Knowledge Base

Pipedrive Nova helps you prepare for meetings, transcribe conversations, and review follow-up actions all from one place. By automating meeting preparation and CRM updates, Nova reduces manual work so you can focus on building customer relationships and closing deals.

Before each meeting, Nova generates an AI-powered briefing using your CRM data, emails, calendar, and recent activity. During the meeting, the AI Notetaker joins as a visible participant to transcribe the conversation. After the meeting, Nova generates a summary, identifies follow-up actions, and suggests CRM updates for you to review before saving.

With Pipedrive Nova, you can:

• Prepare for meetings with AI-generated briefings
• Transcribe meetings automatically with the AI Notetaker
• Review post-meeting summaries, action items and suggested CRM updates
• Manage participant consent for meeting transcription
• Share feedback to help improve Nova’s suggestions

What Nova does

Nova supports every stage of the meeting lifecycle, from preparation and transcription to post-meeting follow-up. Here’s an overview of what you can do with Nova.

Prepare for meetings

Before a meeting, Nova generates an AI-powered briefing using deal context, organization information, contact history, and recent activity from your Pipedrive CRM, helping you arrive prepared.

Transcribe meetings

Nova’s AI Notetaker joins your Google Meet, Zoom, or Microsoft Teams meetings as a visible participant to automatically transcribe them.

Review post-meeting actions

After a meeting, Nova generates a summary, identifies follow-up actions, and suggests CRM updates for you to review before applying.

Manage participant consent

Nova can notify participants that a meeting will be transcribed and allow them to provide or decline consent before the meeting.

For detailed instructions on these features, see Meetings with Nova.

Where Nova fits into Pipedrive

Nova opens in its own tab, separate from the main Pipedrive interface. It brings meeting preparation, transcripts, and AI-generated suggestions together in one workspace without changing how you manage your CRM.

Nothing Nova suggests is applied automatically. Suggested CRM updates and meeting debriefs are only saved to your deals, people, or organizations after you review and approve them. Until then, your existing CRM data remains unchanged.

You don’t need to choose between working in Pipedrive and Nova. Continue managing your pipeline and records in Pipedrive, then switch to Nova when you want to prepare for a meeting, review a transcript, or apply AI-generated suggestions.

Give feedback

Your feedback helps improve Nova. Throughout Nova, you can rate AI-generated content using the thumbs-up and thumbs-down controls. Feedback is available for features such as pre-meeting briefings, post-meeting summaries, and CRM update suggestions.

To submit more detailed feedback, click your username in Nova and select “Share feedback.”

You can include additional details when submitting feedback. Your input helps the Pipedrive team improve Nova and its AI-generated suggestions over time.