Changelog

A chat that gets things done, tickable action items, and share notifications

This release makes the chat do the work, not just answer questions. Answers now appear as they're written. The chat can rename, organize and share your recordings and meetings, and keep your action items up to date. Every summary now has an action item list you can tick off, and you get an email when someone shares a recording or meeting with you.

Answers that appear as they're written

Chat answers no longer wait behind an "Analyzing…" bubble. You see what the assistant is doing as it works: reading the meeting, searching your CRM, running a tool. Each step is ticked off as it finishes, and the answer appears word by word. If you reload the page mid-answer, the steps already done are still there and the answer still arrives.

Long questions about long recordings no longer time out, because answers are prepared in the background.

Ask the chat to do it for you

Every chat can now make changes in EffiClose when you ask, whether or not you've connected a CRM:

• Rename a recording (only your own view of it) or a meeting you organize.
• Organize folders: create a folder, put "this recording" in it, move or rename folders.
• Share a recording or meeting with teammates you name. Sharing from the chat only adds people and never removes anyone's access.
• Create and update signals and saved prompts, or apply a prompt to a recording.
• Add, edit and complete action items.

Everything the chat changed is listed under its answer in Done in EffiClose, with links, and the page updates immediately. The chat only acts on what you ask in your current question. It won't act on instructions it finds in a transcript or a CRM record, it never deletes anything, and each answer is limited to a handful of changes.

Action items you can tick off

Every recording's Summary tab now has an action item list extracted from the conversation: the task, who owns it and when it's due. Phrases like "by Friday" become real dates. Tick items off as they get done, and an "N open of M" counter keeps track.

• Your ticks are yours: if someone shared the recording with you, completing an item doesn't change the owner's list.
• The list updates live, after processing, after Regenerate summary, after a tick in another tab, or when the chat changes it.
• Older recordings get their list when you regenerate the summary.

You can also ask the chat "what tasks do I have from last week?" to see action items across all your meetings, filtered by period, owner or status.

Know when something is shared with you

When someone shares a recording or meeting with you, you now get an email with a direct link. You're only told when you actually gain access: re-sharing with someone who already has it sends nothing, and a meeting shared together with its recordings arrives as a single email.

We also fixed a long-standing issue where sharing a recording reset other viewers' own names for it and cleared their notes. Existing viewers now keep both.

A meeting chat that knows the whole series

For recurring meetings, the meeting chat now reads the current meeting and the ones before it, in date order. It works out how much of the series it can see and won't make claims about meetings it wasn't shown. Ask "what did we decide last time?" and it answers from the previous call. A chat on an older meeting no longer sees what happened in later ones.

The same applies during a call: /effi-chat can now look up earlier meetings in the series as well as the live conversation.

Searching meetings from the chat also got smarter. Ask about "Acme in September" or "last week's meetings", and each result shows the relevant part of its summary. Signal results can be filtered by the month the meeting took place.

A nudge to connect the right tool

If you haven't connected any systems and ask something only your CRM, tracker or notes app could answer, like "what stage is the Acme deal at?", the answer ends with a link to connect it. The link goes straight to the right integration where we can tell which one you meant.

More for your AI assistant

Everything the chat can do is also available to AI assistants connected to EffiClose over MCP. That includes renaming, folders, sharing with your team and managing action items, plus action items across meetings and signal results by date. API clients need the matching write permission for each.

Security improvements

• Meeting chats can be opened only by the person they belong to.
• Searching recordings by number returns only your own recordings.
• Starting or stopping the recording bot requires edit rights on the meeting.
• Chat answers are sanitized before display, so text from a transcript or CRM record can never run as code in your browser.

