Meetings · Notes & follow-up
Meeting Agent
Joins calls, captures decisions, and closes the loop after.
The call ends, everyone agrees on the next steps, and by Thursday nobody remembers who owned what. The follow-up email never gets sent, the CRM stays stale, and the same decision gets re-litigated next week.
What it does
Three things it takes off your team.
Every decision and action item captured with an owner, not buried in a wall of transcript
The follow-up email drafted and ready before people have left the room
The CRM updated from the conversation, so the record matches what was actually said
How it works
Three steps, then it runs.
It joins the call
The agent sits in on the meeting and transcribes it in full — video call, phone, or in-room audio.
It pulls the signal
Out of the transcript it separates decisions from discussion and turns each next step into an action item with a name against it.
It closes the loop
A follow-up email is drafted for your approval and the CRM is updated. Nothing leaves the building without a human saying yes.
Point it at
- Sales call follow-up
- Client meeting notes
- Internal decision logs
- CRM hygiene
- Action-item tracking
Who this is wrong for
If your meetings are confidential in a way that forbids any recording — some legal, medical or HR conversations — don't put an agent in the room. It earns its keep on the routine calls that generate follow-up nobody has time to do.
Will it reach production on your workflow?
Six questions, scored out of thirty, against what actually stops automation reaching production. The result is immediate, no email required, and it will sometimes tell you not to hire us.