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 dive into UpdateAI with founder and CEO Josh Schachter.

Watch to see how UpdateAI helps revenue teams turn customer conversations into structured notes, stakeholder profiles, and automatically discovered themes, fully integrated with HubSpot

Meet UpdateAI

UpdateAI was designed for customer-facing teams navigating nonstop meetings and growing account lists. From the beginning, founder Josh Schachter focused on making it easier to capture and organize insights from those conversations, starting with customer success teams and quickly expanding across the full revenue org.

The product begins with fast, structured meeting recaps, but the value doesn’t stop there. UpdateAI automatically generates stakeholder profiles, rolls up themes across accounts, and helps teams track risks, feedback, and opportunities without extra manual work. With a native HubSpot integration, those insights get pushed straight into your CRM, keeping sales, CS, marketing, and product teams aligned.
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Feature highlights

Structured notes your team will actually read
No long paragraphs to sift through. UpdateAI gives you clean, bullet-style recaps with action items, risks, product feedback, and decisions, organized the way customer-facing teams actually work.

Stakeholder profiles, without the guesswork
Every contact gets a smart profile with inferred decision-maker status, communication style, and past asks. Great for smoother handoffs and more relevant follow-ups.

Themes across accounts, with zero setup
UpdateAI spots patterns across your customer base, like recurring product requests or churn signals, and clusters them automatically. No manual tagging or tracker setup required.

Plug in your sales or success framework
Use MEDDIC, SPICED, or your own format. UpdateAI fills in the details from the call and syncs them straight into HubSpot or Salesforce. Notes stay consistent and useful.

Follow the topics that matter most
Subscribe to things like pricing objections or feature gaps. Get a stream of relevant clips as they come in, perfect for product, marketing, and enablement teams.

Control what you share (and who sees it)
Create shareable recaps and clips with flexible permissions. You can restrict by email, set expiration dates, and toggle which details are visible.
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Why UpdateAI stands out

UpdateAI was originally built for customer success teams, and you can tell. It’s packed with features that help CS teams track what’s happening across customer conversations, spot risks early, and share insights with the rest of the business. Over time, it’s expanded to support other use cases, from sales to onboarding to account management. But that original CS focus means the depth of customer-specific insight and structure here is stronger than what we’ve seen in almost any other tool.

What makes it different:
→ Purpose-built to capture and categorize themes like risks, product feedback, and growth opportunities
→ Automatically generates stakeholder profiles, including inferred roles and communication styles
→ Helps CS and onboarding teams see a full history of conversations at the account level
→ Tracks recurring themes across your portfolio without needing custom trackers or setup
→ Works across sales, success, marketing, and product, and syncs seamlessly to HubSpot

One thing we loved:
UpdateAI’s automatic theme detection is especially powerful for customer success teams. Without any manual work, it shows you what customers are saying and makes it easy to share those insights with the right people.
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Try UpdateAI for yourself

UpdateAI offers a free two-week trial so you can see how it works with your own calls. You’ll get access to all the key features, from structured recaps and stakeholder profiles to account rollups and theme detection.

You can sign up at update.ai or reach out to CEO Josh Schachter directly at josh@update.ai for a special offer if you’re coming from another AI Notetaking tool.