Leadership
Board pack assembly
AI gathers the month's financials, KPIs and department updates into your board pack template, drafts the commentary and tracks what is still missing.
Agent
Leadership · Automation
Meeting decisions and action tracking
AI action tracking for leadership meeting decisions
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.
01 today
The problem
Leadership meetings end with agreement, but the actions live in one person's notebook. A month later the same topic comes back, nobody is sure what was decided, and follow-up depends on whoever remembers to ask.
02 the run
What the AI does
- Step 1: Reads the transcript or notes from Zoom, Microsoft Teams or Google Meet once the meeting ends.
- Step 2: Picks out decisions and actions, and proposes an owner and due date for each based on what was said.
- Step 3: Creates tasks in Asana, Jira, Monday.com or Microsoft Planner and links each one to a running decision log.
- Step 4: Reminds owners before each due date and asks for a one-line status update.
- Step 5: Prepares an open-actions list for the start of the next meeting, with anything overdue at the top.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
The meeting chair reviews the extracted decisions and owners before any task is created or anyone is notified. Owners can reassign or change dates themselves, and the log records who changed what.
04 after
What changes
Decisions are written down once and can be found later. Meetings open with progress on last week's actions rather than a repeat of last week's discussion, and follow-through no longer depends on one person's memory.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
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Working with teams in the United States, United Kingdom and Australia.