Fixes and polish

• Meetings that never left "stopping" are now finished automatically, and their recording is recovered when one exists.
• Relaunching the recording bot starts a clean session, so start and end times and durations are correct.
• Recordings stream again after processing.
• Invited colleagues in your own workspace get the meeting recording as participants.
• Linear tasks land in the right team, the agent finds existing Linear tickets before proposing new ones, and Airtable tasks go to the configured base.
• Changing a team or base during integration setup clears the selections underneath it, and optional selections can be skipped.
• A viewer can file someone else's meeting into their own folder, and fields they can't change are shown as read-only.
• Follow-up confirmations use the meeting's timezone.
• The live block clears when a meeting ends and keeps updating with the sidebar closed.
• The summary download picker appears as soon as documents are ready.
• Wide tables in chat answers stay inside the chat panel.
• Analytics charts keep zero values off the axis edge, and tooltips close when you toggle the legend.

Every CRM and tracker in one place, an AI agent after each meeting, and recordings shared across workspaces

This release is about the systems you already work in. Connecting a CRM or a project tool now takes a few clicks, and an AI agent reads every finished meeting and drafts the CRM updates and follow-up tasks it implies. You review them in one queue before anything is written. The chat can look things up in those systems too. Recordings now reach invited colleagues in other workspaces, and we rebuilt the platform underneath so recordings process faster and more reliably.

Connect your CRM and project tools in a few clicks

All integrations now connect through one managed sign-in flow. No API keys to copy, and your connection keeps working when tokens expire. This covers:

• CRMs: Salesforce, HubSpot, Pipedrive, Zoho CRM, Microsoft Dynamics 365 Sales and Close.
• Project and task tools: Jira, Trello, Asana, Linear, Microsoft To Do and Airtable.
• Notes: Notion.

When a connection doesn't go through, the integrations page now tells you why: you cancelled, the account lacks permission, or the provider refused. You don't get a silent return to the list. Each account can connect one CRM and up to two project tools, and the page explains the limit before you hit it.

An AI agent that reviews every meeting

When a meeting with external attendees ends, EffiClose now runs an AI agent over the call. It checks every participant against each CRM you've connected and proposes what's missing:

• updates to deals and opportunities, and notes on the right records;
• new Contacts or Leads for people who aren't in your CRM yet. Before proposing one, it checks that the person doesn't already exist;
• tasks in your project tool for what the meeting agreed, with owners and due dates counted from the day of the meeting, not the day the agent ran.

Closed opportunities are never edited. A proposed change to one is kept as a note.

One review queue for every CRM

The Salesforce review queue from the last release now covers every connected CRM and tracker. On the integrations page you can:

• filter proposals by CRM;
• see which rows will create a new record and which will edit an existing one;
• review proposed tasks with their title and destination project;
• retry a row that failed, with the provider's own reason shown;
• see when a row belongs to a system that's no longer connected, so it can't be applied by mistake.

During setup, each integration asks how much you want the AI to do: review everything yourself, or let confident changes go through automatically.

Ask the chat about your deals and tickets

The recording and meeting chats now search your connected systems as they answer. Ask "what stage is the Acme deal at?" or "is there already a ticket for this bug?" and the answer shows its sources and the records it found as cards you can open.

The chat can also suggest changes, such as updating a field, adding a note or filing a task in your tracker. These appear as confirmation cards and are only written when you approve them.

Recordings shared with colleagues in other workspaces

When you invite colleagues from another EffiClose workspace to a meeting, they now get their own copy of every recording of that meeting, already processed, with the transcript, summary and key takeaways. A banner shows who shared the recording and where it came from, and the recipient can decline it.

Meetings that someone else organized now show as theirs. Only the organizer can arm or launch the recording bot for them.

Know why the bot didn't record

If the recording bot couldn't record a meeting, the meeting page now shows the reason instead of a status stuck on "Pending". Meetings without a recording now say No recording.

Your own summary of a shared recording

Anyone with access to a recording can now regenerate their own summary without changing the owner's version.

Team management

• Owners see every invitation in the workspace, not only the ones they sent.
• Admins can cancel invitations they sent.
• Only owners and admins can invite people into a workspace.

Faster, more dependable processing

We merged the services behind EffiClose into a single platform. Recording processing, the bot, calendar sync, follow-ups, live notes, signals, document exports and webhooks now all run in one place, each with its own queue. In practice this means fewer stuck recordings, faster hand-offs between processing steps, and fewer moving parts that can fail.

