Agenteous·
Ops Agents

Meeting Assistant

Meeting Assistant prepares you before a calendar meeting and captures it afterwards. About 45 minutes before an eligible meeting it posts a brief with the context you need. When the transcript is ready, it posts a report with decisions, next steps and proposed action items, and it writes a follow-up email draft for each external attendee.

You reach it through what it posts: briefs and reports in Slack, and the Meetings page in the app, where you can request a brief, submit a transcript, and read reports and drafts. Typing to it in Slack is plain conversation. It has no brief, report or draft command.

What It Does

Each meeting gets one brief. The brief goes to Slack and by email, because both are on by default. The Slack card goes to the principal's meeting channel when the principal is the only person from your agency on a call with outside guests, or when the meeting is a private one-to-one between the principal and a teammate. Every other meeting goes to the team meeting channel. The email goes to each person from your agency on the invite who has meeting prep notifications turned on. It is an internal message and it never goes to a client.

When a transcript arrives from your connected meeting service, the assistant turns it into a report and posts it. For every external attendee it also writes a follow-up draft. The draft is not in Gmail yet. When the principal is the only person from your agency on the call with outside guests, a card goes to the principal's private Slack messages, and the draft is written to Gmail Drafts when you approve it. You send it from Gmail.

Meetings that have already started, all-day blocks, cancelled events and blocks with no other attendee are skipped.

Key Capabilities

CapabilityWhat it gives you
Pre-meeting briefAttendees with CRM context, a join link, a short summary, prior interactions, deal context, objectives, questions to ask, talking points, items to confirm, background, a company snapshot and attendee profiles
Brief by emailThe same brief emailed to the internal people on the invite who have meeting prep notifications on
Post-meeting reportSummary, narrative, decisions, items to confirm, next steps, proposed CRM updates, follow-up drafts and action items
Action item checkboxesCheck an item on the report card to create the task in your task tool; uncheck to delete it
Follow-up draftsOne draft per external attendee. For meetings where the principal is the only person from your agency with outside guests, the drafts wait for approval on a card in the principal's private messages
Meetings pageRequest a brief, submit a transcript, and read reports and drafts in the app

The Approval Rule

Meeting Assistant writes briefs, reports and follow-up drafts on its own. It sends the internal brief email on its own, to your own staff only.

It does not put a follow-up draft in Gmail until you click Approve on the card, and it never sends one to a client. Approving writes that one draft to Gmail Drafts, and you send it from Gmail. Redraft asks for a new version. Reject and Dismiss are in the card's overflow menu; a rejected or dismissed draft never reaches Gmail. No task is created until you tick its checkbox.

The assistant can check follow-up drafts against your brand rules. You choose how in the Operator Console: Enforce leaves out a draft the check rejects and lists it as needing edits, while a draft the check only flags is kept with its flags recorded; Warn never rejects, so a draft it would have rejected is kept and counted as needing edits; Off runs no check. Warn is the shipped setting. The check runs when the report is written.

Who It's For

  • Agency owners and principals: walk into each meeting with context and leave with follow-ups ready to approve
  • Account managers: a structured record of every client call without writing it up yourself
  • Team leads: action items and decisions from internal meetings in one place