Avoma

Connect ChatGPT to your Avoma workspace and get meeting intelligence, including call transcripts, AI-generated notes, scorecard results, and usage analytics. Ask ChatGPT to summarize calls and action items, review scorecard results, or walk into your next call with the context from past meetings.

Read capabilities:

• Meeting transcripts, structured notes, and AI summaries
• Scorecard evaluations and team usage / engagement metrics
• CRM deal stages, CRM associations, meeting outcomes, meeting types, and team listings

Write capabilities:

• Update meeting outcomes
• Set meeting privacy — private, organization, public, or team-scoped
• Assign meeting types / purposes

You can use the Avoma connector to:

• Review calls and action items:

"Summarise my calls from last week and list open action items"

• Check rep scorecards:

"Show me scorecard results for jane@example.com from the last 30 days and identify the three criteria with the lowest average scores."

• Find meetings by deal stage:

"Find meetings from the last 90 days linked to deals in the Closed Won CRM stage and summarize the common buying signals."

• Update meeting outcomes:

"Set the outcome of my demo call with Acme Corp from June 15 to Qualified"

• Manage meeting privacy:

"Make my most recent Globex onboarding call visible only to the Customer Success team."

• Create a playbook:

"Analyze meetings from the last week linked to Closed Won and Closed Lost deal stages and create a coaching playbook with examples of effective discovery questions, objection handling, and closing techniques."

Access is controlled by your Avoma permissions and OAuth 2.1 credentials. Avoma does not grant ChatGPT any permissions beyond your own. Meeting details included in a ChatGPT response may be retained in your saved chats, and connected-app information may be used by Memory depending on your settings; manage these in ChatGPT's data controls.