Create an engagement
Start a client opportunity from a transcript, meeting notes, or a summary.
Create an engagement when you want to turn a sales conversation into a document draft.
Choose the input type
Choose Full transcript when you have speaker turns, timestamps, or a complete call record. Choose Meeting summary when you have notes from tools like Fathom, Google Meet notetaker, Granola, Otter, Fireflies, or your own summary.
Supported transcript files
New engagements accept PDF, TXT, Markdown, DOCX, SRT, VTT, and JSON transcript files. You can also paste transcript or summary text directly.
Required customer company
InkDraft requires the customer company name before continuing. Use the legal or commonly used customer name you want reflected in drafts.
Optional research links
Add a prospect website or LinkedIn profile when you want InkDraft to use public company context. Leave both fields blank when you only want to use the transcript or summary.