Security hardening

• Error messages no longer contain internal details, and malformed requests get a plain error instead of a technical one.
• Rotating an API client secret now revokes every token issued with the old one.
• The chat list for a recording or meeting shows only your own chats.

Fixes and polish

• Search: recordings and meetings are found regardless of letter case, by meeting title, and by their new name after a rename.
• Analytics: charts keep points on the edges visible, tooltips stay next to their point, donut percentages add up to 100, the severity chart uses the same colours as the table, and a date range shows activity within that range.
• Chats: chats with a new reply move to the top of the sidebar, dates match between the header and the sidebar, message times are shown in your timezone, very long messages stay inside their bubble, and the 500-character limit applies everywhere.
• Meetings: the meeting page shows times in the meeting's own timezone, statuses refresh without a reload after the bot is sent, long descriptions stay in their column, and the dashboard keeps the Upcoming tab when you sort or pick a date range.
• Recordings: chunks recorded before the upload session opens are kept, transcript copy and download share one menu, and the playback highlight stays in sync with the transcript.
• Integrations: Trello hides closed boards during setup, Pipedrive and Linear connect reliably, a second click can't send the same CRM write twice, and Notion can be removed like any other integration.
• Reloading any page in the app keeps you on that page.
• Signing out and back in no longer keeps stale session cookies.
• Long meeting titles are accepted, and shared recordings can download their summary.

Encryption everywhere, Salesforce review queue, and word-level transcripts

This release is the security release. Every piece of meeting content EffiClose stores is now encrypted at rest, there's a tamper-evident audit trail behind it, and you can export or age out your own data whenever you want. On top of that: a Salesforce review queue that lets AI draft CRM updates while you keep the final say, transcripts you can export down to the individual word, and a meeting chat that remembers what you already asked.

Your meeting content is encrypted at rest

Transcripts, summaries, key points, chat messages, speaker names, prompts and their results, signals, and integration payloads are all encrypted in the database now — not just the backups or the disk underneath them. The same applies to the background jobs that carry that content while it's being processed, and to the detailed transcripts behind the public API.

Existing data was migrated in place, so nothing was left in the clear. Alongside it we moved every application secret into a managed secret store, added key rotation with a full re-encryption sweep, and stripped transcript text and personal details out of our own operational logs.

Download everything we hold on you

A new Download my data section in Account settings assembles a complete archive of your personal data — meetings, recordings, transcripts, insights, chats, and the media files themselves — and emails you when it's ready. The download link is short-lived, and the archive deletes itself from storage a week later.

Retention you can set per data class

Automatic data retention now has separate windows for recordings, meetings, and uploaded files, so a workspace can keep call records longer than raw uploads (or the other way round) instead of running everything on one clock. Deleting an account now also erases the copies of your data held inside connected integrations.

A tamper-evident audit trail

Sign-ins, integration connections and disconnections, admin actions, recording access, and organization deletion are now written to an append-only audit log and shipped to our monitoring pipeline in real time. Audit records are kept for a year — long enough to serve as compliance evidence — and can't be quietly edited or removed.

Hardened by default

Every response from the app and the API now carries a full set of HTTP security headers — strict transport security, clickjacking protection, a content security policy, and a tightened referrer policy. Live transcription streams from the browser and the desktop recorder are authenticated with short-lived, single-purpose tokens instead of long-lived keys.

Salesforce: AI-proposed CRM updates you approve

When a meeting with external attendees finishes, EffiClose can now read the call summary and propose the Salesforce updates it implies — opportunity fields, notes, and missing Contacts or Leads for the people who were on the call.

Nothing is written without your say-so. Proposed changes land in a new CRM Review queue on the Salesforce integration card, each with a confidence score and a clear before/after. From there you can:

• Approve a change to write it to Salesforce, or reject it.
• Revert anything already applied, straight back out of Salesforce.
• Apply all proposals above your confidence threshold in one click.
• Switch on auto-apply once you trust it, so confident changes go through without review.
• Turn on auto-create people to add missing Contacts and Leads for external participants.
• Restrict writes to the Opportunity Description only, if you'd rather AI never touched structured fields.

