Meeting intelligence
Each client call becomes one meeting record: summary, decisions, next steps with owners, and follow-ups held for approval.
Owner: chief_of_staff
How it runs
- A client call happens on your calendar.
- chief_of_staff writes one meeting record: the summary, the decisions and the next steps, each with an owner.
- decision_desk records each decision, the reason and what must not happen.
- Follow-up emails are drafted and held on an approval card.
- You approve, edit or deny each follow-up.
What waits for you
- Every follow-up email or Slack message
Roles involved
Apps it can use
The steps show how the roles in our template divide the work. Your setup is agreed with you. Pricing: talk to us. Book a demo.
Also as Markdown for AI agents.
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