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Client meeting follow-ups
Professional services

Client meeting follow-ups

We turn approved meeting transcripts into a reviewable action record, with decisions kept separate from suggestions.

Services in this workflow

How we put it to work

  1. Step 1 of 2

    Find the commitments in the discussion.

    AI reads an authorized transcript and proposes decisions, actions, and unresolved questions, retaining the supporting passage for each commitment.

    Your teamChecks that proposed actions were actually agreed.

    A discussion becomes proposed actions. Authorized meeting transcript: “I will send the brief.”; “Alex owns that.”; No date was agreed. AI keeps an unstated deadline open: Action: send brief; Owner: Alex; Due date: confirm. Meeting owner checks that the action was agreed.
    A discussion becomes proposed actions
    Authorized meeting transcript · Illustrative example
    “I will send the brief.”
    “Alex owns that.”
    No date was agreed
    AI structures the note
    Action: send brief
    Owner: Alex
    Due date: confirm
    AI keeps an unstated deadline open
    Meeting owner checks that the action was agreed

  2. Step 2 of 2

    Prepare the follow-up.

    AI drafts the summary with confirmed owners and dates. Unassigned actions remain open questions rather than receiving invented deadlines.

    Your teamApproves the record and client-facing messages.

    Prepare the follow-up. AI drafts the summary with confirmed owners and dates. Unassigned actions remain open questions rather than receiving invented deadlines.
    Meeting follow-up
    Decisions checked
    Owners confirmed
    Dates to verify
    Draft · Awaiting review

What your first engagement includes

  1. 01Review your setupConfirm existing features, data access, and system compatibility.
  2. 02Configure one workflowConnect the tools, define approvals, and handle exceptions.
  3. 03Test and hand overPilot on selected work, train your staff, and provide operating instructions.
PILOT REVIEW

How we measure the pilot

Compare the same work before and during the pilot.

  • Time to complete

    Time to prepare an approved meeting follow-up, including the human check.

    Review time

  • Review quality

    How often a draft needs a material correction before approval.

    Correction rate

  • Workflow reliability

    Actions corrected for invented owners or commitments.

    Exceptions to resolve
  1. Current process
  2. Pilot results
  3. Review together

Agree what to improve or expand based on the results.

Start with one workflow in your business.

Related technology and workflow references

Background reading on the capabilities behind this application. Your setup determines which connections are practical.

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