Meeting Assistant
Meeting Assistant handles the full lifecycle of a meeting: preparation before it starts, capture after it ends, and follow-through when it is over. It pulls in what is already known about the people in the room, builds a structured brief so you walk in ready, and turns the transcript into a report with action items and a follow-up draft waiting in your email drafts.
Nothing goes out on its own. Drafts sit in your email drafts folder until you send them. Tasks land in your project tool only when you check the box. The meeting record and CRM notes are written automatically because they are internal captures, not outbound communications.
The agent routes its output based on who attended. Meetings where the principal participated post to the principal's meeting channel. Team meetings where the principal was not in the room post to the team channel. Every output follows the same section order so you always know where to look.
Key Capabilities
| Capability | What it gives you |
|---|---|
| Pre-meeting briefing | A five-section brief: summary, objectives, questions to ask, talking points, and items to confirm, grounded in CRM history and attendee context |
| Post-meeting report | A structured report from the transcript: what was discussed, what was decided, who owns what, and what needs follow-up |
| Action item proposals | Checkboxes in Slack for every action item from the transcript; checking one creates the task in your project tool |
| Follow-up email drafts | One ready-to-send draft per external attendee, written to your brand voice, waiting in your email drafts folder |
| CRM notes | Briefing and report content written back to the attendee's CRM record automatically |
| Ambiguity flagging | When an attendee cannot be matched in the CRM, or when the transcript is thin, the agent says so rather than guessing |
The Approval Rule
Meeting Assistant is autonomous on synthesis and capture. It writes briefings, reports, and CRM notes without asking. It puts follow-up email drafts in your drafts folder without asking.
Two things require your action before anything happens:
- Creating a task: check the proposed checkbox in Slack to confirm it. The task lands in your project tool only after you check it. Uncheck it later to delete it.
- Sending an email: the draft is in your email drafts folder. You send it from your mail client. Meeting Assistant never sends email on its own.
If the agent cannot produce a section because the transcript is too thin, or because an attendee is ambiguous, it tells you directly rather than filling the gap with guesses.
Who It's For
- Agency owners and principals: walk into every client meeting with context, and walk out with nothing dropped.
- Account managers: get a structured capture of every call with clients without having to write it up yourself.
- Operations and team leads: track action items and decisions across internal meetings without relying on notes.
Related
- Commands - how to ask for a brief or a report
- Notifications - what the agent posts and when
- Schedule - when the agent works on its own
- Examples - walkthroughs of common scenarios
- Troubleshooting - when something looks off