Weflow AI

Weflow is the AI assistant built for field sales reps and account executives who meet clients in person. Record any conversation, get an AI-generated summary, and sync everything to Salesforce — automatically. This app requires a paid Weflow and Salesforce subscription.

ONE-CLICK RECORDING Start recording any meeting directly from your calendar with a single tap. Weflow listens in real time so you can stay focused on the conversation — not on taking notes.

AI MAGIC SUMMARY After every meeting, Weflow automatically creates a structured AI summary — customizable to your sales methodology (MEDDIC, BANT, or your own template). Instantly see metrics, economic buyers, decision criteria, and next steps.

FULL AI TRANSCRIPT Every recording is transcribed automatically. Search, review, and reference exact quotes from any meeting in your library.

AUTO-SYNC TO SALESFORCE Weflow links recordings to the right Salesforce accounts, opportunities, and contacts — and pushes summaries directly into your CRM. Zero manual data entry.

CALENDAR INTEGRATION Your upcoming meetings are pulled from your calendar automatically. See what's running now, what's coming next, and hit record in one tap.

SECURE & COMPLIANT Your data is safe with us.

• HIPAA Compliant
• GDPR Compliant
• CCPA Compliant
• SOC 2 Type 2 Certified