Back to projects

Meeting Agent · 2025

Meeting Intelligence Agent

A meeting agent that catches the decisions and follow-ups people forget ten minutes after the call.

Meeting Agent

Meeting Intelligence Agent

Transcripts CRM Task Routing Email Drafting

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.

Solution

The agent reads the transcript, pulls out decisions and risks, drafts the follow-up, and prepares updates for the CRM or project tool.

Outcome

The team leaves with a clearer record of what happened and who owns the next step.

Workflow

How the agent does the work.

  1. 01

    Ingest transcript from call recording tools.

  2. 02

    Extract decisions, blockers, risks, and action items.

  3. 03

    Assign owners and prepare task/project updates.

  4. 04

    Draft client follow-up and internal CRM notes.

Build pattern

What changes when this becomes software.

This is a representative build pattern, not a claim about one private client result.

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

Transcripts CRM Task Routing Email Drafting

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

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.

Start a conversation

More AI work

Related projects

View all projects