DocsGet started: During a meeting recorded with the Desktop Notetaker, click on the island open Taylor and ask “What action items have we agreed on so far?” or “Give me a quick recap to read out before we finish.”
Get started: Follow the instructions here to connect Claude and Taylor
New Tool Audit shows everything Taylor has accessed or changed in your connected tools, through chats and workflows, with a timestamp on every action. Leaders and admins can see it across the whole team. AI you can actually govern, not a black box.
Get started: go to Settings → Tool Audit in Grw.
You now decide what goes out when you share a recording externally: include the transcript, the meeting summary, both, or neither. Insights stay internal. You can also drop an external recording link straight into CRM notes synced to HubSpot or Salesforce, so colleagues without a Grw login can still watch the call.
Get started: click Share on any meeting page and use the toggles. To add recording links to CRM notes, go to Settings → Notetaker → CRM sync → Recording link in synced notes.
Taylor can now create PDFs, presentations, charts and reports right inside Grw, or as a step in a workflow. Point her at your logo and colours and she returns something branded and ready to send, like a customer proposal, not a draft you have to format.
Get started: tell Taylor what you need. For example: "Create a proposal PDF for this customer using our branding and the notes from our last meeting."
Get more from your CRM connection with new extension integrations for HubSpot and Salesforce.
• Automatically sync Notetaker meeting summaries to HubSpot or Salesforce • Ask Taylor to find and work with HubSpot leads directly in chat
Get started: Go to Settings → Integrations, connect the HubSpot or Salesforce extension.
The Grw Desktop Notetaker is now available for Windows and Mac.
It records calls in the background without a bot joining, while still capturing the notes, summaries, and action items you need.
• Get started: Go to Meetings in Grw, click Download Desktop Notetaker, slide the button across, and select Windows or Mac.
Grw now integrates with even more of the platforms your team uses, including Box, Amplitude, SharePoint, and more. These integrations give Taylor access to more of the context she needs to help you get work done.
Get started: Check out the full list of Grw integrations to see what you can connect. Don’t see a platform you need? Reach out to us and we’ll look into adding it.
Taylor is now available in Microsoft Teams. DM her directly or @mention Taylor in a channel to ask about accounts, customer context, meeting prep, and more.
Workflow updates can also be delivered to Teams, so you can ask follow-up questions where the brief arrives.
Get started: An admin can connect Teams from Settings → Integrations in Grw.
Meeting recordings now include preview images in your recordings list and player, making it easier to find the right call at a glance.
Get started:Â Open your recordings to see the new previews, or share a recording link to see the meeting title and summary automatically included.
You can now leave comments directly on call recordings, making it easier to discuss specific moments with your team. Add a comment at the exact point in the recording you want to reference and @mention a teammate to bring them into the conversation.
Get started:Â Open any recording, navigate to the moment you want to discuss, and add a comment. Type @ to mention a teammate and notify them.
Meeting summaries can now automatically sync to the right contacts, companies, and opportunities in your CRM.
After each meeting, Grw automatically saves an internal summary note and a link to the recording in your CRM, giving your team visibility into what was discussed without the need to manually copy notes.
To enable: In Grw, go to Company → Settings → Calendar & Notetaker → Meeting Summary Sync and enable the CRM sync options
You can now cut a clip from a recording, stitch a few clips together, and share a link that plays only the moment you picked. Or ask Taylor to find it for you: "clip where Emily talked about their renewal timeline and send me the link."
Pick the moment from the transcript and send the 60 seconds that matter rather than the 45 minute recording. Every clip is saved, and comes with the quote and timestamp so you can check it before you send.
Get started:Â open a recording, select the moment from the transcript, and share the link. Or ask Taylor.
The new Grw Desktop Notetaker records calls in the background without a bot joining the meeting, creating a more natural experience for your prospects and customers.
With Desktop Notetaker, calls that may have been missed due to bot restrictions or meeting platform limitations are now captured automatically, so you always have access to notes, summaries, and action items.
Get started: Go to Grw → Meetings and click "Download Desktop Notetaker."
Desktop Notetaker is currently available for Mac, with support for Windows coming soon.
We’ve introduced new Salesforce and HubSpot personal integrations. Taylor now inherits the permissions of each connected user, ensuring CRM access remains aligned with the permissions they already have in Salesforce or HubSpot.
These integrations also expand the range of CRM actions Taylor can support and add the ability to work with CRM reports and custom objects.
We recommend upgrading to the new personal connection, as the legacy connection will be deprecated in the coming months. The upgrade takes less than a minute.
Get started: Go to Integrations → Salesforce or HubSpot → Personal Connection, click +, and sign in.
Workflows let you automate repetitive tasks by having Taylor take action automatically on a schedule or when key events occur, such as a call ending or a deal changing stages.
Popular workflows include drafting follow-up emails after calls, surfacing stalled deals, alerting teams when important deals progress, and automatically preparing account research and meeting briefs before customer conversations.
Get started: Go to Workflows → + New Workflow and choose a template or describe what you want in plain English. Taylor will build it for you.