from 25.
Sarah Chen0:44
Forty works if we hold the current per-seat rate. I'd rather grow the account than win the negotiation.
Marcus Reid1:02
Agreed. I'll send the revised quote today and copy their procurement lead.
Was this transcript helpful?

Half my patients speak Spanish, but I chart in English. CraftNote translates the consultation in real time while keeping the medical context intact.

Dr. M. Singh
Dr. M. SinghPediatrician

Share in one click.

Public link, PDF, or DOCX. No login for recipients. Revoke access anytime.

Q3 Renewal CallToday · 42 min · 3 speakers
Security review passed, with data-residency questions resolved.0:19
The client is expanding from 25 to 40 seats at the current per-seat rate.0:31
Revised quote goes out today to procurement.1:02
ACTION ITEMS
Send revised 40-seat quote to procurementMarcus
Confirm data-residency answers in writingLinda
Update the renewal forecastSarah
SHARE
Share by email
Public link
Send to Slack
Send to Teams
EXPORT
MarkdownPDFWord
Link is on. Anyone with it can read.Revoke
share.craftnoteapp.com/n/q3-renewalCopied

100% private and secure.

Encrypted in transit and at rest. Never sold, never used to train AI.

Encrypted in transit and at rest
Never used to train models
Hidden from screen sharing
SHARE
Share by email
Public link
Send to Slack
Send to Teams
EXPORT
MarkdownPDFWord
Link is on. Anyone with it can read.Revoke

End-to-end encryption was the deciding factor for our practice. Patient confidentiality is everything. CraftNote is the only tool that passed our IT review.

Dr. R. Kim
Dr. R. KimClinical Psychologist