# Meeting intelligence workflow

> How Koshra turns each client call into one meeting record with a summary, decisions and next steps with owners, and holds follow-ups for your approval.

Canonical: https://koshra.com/workflows/meeting_intelligence
Last updated: 2026-11-02

Each client call becomes one meeting record: summary, decisions, next steps with owners, and follow-ups held for approval.

Owner: [chief_of_staff](https://koshra.com/roles/chief_of_staff)

## How it runs

1. A client call happens on your calendar.
2. chief_of_staff writes one meeting record: the summary, the decisions and the next steps, each with an owner.
3. decision_desk records each decision, the reason and what must not happen.
4. Follow-up emails are drafted and held on an approval card.
5. You approve, edit or deny each follow-up.

## What waits for you

- Every follow-up email or Slack message

## Roles involved

- [chief_of_staff](https://koshra.com/roles/chief_of_staff)
- [decision_desk](https://koshra.com/roles/decision_desk)
- [projects_desk](https://koshra.com/roles/projects_desk)

## Apps it can use

- [Google Calendar](https://koshra.com/integrations/google_calendar)
- [Google Meet](https://koshra.com/integrations/google_meet)
- [Gmail](https://koshra.com/integrations/gmail)
- [Google Docs](https://koshra.com/integrations/google_docs)

The steps show how the roles in our template divide the work. Your setup is agreed with you. Pricing: talk to us.