In case anyone is interested, we have largely solved this as I suggested above. We have made NotebookLM the single source of truth. We are using Zappier, Tray and other tools to get data from the call recording tool, the CRM, Slack channels, Google Docs, Notion pages, ... It can be updated every time you open it, and then we can query the deal, anything from specific questions about specific meetings, to high-level strategy analysis.