Word-level transcripts, and a Copy / Export button

Transcription now stores the exact start and end time of every single word, with speaker attribution and confidence. A new Copy / Export button on the Transcript tab lets you copy the transcript to your clipboard, download it as a plain .txt, or pull the full word-level timing data as .json for captions, clipping, or your own tooling. The detailed data is fetched only when you ask for it, so pages stay fast.

Meeting chat that remembers — and knows the clock

Ask a follow-up and the assistant now sees your earlier questions and answers, so "and what about pricing?" works without restating the whole context. It also reads a time-stamped version of the transcript, which means it can answer when something was said and point you to the moment in the recording. Both apply to chatting with a finished recording and to /effi-chat during a live call.

Downloads that are always there

Summaries, template results, and transcripts used to be downloadable only if the document had already been generated. Now the file is generated on demand the moment you click Download — including for recordings shared with you, on the meeting page, in the recordings list, and in quick view.

Meetings and recordings you can trust

• Missed meetings are labelled. A scheduled meeting that came and went without a recording now shows a clear missed status instead of sitting in "upcoming" forever.
• No more duplicate bots. If a meeting is already being recorded — even by someone in another workspace — a second join request reuses the active recording and tells you so, rather than sending a second bot into the room.
• Stop a recording from anywhere. The Stop Recording button on Upcoming Calls now opens the same stop dialog as the meeting page.
• Live summaries update instead of rewriting. During a call, the running summary and key points are extended as the conversation goes, so points you already read stop reshuffling under you.
• Owner-only controls. Joining, updating, and taking over a meeting are now restricted to its owner, and signing out clears your session cleanly across workspaces.

Fixes and polish

• Empty states on the Transcript and Speakers tabs, instead of a spinner that never ends.
• Recordings shorter than the minimum length are discarded rather than saved as empty entries.
• Meeting search now matches the meeting URL as well as the title.
• Folder renames stick, and folder-move and language-change toasts no longer fire twice.
• Analytics search matches partial event names.
• Long AI answers and signal results with unusual characters now save reliably.
• Microsoft calendar sync no longer aborts the whole run when one user's connection fails.
• Fixes to Google sign-in, Zoom callbacks, subscription details, resync progress, two-factor input messages, hashtag and timezone tooltips, and recording name display.

Downloadable reports, AI-assistant access, and live meeting chat

This release opens EffiClose up: take your meeting notes anywhere as polished documents, plug your workspace into the AI assistant you already use, and get answers from a meeting before it's even over. Under the hood, we rebuilt how integrations store their data for a faster, more dependable sync — plus the usual run of fixes.

Export summaries and transcripts as documents

Every meeting write-up can now leave the app as a proper file. Pick a full summary, short summary, key takeaways, a template result, or the raw transcript, and download it as a Word (.docx) or PDF document straight from the recording — ready to drop into an email, a shared drive, or a client report. A download button now sits right alongside each summary and transcript.

Connect EffiClose to your AI assistant

EffiClose now speaks the Model Context Protocol (MCP), so you can connect your workspace to AI assistants like Claude and ChatGPT. Once connected, your assistant can search and read your meetings, pull up recordings and their AI insights, review your usage analytics, and work with your saved prompts and signals — all scoped strictly to your own account and organization. Ask "what were the action items from yesterday's calls?" right inside your assistant and get answers from your real meeting data.

Chat with a meeting as it happens

Drop /effi-chat into a live meeting and ask a question on the spot — "what did we agree on pricing?", "what's still open?" — and get an answer built from the conversation so far. No waiting for the meeting to end and the recording to process.

Watch recordings process in real time

Recording status now updates live. When a recording finishes and moves through transcription and analysis, both the recordings list and the recording page refresh on their own — no more reloading the page to see whether it's ready. Updates stream directly to your browser as each step completes.

Faster, more reliable integrations

We moved all integration data — synced notes, suggestions, and sync rules — onto our primary database, retiring the separate store that used to back it. The result is quicker, more consistent CRM syncing and a simpler system with fewer moving parts to fail. Existing connections carry over automatically.

