HR and people
Performance review summaries
Managers get a balanced first draft of each review, built from goals, feedback and one-to-one notes, with every point linked to its source.
Custom app
Company-wide · Agent
Meeting assistant
AI meeting notes and follow-up assistant for teams
AI joins your client and internal calls, writes accurate notes, drafts the follow-up email and files the summary in your CRM or shared drive.
01 today
The problem
Someone on every call is half listening because they are also typing notes. Follow-up emails go out late or not at all, and what the client actually asked for gets lost between the call and the CRM.
02 the run
What the AI does
- Step 1: Joins scheduled Zoom, Microsoft Teams or Google Meet calls from your calendar and announces itself so everyone knows the call is recorded.
- Step 2: Writes a structured summary of who attended, what was discussed, the questions raised and the next steps.
- Step 3: Drafts a follow-up email to attendees in your tone, listing the agreed next steps and any documents promised.
- Step 4: Saves the notes against the right contact or deal in HubSpot, Salesforce or Pipedrive, or in the matching client folder.
- Step 5: Lets anyone search past meetings by client or topic and ask what was agreed.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
The meeting host reads and edits the follow-up email before it is sent, so nothing leaves the company without that click. You decide which meeting types it may join, and it stays out of any call where a participant objects to recording.
04 after
What changes
People pay attention in meetings instead of typing. Clients get a clear follow-up the same day, and the CRM holds a real record of every conversation.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
see also
Related use cases
IT
License and SaaS spend audits
A purpose-built dashboard that matches every software charge to real logins, flags unused seats and duplicate tools, and lists renewals before they bill.
Custom appLeadership
Meeting decisions and action tracking
Every decision and action from your leadership meetings is logged with an owner and a due date, then chased in your task tool until it is done.
Automation
Tell us how your business runs. We'll tell you where AI fits.
A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.