I spend my days on sales calls.
I built SwitchDesk so the follow-ups from each one are waiting when the call ends. It’s new, so instead of logos, here’s what we’ve shipped.
For sales calls
AI note taker for sales calls on Mac, with no bot
Nothing joins the call: SwitchDesk records both sides on your Mac, then writes the notes and puts the follow-ups one click from your list.
14-day free trial
Before and after
Listen to the prospect. The follow-ups are one click from your list.
- Without it: Typing while you should be listeningWith SwitchDesk: Transcribed live, so you can listen
- Without it: A bot in the participant listWith SwitchDesk: It records on your Mac
- Without it: Re-listening to find the seat countWith SwitchDesk: Ask, and jump to the moment
- Without it: Remembering on Friday what you promised TuesdayWith SwitchDesk: The call’s follow-ups, one click from your list
Sam’s list in the Apricot theme after the call: the four Lumora follow-ups under Fernhill.
Shown in the Apricot theme
The four follow-ups from the Lumora kickoff, filed under Fernhill.One Lumora call
The Lumora kickoff, from the countdown to the proposal.
Sam is selling a pilot to Joe Raman at Lumora.
2:09 PM
2:09PM
A countdown to the Lumora kickoff, then one click to join.
Click “Open Meeting” on the pill and the call opens. With “Auto-record when opening a meeting” on, recording starts too.
On: Open Meeting starts the recorder too.
“Countdown before meetings” (Settings → Calendar) and “Auto-record when opening a meeting” (Settings → Meetings) stay off until you switch them on.
Wednesday, 2:09 PM: the setting “Auto-record when opening a meeting”, switched on, and the countdown pill with its Open Meeting button.
Meeting recorder
When a meeting starts, the pill offers Record — both sides of the call are saved locally on this Mac, transcribed live, and turned into AI notes in the Meetings window. The first recording asks for System Audio Recording permission.
2:26 PM
2:26PM
Joe, named in the transcript while you listen.
The call is transcribed live and nothing joins it: it’s Joe and you. When Joe says twelve seats, it’s on the record, so you can listen instead of typing.
Names come from Google Meet’s captions. On other call apps, lines are labeled “You” and “Them”.
Wednesday, 2:26 PM: a call window with two people, Joe Raman and Sam Rivera, the notepad with Joe named in the transcript, and the recording pill.A video call window with Joe Raman and Sam Rivera. No meeting bot in the participant list.
The SwitchDesk meeting notepad in the Black scheme during the Lumora kickoff call: your notes (Pilot: 12 seats, support team; Starts next month; Send revised proposal (Thu)) above live captions — Joe: “We'd want twelve seats to start, for the support team, starting next month.” Joe: “If the pilot goes well, we'd roll it out to all forty agents. Can you share the pilot pricing before then?” You: “Great — I'll send the revised proposal by Thursday.”.
The notepad's Ask panel during the call: "What did Joe say about seats?" — answered "Twelve seats to start, for the support team, starting next month — and all forty agents if the pilot goes well."
2:31 PM
2:31PM
→ Lands in your to-do list
The call ends with four suggested follow-ups.
Click “Add all” and the four follow-ups land in your list. Then send Joe the pilot walkthrough as a link: press “Copy Link” to try it.
The pointer and the rows landing: animation added for this page.
Wednesday, 2:31 PM: the end-of-call popup with four suggested to-dos, the share card for the Lumora pilot walkthrough, and the to-do list where the follow-ups land under Fernhill.SwitchDesk’s end-of-call popup for “Lumora kickoff”: 4 suggested to-dos — Send Lumora the revised proposal, Set up the pilot workspace, Share the pilot pricing with Lumora, Book a pilot check-in with Joe — each with an Add button, plus Not now and Add all. UrgentBlocked
All added
Recording Wednesday at 3:05 PMLumora pilot walkthrough
Preparing upload…Uploading 62%Ready to share · transcript readyNo connection — uploads when you're back online
Send Lumora the revised proposalFernhill
Set up the pilot workspaceFernhill
Share the pilot pricing with LumoraFernhill
Book a pilot check-in with JoeFernhill
The to-do list after Add all: the four Lumora follow-ups under Fernhill.
Thu 9:05 AM
9:05AM
Thursday
Before the proposal, ask what Joe said about seats.
Ask “What did Joe say about seats?” and the answer links 8:41 and 12:04 in the call. Click a time to jump to that moment.
Thursday, 9:05 AM: Ask about the Lumora kickoff answers what Joe said about seats, next to Today’s Todo with the revised proposal in progress.UrgentBlocked
Ask about one meeting: "What did Joe say about seats?" — answered "Twelve seats to start, for the support team, starting next month — and all forty agents if the pilot goes well.", citing 8:41, 12:04.
Today’s Todo on Thursday: “Send Lumora the revised proposal” in progress.
The tools
Notes on the call, a video after it, the email by voice
- Meeting NotesNotes in the same order every call: summary, decisions, action items. Ask any call what was said.Explore Meeting Notes →
- Create VideoSend Joe a 2-minute recap of the pricing instead of booking another call.Explore Create Video →
- Voice DictationHold Globe and talk the follow-up email. In Mail, “App-aware modes” lay it out as an email.Explore Voice Dictation →
The math
What a rep’s three apps cost, next to SwitchDesk.
Granola, Loom and Wispr Flow come to $41 a month.
What you’d payMonthly · per person
- Wispr Flow (dictation)$12.00 — replaced
- Granola (meeting notes)$14.00 — replaced
- Loom (screen video)$15.00 — replaced
- SwitchDesk Essential$12.00
Total
Monthly price, billed yearly where offered; Granola is monthly only.
Last checked
You keep $348 a year on Essential.
Pro is $18/mo, billed yearly, if you record more than 25 hours a month (about 50 half-hour calls).
Shipped recently
- SwitchDesk 1.0.3 (build 265)Meeting Automations activity now shows your five latest sends, with paging for the rest.
- SwitchDesk 1.0.3 (build 264)Ask for an email and get two or three drafts to choose from.
- SwitchDesk 1.0.3 (build 263)Voice commands fold away in Settings until you want them.
Sales-call questions
More in Help →Do prospects need to be told?
Yes. SwitchDesk doesn’t announce itself in the call, so tell people you’re recording. Laws vary by place.
Does it connect to my CRM?
Not directly: there’s no built-in CRM app. On Pro, a Zapier, Make or n8n webhook can send each call’s notes on to your CRM. Set it up in
Settings → Meeting exports.How many hours do I get?
Essential includes 25 hours of meeting notes a month, about 50 half-hour calls. Pro has no cap.
Is there an Ask quota?
Asking about one call is unlimited. Asking across all your meetings is 15 questions a month on Essential.