Sharper live transcripts

Live transcripts no longer jump the gun. We now wait for enough of the conversation before the AI weighs in, so early one-word fragments don't turn into guesses — you'll see a brief "waiting for more" state instead of an invented summary. Short-transcript and language handling got a tune-up too.

Fixes and polish

• Upcoming meetings now respect your timezone — the "today" and "upcoming" filters line up with your local day instead of the server's.
• Interrupted local recordings clean themselves up. A local recording left running is now automatically discarded after three hours, and resume, stop, and upload are blocked on a recording that's already timed out — so you never get stuck on a dead session.
• Reliability work on document generation, recording handling, and background jobs across the platform.

Live meeting notes, recording recovery, and smarter CRM sync

This release is all about the moments around your meetings — taking notes while they happen, never losing a recording that dropped halfway, and getting the right follow-ups into your CRM. Plus a long run of fixes across calendars, recordings, and integrations.

Live notes, with an AI assist

You can now write notes directly in the live meeting panel while the meeting is happening. They save as you type and stay attached to the recording once it finishes, so your own thoughts live right next to the transcript and summary.

When you're done, hit the enrich button and we'll lightly expand your shorthand into clear, structured notes — using the meeting's summary, key points, and transcript as context. Your words stay the source of truth; we just clarify the abbreviations and fill in the detail you didn't have time to write down.

Recover interrupted recordings

If your connection drops or you close the tab mid-recording, the recording is no longer lost. Interrupted local recordings are now detected, marked clearly as unfinished, and finalized automatically in the background — so a file that was already most of the way to storage gets completed instead of disappearing. Duplicate local recordings are prevented too, so a flaky moment doesn't leave you with two copies of the same meeting.

Calendar sync that respects your choices

A couple of frustrating calendar behaviours are fixed:

• Deleted meetings stay deleted. A calendar sync no longer resurrects a meeting you'd removed, and your "not joining" decision is preserved instead of being overwritten.
• Reconnection reminders. If your Google Calendar connection expires, we now email you a clear "reconnect your calendar" notice so syncing doesn't quietly stop.

More reliable Google Meet joining

The meeting bot now signs in to Google Meet through a proper single sign-on flow, making it more dependable at joining Google Meet calls.

Smarter CRM sync

We've shipped a wave of improvements to how meeting outcomes flow into your CRM:

• Note syncing for Salesforce, Close, HubSpot, Zoho, Pipedrive, and Dynamics.
• Notes can now be created per participant, and Pipedrive notes attach to both the contact and the deal.
• Deduplication so the same note doesn't get pushed twice.

Automatic data retention

Older meeting data is now cleaned up automatically on a rolling retention window, keeping each workspace lean and your data footprint predictable.

Fixes and polish

A large batch of smaller fixes landed alongside the headline features:

• The live transcript sidebar now closes and stops polling cleanly when a meeting ends.
• The "save recording" dialog no longer dismisses if you click outside it by accident.
• A new "show unfinished" filter on recordings, plus general cleanup of the recordings and meetings views.
• Deleting an integration now correctly re-checks your password and two-factor confirmation.
• Numerous registration, invite, billing, and notification screen refinements.

Public API and webhooks for video processing

You can now connect Efficlose to your own product. Generate an API key from your dashboard, send us a video, and we'll run it through the same transcription and speaker-detection pipeline that powers our in-app recorder — then notify your application as soon as it's ready.

Public API for videos

A single integration point accepts videos in whichever way suits your stack — a direct file upload, a file embedded in a request, or a link to a video you already host somewhere else. We take it from there and return the full transcript when processing finishes, including a clean, punctuated version and a speaker-by-speaker breakdown with timing.

You can also attach your own identifier to each upload, so you don't have to remember ours.

API keys and signing secrets

Creating an API client in Settings now gives you everything you need to integrate securely: a public key, a secret for authentication, and a signing secret for verifying our webhook notifications. All three are shown once at creation and can be rotated or revoked from the dashboard at any time.

