In this series, we talk with the founders and CEOs behind the top AI notetaking tools to learn how they’re built, what they do best, and how they fit into real sales and CS workflows.

In this video, we sit down with Woody Klemetson, founder of AskElephant.

Watch to see how AskElephant powers custom AI agents, prepares for meetings with data from HubSpot and the web, syncs custom HubSpot fields, detects deal risks, and supports seamless handoffs across sales and onboarding teams.

Meet AskElephant

Woody Klemetson started AskElephant after years of consulting for companies that wanted help pulling insights from sales calls. He was often paid to listen to call recordings and summarize what happened, which felt slow and repetitive. He realized there was valuable information trapped in those conversations, but no simple way for teams to capture it and put it to work.

Woody wanted to help customer-facing teams focus on their customers instead of juggling dozens of tools. That idea became the foundation for AskElephant, which blends meeting data, HubSpot records, and web research into custom AI workflows that match how each team works.

Since launching, AskElephant has grown into a platform that helps sales and success teams prepare for meetings, keep HubSpot updated, and spot important signals in calls. Woody and his team continue to expand the tool’s AI capabilities and have recently raised a $6M seed round to fuel further development.

Feature highlights

Meeting prep with web and HubSpot insights
AskElephant helps users get ready for meetings by pulling in data from HubSpot, past conversations, and public web research. It can also analyze someone’s online presence to suggest personality traits, giving reps an extra layer of context for how to approach the conversation.

Custom HubSpot field updates
Teams can choose which custom fields in HubSpot they want AskElephant to update automatically after calls, emails, or meetings. This keeps CRM records current without needing manual data entry.

Personalized meeting summaries
AskElephant generates meeting summaries that users can customize to match their style and preferences. Summaries are saved as HubSpot notes by default, but specific details can also be pushed into other records with a single click.

Action-driven follow-up
AskElephant identifies action items from conversations and helps users follow up quickly. AI agents can draft emails, create notes, or send updates into HubSpot, which saves time and reduces context switching.

Deal monitoring and coaching
Managers can use AskElephant to monitor calls for missed objections or other deal risks. The system sends alerts and suggestions for coaching, helping leaders support their teams before issues affect deals.

Competitive intelligence tracking
AskElephant can run regular web searches to track new competitors or market changes. Teams stay informed without spending hours on research.

Why AskElephant stands out

AskElephant is built for teams who want AI to help beyond notes and summaries. It focuses on running custom AI agents that take action, keep HubSpot up to date, and help teams work smarter. It also offers unique features that set it apart from other notetakers.

What makes it different:
→ Personality insights that guess a prospect’s style based on public web data
→ AI agents that spot missed objections in sales calls and notify managers to help save deals
→ Workflows that combine details from multiple calls into one onboarding summary
→ Agents that draft follow-up emails and push updates into specific HubSpot records
→ Competitive monitoring agents that scan the web and report new market activity

One thing we loved:
We were impressed that AskElephant can pull details from several calls and produce a single onboarding summary. It saves teams from digging through separate notes and helps keep handoffs smooth and accurate.

Try AskElephant for yourself

AskElephant focuses on building custom agentic workflows tailored to each team’s needs, so getting started begins with talking to their team.

You can visit askelephant.ai to request a demo and see how it can fit into your sales and onboarding processes.