meeting-prep

Automate meeting preparation and CRM follow-up drafting by extracting decisions and commitments from transcripts, then generating structured CRM updates and recap messages. This process synthesizes event details and attendee context into actionable follow-up tasks.

Turn meeting notes into structured CRM updates by processing attendee context and extracting commitments to append CRM interactions. The system creates follow-up records and drafts next-step messages automatically from your captured notes.

Create meeting briefs automatically by pulling event details, attendee relationship context, and prior communications. The system synthesizes these inputs to produce a clear agenda, identify open loops, and generate follow-up candidates.

Transcript processing handles missing transcripts by applying a summary_only mode to persist available notes. The system saves all content under a structured meeting category path, ensuring after-meeting processing continues without interruption.

Meeting preparation works with recurring scheduled meetings by searching configurable note sources to synthesize participant history. It extracts decisions from available notes or transcripts to generate structured briefs and follow-up deliverables.

Automated after-meeting processing for CRM updates relies on available event details and attendee context to extract commitments. When transcripts are missing, it defaults to summary_only mode, which may limit the depth of extracted decisions and follow-up tasks.