Lost Investor-Call Notes? Label Who Said What

The investor call ended an hour ago. You remember the energy, not who pushed back on pricing or what you promised to send. Same gap after customer discovery and the standup you half-heard.

Label speakers on the recording, then recap; you still decide what to chase. The live stack on this page is Speaker Separation, Meeting Summarizer, and Invoice Processor. We do not ship a live Contract Analyzer, Expense Categorizer, or Customer Feedback Analyzer.

The notes that vanish after the call

The evening work after an investor or discovery call is usually the same three jobs:

Relabel a Zoom, Meet, or Teams export that still says Speaker 1 / Speaker 2
Write the recap with objections, promises, and owners
Key vendor, date, amount, and line items off a PDF so you can bill or book

Those are the jobs we run. Term-sheet clause review, bank-CSV expense tagging, and survey-theme mining are real founder work. They are not live AgentLeverage tools. Do not treat this page as a catalog of every founder task.

If the file is a Zoom, Meet, or Teams export that still says Speaker 1: how to label who spoke on remote meeting recordings

1. Label speakers first

A recording you cannot attribute is not notes. You sit through it again, pause, type a name, and miss the next sentence.

Speaker Separation takes the audio and returns a labeled transcript. You rename Speaker 1. You can download isolated stems and export txt or srt.

Guest runs are free (2/day). Signed-in orgs pay 2 credits per minute, rounded up. You still rename the labels and review overlapping turns. This is a working labeled transcript, not a certified record.

Upload the investor-call, discovery, or standup file. Rename Speaker 1 and Speaker 2 to real names. Check the turns where people talked over each other. Export txt or srt if you want the labeled transcript in another tool.

Try Speaker Separation →

2. Recap from notes or a transcript

Meeting Summarizer does not take the audio file. It does not join Zoom or Meet. It takes notes or a transcript and returns a recap, decisions, owners, and action items when those were said.

Paste the labeled transcript from Speaker Separation, or upload TXT, DOCX, VTT, or SRT. Guest runs are free (5/day). Signed-in orgs pay 2 credits per summary.

You still review owners and due dates before you send the recap. A name you never renamed, or a "we'll send the deck" that was never assigned, turns into a confusing action item.

The first pass returns:

A short recap of what was covered
Decisions, when they were said
Action items with an owner and a due date when those were said
Open questions that still need a follow-up

That is recap and notes, not term-sheet review. Skip this tool for a two-minute standup you can recap from memory. Skip it when you need a certified record or a bot in the call.

If action items are still buried in a half-typed note: how to recap notes or a transcript after the call

Try Meeting Summarizer →

3. Extract invoices instead of rekeying them

Vendor bills, contractor invoices, and customer invoices still need vendor, date, amount, and line items in a sheet or in your books. Typing them off a PDF is the slow part.

Invoice Processor takes a PDF, PNG, or JPEG and extracts those fields. Guest runs are free (5/day). Signed-in orgs pay 3 credits per document.

It does not categorize expenses, flag duplicates, or file your taxes. You still spot-check totals and assign the category before you book.

Upload the invoice PDF or a photo of the page. Check vendor, date, amount, and line items against the source. Copy the structured fields into your sheet or accounting tool. Assign the category yourself.

If the pile is vendor PDFs, not call notes: how to extract invoice fields before you book them

Try Invoice Processor →

What we do not ship

These jobs show up in founder admin. They are not live AgentLeverage runs:

Term sheets, customer agreements, and vendor MSAs. Search the PDF for liquidation preferences, payment, termination, and liability, or paste those sections into a prompt you already use. That is a first pass, not legal advice. We do not ship a live Contract Analyzer. Call a lawyer when the dollars or the terms are unusual.
Bank-export expense tagging. Invoice Processor extracts a document. It does not classify a CSV of card charges. We do not ship a live Expense Categorizer.
Survey or interview-theme mining. We do not ship a live Customer Feedback Analyzer. Recap the discovery call notes with Meeting Summarizer, then you still decide what ships.

If a sibling page still mentions those names, treat them as comparison language, not a Try button.

What you still review

Speaker 1 labels you have not renamed, and turns where people talked over each other
Owners and due dates that were never said out loud
Invoice totals, tax, and line items before they hit your books
Any clause you are about to sign

Guest "Free" is the daily quota. After that, signed-in orgs spend credits. Start with 30 free credits on signup. Unused included credits do not carry forward. Pack credits never expire.

A working sequence for one founder week

You do not need every tool on day one.

After the next recorded investor or discovery call, run Speaker Separation (guest 2/day). Rename Speaker 1.
Paste that transcript into Meeting Summarizer (guest 5/day). Review the recap, then decide what to chase.
When a vendor PDF or a customer invoice lands, run Invoice Processor (guest 5/day). Check the totals.

Skip Speaker Separation when you already have a clean transcript with real names. Skip Meeting Summarizer for a standup you can recap from memory. Skip Invoice Processor when you already typed the line items.

Frequently asked questions

Which AI tools can a founder use on AgentLeverage today?

The live tools in this stack are Speaker Separation, Meeting Summarizer, and Invoice Processor. Contract Analyzer, Expense Categorizer, and Customer Feedback Analyzer are not enabled.

Can I try speaker labels without an account?

Yes. Guest runs of Speaker Separation are free (2/day). You still rename Speaker 1 and review overlapping turns.

Does Meeting Summarizer take the recording?

No. Paste notes or upload a transcript (TXT, DOCX, VTT, or SRT). If you only have audio, label speakers first, then paste that transcript. Guest runs are free (5/day). Meeting Summarizer does not transcribe audio.

Does Invoice Processor categorize expenses or find duplicates?

No. It extracts vendor, date, amount, and line items from a PDF or image. You still categorize and spot-check. Guest runs are free (5/day).

Does AgentLeverage ship a live Contract Analyzer?

No. Contract Analyzer is not an enabled tool. After the investor or discovery call, Meeting Summarizer can recap notes (guest runs are free, 5/day). That is not contract review.

Is the labeled transcript a certified legal record?

No. It is a working labeled transcript. You still review. Do not treat it as a deposition or a signed agreement.

Do I need to adopt the whole stack?

No. Start with the job that is still missing notes tonight. For most people who show up here, that is labeling speakers.

Need to know who said what on the last investor call? Try Speaker Separation — guest runs are free (2/day). You still rename Speaker 1. Then recap with Meeting Summarizer (5/day) or extract a PDF with Invoice Processor (5/day).