Meeting Agent · 2025
Meeting Intelligence Agent
A meeting agent that catches the decisions and follow-ups people forget ten minutes after the call.
Meeting Intelligence Agent
The challenge
Call recordings had the details, but nobody wanted to scrub through them later. Follow-up depended on memory and whoever had time to write notes.
What I built
The agent reads the transcript, pulls out decisions and risks, drafts the follow-up, and prepares updates for the CRM or project tool.
What changed
The team leaves with a clearer record of what happened and who owns the next step.
Workflow
How the agent does the work.
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Step 01
Ingest transcript from call recording tools.
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Step 02
Extract decisions, blockers, risks, and action items.
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Step 03
Assign owners and prepare task/project updates.
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Step 04
Draft client follow-up and internal CRM notes.
Build pattern
What changes when this becomes software.
This is a representative build pattern. Private client details stay anonymized, so the proof focuses on workflow evidence, review controls, and implementation shape.
Before
Call recordings had the details, but nobody wanted to scrub through them later. Follow-up depended on memory and whoever had time to write notes.
After
The team leaves with a clearer record of what happened and who owns the next step.
The agent handles
- Ingest transcript from call recording tools.
- Extract decisions, blockers, risks, and action items.
- Assign owners and prepare task/project updates.
Humans stay in control
- Approve sensitive actions before they leave the system
- Review low-confidence or unusual cases
- Adjust rules when the workflow changes
Likely tools
Guardrails
- Keep irreversible or sensitive steps behind approval.
- Log the inputs, output, and reason for each important decision.
- Route low-confidence work to a person instead of forcing automation.
Success signals
- Follow-ups are drafted faster
- Action items have owners
- Decisions stop getting buried in recordings
Proof to review before trusting it
- Workflow map showing the trigger, context sources, decision points, and final handoff.
- Review screen outline showing what the human approves, edits, rejects, or escalates.
- Run log shape covering inputs, output, confidence, source references, and action history.
Build something similar
Got a workflow that keeps eating time?
I can help figure out what should be automated, where a human still belongs, and what the first useful version should look like.
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