Use cases
Help in the call. Notes that match the job.
Observer is an AI meeting companion for sales calls, interviews, recruiting, and everyday meetings. A Playbook is how you change the buttons and the notes for that conversation, from a template or one you write.
Any live call
Join Zoom, Meet, Teams, or Slack. Start a meeting in Observer. Reply, Recap, or ask a question while people are still talking. No bot joins the call.
Notes when it ends
End the session. Observer writes notes from the active Playbook’s headings, saves the transcript, and keeps the chat. Edit, rewrite, or send to Notion.
Your meeting type
Sales, interviews, recruiting, standups, lectures, or something that is not in the list. Templates cover the common ones. A custom Playbook covers yours.
Templates
One Playbook per kind of meeting
Each template ships a prompt, Quick Actions, and note headings for that meeting type. Open one to see the difference.
When you are the candidate
Interview
Keep your resume and the job description in context, and leave with clean notes on every round.
Observer looks for the questions asked, what you covered, and good questions to ask the team.
In the call
Interviewer
Walk me through how you would design a notification system that can retry failed deliveries.
You
I’d start with the failure modes: timeouts versus poison messages.
Ask Them
Ask: “Is there an existing queue the team relies on today, or is notification delivery greenfield?” It shows you are designing around their constraints, and the answer tells you which failure modes matter most to them.
Notes after the call
Headings from this Playbook. That is why a sales recap and a standup are not the same document.
- 1Interview Context
- 2Questions Asked
- 3Answers and Examples Given
- 4Strengths and Weak Spots
- 5Follow-Up Prep
Typical PDF: Resume + job description
Custom Playbooks
Not on the list? Write your own.
A customer onboarding, a board update, a support escalation: create a Playbook for that workflow.
Setup detail is in the Playbooks and Quick Actions guides.
How it works- 01
Open Playbooks and click New.
- 02
Write the prompt: your role, the goal, and how Observer should answer.
- 03
Attach a PDF if the call depends on one: a brief, a contract, a runbook.
- 04
Add Quick Actions from the catalog, or write your own (name, prompt, and whether it reads the transcript, the screen, or the web).
- 05
Set the note headings so the document after the call matches this meeting, not a generic recap.
- 06
Set it active. Switch from the session menu if the next call is different.
Start from a template. Or write your own.
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