What it does
When a meeting completes, auto-extracts an AI summary and action items, updates the linked deal with decisions and next steps, creates a task for each action item, and sends a structured follow-up email to attendees within minutes.
You get
an automated post-meeting summary
deal update
and attendee follow-up
How it works
Pull the meeting apart
create_ai_attributeFrom the transcript once the meeting ends: a one paragraph summary, the decisions reached, the action items with an owner and a due date each, the objections raised, a sentiment score and the next step proposed. A short or incomplete transcript still yields what it can.
Write the recap email
Generate ContentIt thanks them, names the subject and who was there, recaps the decisions, lists the action items with owners and dates, links the recording where there is one, and closes with the proposed next step and a scheduling link. It comes from the host and matches their usual tone.
File it and raise the tasks
Create WorkflowWhen the meeting completes it builds the summary, writes the next step, objections, sentiment and notes onto the deal, creates a task for every action item against its named owner and due date, and triggers the recap email. If the summary cannot be built it still creates a task for the host to follow up by hand and tells them in Slack.
Send it within 30 minutes
Create JourneyOne email to every external attendee within half an hour of the meeting ending. The body is the same for everyone, with the greeting and signature adapted.
Check nothing goes unanswered
Build DashboardThe median time from the meeting ending to the email going out against a 30 minute target, how many meetings got a follow up and how many did not, how many action items are completed, and the reply rate, broken out by meeting type and rep, with anything over four hours without a follow up flagged.
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