Handwritten notes, into Salesforce the same day
Handwritten meeting notes often stay in a notebook and never reach Salesforce. This demo shows a producer uploading a photo of a handwritten page, and Photo Notes, an Agentforce agent, turning it into text to check, then suggesting ten records matched to the client, its deals and its people, saved with one click.
Overview
This workflow is for agency producers who take meeting notes by hand. Handwritten notes stay in a notebook, and typing them up takes time, so the meeting, the follow-ups and the new contact often never reach Salesforce.
What you'll see
On the client's page, the producer opens the Field Notes tab and uploads a photo of the page written at the meeting. The AI turns the handwriting into text the producer can check and correct; words that were crossed out are marked and left out. The producer then asks for suggestions and gets ten, each matched to the client, its deals and its people. They include a follow-up task and the deal's next step to send a formal proposal by a set date, a new contact with an introductory call, and a cyber cross-sell ask. Stage-change suggestions start unticked, and only checked suggestions are saved. The producer clicks Save, and the screen lists everything saved. The video then shows the follow-ups on the client's activity, the new contact with title and email, and the deal's next step.
How it works in Salesforce
Photo Notes reads the page image (PDF scans are also supported), produces an editable transcript, and then reads that transcript alongside the account's people and deals to propose records. It writes nothing until the producer saves; then it creates standard Salesforce records owned by the producer, such as tasks, events, contacts and the deal's next step. The Field Notes tab and the proposal screen are PS Advisory configured components.
Where people stay in control
The producer checks and can correct the transcript, chooses which suggestions to keep, and saves them with one click. Stage changes are never ticked by default. Nothing goes into Salesforce without the producer's check.
Configured for your organization
PS Advisory provides Photo Notes as a foundational agent in its Agentforce for Insurance accelerator, so you start from a working pattern rather than from scratch. It is configured for your Salesforce org, including the kinds of records it can suggest and which suggestions start ticked.
Live Salesforce screens. Client data and notes are simulated.