Tasks go where your team already works.
Action items from every meeting flow into your task app, project tool or CRM, with the right owner, due date and a link back to the meeting. Status syncs both ways.
Everything Task Sync takes care of.
Task and project tools
Asana, Jira, Trello, ClickUp, Linear, Notion and Monday.com.
CRM updates
Log meeting notes and next steps on the deal in HubSpot, Salesforce or Zoho CRM.
People mapping
Each attendee is matched to their account in the connected tool, once.
Two-way status
Close a task in your tool and it closes in Nascorne, and the other way round.
Routing rules
Send sales tasks to the CRM and delivery tasks to the project board automatically.
Email and calendar
No task tool? Owners get tasks by email and can add them to their calendar.
How Task Sync works
Set it up once. It runs in every meeting after that.
- 1
Connect a tool
Sign in to your task app or CRM from Nascorne settings.
- 2
Set the rules
Choose the project, board or pipeline each type of meeting sends to.
- 3
Let it run
Tasks appear in the right place within seconds of the meeting ending.
Sales teams
The CRM is updated before you are back at your desk
After a client call, Nascorne adds the summary to the deal, logs the next step, and flags deals that have gone quiet. Pipeline reviews start with clean data.
- Summary added to the deal record
- Next step and follow-up date set
- Stale deals flagged for the owner
Project teams
Tasks land on the right board with the right person
Delivery tasks go to the project board, tagged with the client and the meeting they came from, so nothing needs to be copied by hand.
- Board, list and label rules
- Meeting link on every task
- Due dates and assignees carried over
"This meeting is being recorded by Nascorne Notes. Anyone can ask to stop."
Client review - Sunrise Hotels
11:30 · Google Meet
Sprint planning
14:00 · Microsoft Teams
Boardroom: Q3 budget
16:00 · In-room, phone
1:1 with Ankit
17:30 · Zoom
About Task Sync
Asana, Jira, Trello, ClickUp, Linear, Notion, Monday.com, HubSpot, Salesforce and Zoho CRM, plus email and calendar for everyone.
Each person can connect their own account. Admins can also connect a workspace-wide account.
It is included on Boardroom and Auditorium plans. Huddle sends tasks by email.
Invite
20
meetings, free
- Your next meeting
- Online or in the room
- Your whole team
You're invited
Record your next 20 meetings free.
Agenda
- 1Nascorne joins and tells everyone it is recording
- 2Notes written in English and your team's languages
- 3Every action sent to its owner with a due date
- 4Decisions logged and searchable from day one