Schedule

Meeting Assistant works in two modes: it watches for events on its own schedule, and it responds to requests you send it directly.

Automatic Pre-Meeting Briefings

The agent checks your calendar continuously and generates briefings automatically at a configured lead time before each event. You do not have to ask. The lead time is a setting, so how far ahead the brief arrives can be tuned for your team.

The brief goes to your channel as soon as it is ready, and the same brief is available on the Meetings page in the app. If a meeting is added to your calendar after a brief would normally have sent, the agent still generates one ahead of the meeting.

Automatic Post-Meeting Reports

After a meeting ends, the agent waits for the transcript to arrive from your connected meeting source. When the transcript is ready, it processes it and posts the report automatically, and the report also appears on the Meetings page in the app. You do not have to ask.

If no transcript arrives within the configured wait time after the meeting ends, the agent posts a short notice in the team channel rather than waiting indefinitely. That wait is a setting, so your team can tune how long the agent gives a transcript to show up before it flags the gap.

On-Request at Any Time

You can ask for a brief or a report at any time, regardless of the automatic schedule. Requesting a brief for a meeting you already received one for generates a fresh version with any updated CRM context. Requesting a report triggers retrieval and processing of the latest available transcript.

Follow-up email drafts are always on-request: once the report is posted, ask Meeting Assistant to draft the follow-ups and it does so immediately.

Testimonials and Content from a Meeting

After a report is processed, the agent looks at the same transcript for two more things, automatically: a positive client statement worth saving as a candidate testimonial, and a clear topic worth turning into draft content. When it finds either, the candidate testimonial lands in the Testimonials area and the draft blog and LinkedIn posts land in their review queue. Both wait for your review; neither is published on its own.

Action Item Task Creation

Task creation happens when you check a checkbox on a report card. There is no automatic task creation. The agent proposes; you decide.