Access Meeting Assistant Evo

Conversations to CRM, done automatically

A meeting assistant that doesn't just listen. It acts. Tasks created. CRM updated. JDs drafted. Follow-ups sent. Workflows triggered.

Start your trial

%

of your data is untapped (IDC)

hours

lost weekly per recruiter to data entry (Monday.com)

%

say getting info from colleagues is difficult (Iterators workplace survey)

What Is Evo Meeting Assistant?

Evo Meeting Assistant is recruitment-specific meeting intelligence software that connects directly to your existing CRM. Unlike generic transcription tools that create another data silo, Evo Meeting Assistant sits within the Access Recruitment ecosystem feeding conversation insights straight into candidate and client records.

The platform records video and audio calls from Microsoft Teams, Google Meet, and Outlook calendar events. It then extracts structured information such as candidate availability, salary expectations, client requirements, and follow-up actions and maps these directly to CRM fields. Your consultants spend less time on admin and more time building relationships.

Works inside your existing tools

No new applications to learn. Evo Meeting Assistant operates within Microsoft 365 and Google Workspace environments your team already uses daily.

Data stays in your ecosystem

Meeting recordings and transcripts remain within your Access environment. No third-party storage, no additional security risks, no compliance gaps.

Structured output, not transcripts

Generic notetakers produce long text files. Evo Meeting Assistant delivers organised data fields your CRM can use. Ready for reporting, searching, and actioning.

It's not another notetaker. It's the missing link between your meetings and your CRM. Every call, every insight, every follow-up action captured automatically and pushed straight into the systems your team already uses. No copying. No pasting. No 'I'll update that later.'

Tom Vose

Why standard meeting tools fall short for recruitment

Plenty of third-party apps today promise AI summaries. But recruitment agencies face unique challenges these generic solutions cannot address.

COMMON CHALLENGES

HOW EVO MEETING ASSISTANT RESPONDS

Hours lost to manual CRM updates

Recruiters spend significant time typing up meeting notes and entering details into candidate or client records - time better spent sourcing and placing.

Automatic field population

Key details from every conversation flow directly into your CRM. Structured fields update in real time with consistent data quality across the team.

Fragmented data and security exposure

Third-party transcription services store sensitive candidate information outside your controlled environment, creating compliance blind spots.

Native integration, no external storage

All data remains within your Access ecosystem. Enterprise-grade governance, audit logging, and compliance controls come built in.

Knowledge walks out the door

When consultants leave, years of client relationships and candidate insights disappear. Meeting notes sit in personal folders or vanish entirely.

Searchable conversation history

Every interaction is indexed and linked to the relevant CRM record. New team members can quickly understand client history and candidate context.

How Evo Meeting Assistant works for recruitment teams

Evo Meeting Assistant handles the entire workflow from scheduling to CRM update, without requiring consultants to change how they work.

Never lose context from a client or candidate call again

Every conversation is captured automatically across Microsoft Teams, Google Meet, and Outlook. No setup, no manual work, no missed details.

Works with Microsoft and Google ecosystems
Zero manual intervention required
Audio and video call support

Turn conversations into CRM-ready data instantly

Stop wasting time reformatting notes. Key information is extracted automatically and populated as structured, searchable records in your CRM.

Auto-populated CRM fields
Client intelligence captured
Action items and follow-ups tracked

Keep sensitive client data secure and compliant

Your meeting data stays within your Access environment, protected by the same security, governance, and compliance standards you already trust.

Data ownership and control
Audit trails and compliance logging
Role-based access controls

Get insights that actually help you recruit

Summaries are built for recruitment workflows, not generic transcripts. You get candidate qualifications, client requirements, and deal progression notes, not a wall of text.

Candidate qualification insights
Client requirement extraction
Deal progression notes

Access every conversation without leaving your CRM

No context switching, no data exports. Meeting data is embedded directly in Access Vincere Evo, Access Attract Evo, and Onboarded, right where your team already works.

Embedded directly in your workflow
Consistent data across all Access products
Single source of truth

Let your meetings trigger the next step automatically

Follow-up tasks, candidate updates, and client notifications happen without you lifting a finger. Meeting intelligence drives your workflow forward in real time.

Automated follow-up task creation
CRM record updates in real-time
Pipeline progression triggers

Get early access to our embedded meeting intelligence

Join the beta program and be among the first Access customers to turn meetings into workflow execution.

Join the waitlist

Why Australian and New Zealand recruitment agencies choose Evo Meeting Assistant

Evo Meeting Assistant was developed for recruitment professionals who need more than basic transcription, teams who want meeting intelligence that improves operational outcomes.

Immediate productivity gains without disruption. The platform replaces manual tasks rather than adding new processes. Consultants see value from day one without extensive training or behaviour change.
Consolidates tools rather than adding another. Recruitment leaders want fewer point solutions, not more. Evo Meeting Assistant extends your existing CRM investment rather than creating another disconnected system.
Standardised data quality across your team. Eliminate inconsistent note-taking styles. Every conversation follows the same structure, making reporting accurate and handovers seamless.
Designed for Microsoft-first workplaces. Deep integration with Teams, Outlook, and the broader Microsoft 365 environment means no friction for consultants who live in these applications.
Enterprise governance for regulated industries. Complete audit trails, compliance logging, and data retention controls address enterprise procurement requirements and industry regulations including Australian Privacy Principles.

Built for teams like yours

Reclaim hours each week by eliminating manual note-taking. Every candidate screening and client briefing is captured and filed automatically.

Gain full visibility into client conversations across your desk. Review call insights to coach performance and spot opportunities others might miss.

Strengthen CRM data hygiene and meet compliance obligations. Reduce manual entry errors and enforce documentation standards organisation-wide.

Deploy a security-first solution that integrates with your existing Access investment. No new vendors, no separate contracts, no additional risk assessments.

FAQ

What video conferencing platforms does Evo Meeting Assistant support?

Evo Meeting Assistant integrates with Microsoft Teams and Google Meet. It also captures calls scheduled through Outlook calendar. Support for additional platforms is on the roadmap.

Which CRM systems does it connect to?

Evo Meeting Assistant is designed for the Access Recruitment ecosystem, including Access Vincere Evo. Data flows directly into candidate, client, and job records within your existing CRM environment.

Where is my meeting data stored?

All recordings, transcripts, and extracted data remain within your Access environment. There is no third-party storage, your information stays under your control with enterprise-grade security.

Is Evo Meeting Assistant suitable for Australian Privacy Principles compliance?

Yes. The platform includes audit trails, access controls, and data retention settings that support compliance with Australian Privacy Principles (APPs) and enterprise procurement requirements.

Do my consultants need training to use it?

Minimal training is required. Evo Meeting Assistant works automatically in the background, consultants continue using Teams or Meet as normal, and insights appear in the CRM without manual steps.

When will Evo Meeting Assistant be generally available in Australia and New Zealand?

The product is currently in beta. Register your interest above to be notified when general availability launches for the ANZ market.