Webhooks

When you send a video, you can tell us where to notify you. We'll send signed updates as processing progresses — when the upload is accepted, when the thumbnail and duration are ready, and finally when the transcript is complete. Failures get their own notifications too, so your application can react accordingly.

Every notification is signed so you can verify it's genuinely from us before acting on it.

API section in Settings

The Settings area now has a dedicated API section with two tabs: one for managing your keys and one for viewing every video uploaded through the API, complete with status, progress, and webhook delivery state. A new "Send test webhook" action lets you verify your receiver before going live.

Dedicated API documentation

The public API has its own documentation site, separate from our internal docs, so you only see what's relevant to your integration.

Same pipeline as in-app recordings

Videos sent through the API run through the same transcription and speaker-detection pipeline as recordings made inside Efficlose, so quality is identical. API videos stay out of the in-app library to keep workspaces clean.

AI model upgrades

We've also upgraded the language models that power transcript prettification, theme detection, and meeting signals. You should see a quality bump across the product without changing anything yourself — cleaner punctuation in transcripts, and more reliable themes and signals on longer meetings.

Browser recording and admin analytics

You can now record meetings straight from the browser, with live transcription streaming as you go. The desktop app already does this; the browser just caught up.

Alongside that, this release adds an admin analytics area, a first-run onboarding tour, and a long list of smaller fixes across recordings, meetings, chat, and folders.

Local recording in the browser

• Record from any modern browser. No desktop app, no meeting bot.
• Live transcription works the same way it does in the Electron desktop app.
• Microphone and tab/screen audio get mixed together, so both sides of the conversation end up in the transcript.
• Uploads happen progressively while you're still talking, so Save is basically instant.
• The active meetings list updates the moment a recording starts.

Admin analytics

Owners and Admins get a new section with tenant-wide visibility.

• KPI cards, category breakdowns, and severity-over-time charts.
• An Interaction Analysis tab with severity-coloured findings, filters by category and severity, a "reviewed only" toggle, and a side drawer where you can Confirm or Reject each finding with the evidence right next to it.
• A single-user activity view for drilling into one teammate's usage.

Guided onboarding tour

First-time users get walked through the core surfaces of the app. Less hunting around on day one.

Other additions

• Stop a meeting directly from the meetings list.
• A "Do not join recording bot" toggle, per meeting.
• Recent languages in the language picker, so you don't scroll every time.
• Create a folder from the upload popup without leaving the modal.
• "Copy as Markdown" on AI chat messages — meetings page, recording chat tab, and standalone Video Chat.

Fixes

Recording flow:

• No more duplicate uploads when a recording was already uploaded in the background.
• The Save button reliably appears when a recording is ready to save.
• Cancelled recordings get cleaned up properly instead of leaving orphans behind.
• The save flow no longer runs if you cancel mid-recording.
• Recording titles are auto-filled with today's date when the save dialog opens.
• Seeking and scrubbing work for both local and bot recordings.
• New recordings show up in the Recordings tab immediately after saving.
• A flaky connection at recording start no longer blocks the next recording.
• Web-app recordings are attributed correctly in analytics.

Chat and copy:

• The "Copied" indicator on Markdown copy buttons actually shows up now, across the meetings page, Video Chat, and the Recordings chat tab.

Navigation:

• The "Open recording" link in the admin Interaction Analysis drawer opens the right page, with matching button wording.

Other:

• Older timezone names are normalised before being sent to the server.
• Folder tree handling is tighter, so parent and child relationships display correctly.
• The usage widget stops showing a misleading "used / 0" bar when there's no limit. It now says "no limit" instead.
• Various desktop and web UI cleanups.

Beta Launch 🚀

🚀 We're thrilled to announce the beta launch of Efficlose! This is just the beginning of our journey, and we're excited to have you along for the ride.

Thank you for being an early adopter and helping us shape the future of our platform. Your feedback during this beta phase is invaluable! ✨

What to expect:

• 🎯 Core features ready for you to explore
• 🔧 Regular updates and improvements based on your feedback
• 💬 Direct line to our team for support and suggestions

We can't wait to see what you'll accomplish with Efficlose. Let's build something great together! 🙌