More value per customer
After each meeting, the summary and the follow‑up are ready.
Here it runs for a made-up marketing studio in New York. The meeting’s transcript goes in. A one‑page summary for the client and your follow‑up email come out, drafted. You read them and press Send.
How it works
Six steps after every client meeting. The blue ones use AI.
- 1
Meeting
Transcription on, once the client says yes.
- 2
Transcript
Saved to Drive or OneDrive when the call ends.
- 3
Read
The follow‑up skill reads it with your rules.
- 4
Summary
What was agreed, and who does what by when.
- 5
Email
Your follow‑up, drafted in your inbox.
- 6
Send
You read it, change what you want and send it.
What we set up together
Before the first run, we fit it to your business, in your own accounts.
Your tone and rules
How you write, what goes in a summary and what never does.
Your meeting tool
Transcripts saved to your Drive or OneDrive.
Your inbox
Drafts wait in your email. Nothing sends by itself.
Your CRM
The team’s tasks land where they already work.
Want this built for you?
It starts with a free hour on where AI fits in your business.
Book a free call