Meeting Intelligence

Every meeting turns into
action

We set up AI systems that record your meetings, generate structured summaries, extract action items, update your CRM, and push tasks to your project tools. No more "what did we agree to?" moments.

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Meeting SummarySales Call with Acme Corp
Transcript

Jordan: So we're aligned on the $50K budget for Q3?

Sarah: Yes, and let's target August 15th for launch.

Jordan: I'll send the revised proposal today.

Action Items
Send revised proposal to Acme CorpJM
Schedule follow-up demo for FridaySR
Update CRM deal stage to NegotiationJM
Decisions
Budget approved at $50K for Q3 pilot
Launch date set for August 15th
Follow-ups
Check in with legal on contract terms
Share ROI calculator with prospect
The Problem

Your meetings produce conversations,
not results.

💨

Meetings Disappear Into Thin Air

You had a great conversation. Three days later, nobody remembers what was decided or who’s doing what.

📝

Note-Taking Is a Full-Time Job

Someone’s always scrambling to take notes instead of participating. And those notes end up in a doc nobody ever reads.

🕳️

Action Items Get Lost

Decisions are made. Follow-ups are promised. Then everyone goes back to their inbox and nothing happens until the next meeting.

What We Set Up

AI that turns talk into tasks

We connect your meeting platform, transcription AI, and project tools into one automated workflow.

🎙️

Meeting Recording

AI joins your Zoom, Teams, or Meet calls automatically

📄

AI Transcription

Every word captured and processed in real time

🧠

Structured Summary

Decisions, action items, and key points extracted automatically

🚀

Automated Routing

Tasks pushed to Asana, notes to CRM, follow-ups sent via email

How It Works

Fully operational in three weeks

From audit to team rollout. Here's the process.

1

Workflow Audit

We map your meeting types, tools, and where action items need to go.

Week 1
2

System Design

We configure transcription, summary templates, and routing rules for each meeting type.

Week 1–2
3

Integration Build

We connect your meeting platform, PM tools, CRM, and email systems.

Week 2
4

Template Tuning

We run real meetings through the system and refine summary format and routing.

Week 2–3
5

Team Rollout

We train your team, go live, and monitor and adjust until everything clicks.

Week 3
The Impact

The numbers that matter

5 hr
Saved Per Week

Per employee

By eliminating manual note-taking, summary writing, and task creation

100%
Capture Rate

Nothing lost

Every decision, action item, and follow-up captured automatically

0 min
Time to Summary

Instant delivery

Meeting ends, summary and tasks appear in your tools within minutes

3 wk
Time to Launch

Audit to rollout

From audit to full team rollout in about three weeks

Built for teams that live in meetings

If your calendar is full, this is for you.

💼

Consulting Firms and Agencies

Client meeting summaries auto-sent to the client, action items pushed to project boards, billable time logged.

Meeting with Acme Corp. 3 action items created in Asana, summary emailed to client.
📊

Sales Teams

Discovery call notes auto-added to CRM, follow-up tasks created, deal stage updated based on conversation.

Call with prospect. Budget confirmed at $50K, demo scheduled, CRM updated.
🏛️

Leadership and Operations

Board meetings, standups, and strategy sessions summarized with decisions highlighted and owners assigned.

Weekly standup. 7 action items assigned, 2 blockers flagged, summary in Notion.

Common questions

Turn meetings into momentum.

Book a free 30-minute consultation. We'll look at your meeting workflow and show you how much time you're leaving on the table.