Move meeting decisions into work that gets finished.
Review proposed actions, give each one an owner and follow decisions through a project without losing the original context.
The handoff is where value is lost.
A transcript or summary cannot close a project. The valuable step is deciding which action is real, who owns it, what approval is needed and whether it was completed.
Check where your workflow breaksA first pilot follows this chain using an agreed source and a named reviewer. The brief defines acceptance, support and the future price before enrollment.
Read the free pilot scopeFour steps you can inspect.
A working process has to show what was proposed, what a person accepted and what happened next.
Capture
Bring one authorized meeting series into the accepted capture or import route.
Propose
Extract proposed actions and decisions with their supporting context.
Approve
A person accepts, edits or rejects work before it becomes a commitment.
Deliver
Track the owner, due date, blockers and final outcome in one project.
Use what fits. Build the missing part.
Our reviewed software foundation provides these components for a scoped implementation. Source access and live acceptance still determine the finished route.
What gets checked before promising it
- Capture route, recording permission, language and device behavior need acceptance.
- A full client portal or external project suite is a separately scoped build.
- AI suggestions remain subject to human review.
What buyers ask.
Does the assistant automatically create tasks from every meeting?
The workflow is designed around reviewed proposals. An accountable team member accepts or edits an action before it becomes project work.
Can our clients see their project?
The first pilot uses one internal project. Existing guest conversation access is limited; a wider external portal needs explicit design and scope.
Bring one process. Leave with a scope.
A suitable request can become a bounded free pilot with a clear review date.